Find an Expert
Digital Technology, Private Equity/Venture Capital Investing, Fintech, and Asset Management
Expert is a fintech (B2B) founder with 13+ years of experience in Digital transformation across various financial services, including corporate and investment banking, retail banking, treasury/trading, insurance, asset management, secured lending, wealth management, risk and regulatory compliance. She has 5+…
Banking, Insurance, Investment Management, Securities Brokerage, Institutional Funding, Private Equity, and Management Consulting
Expert is an experienced business management and leadership professional with over 50 years of experience in finance and consulting, including roles as CEO of companies ranging from $20 million to $20 billion annual sales. Environments include U.S. and international markets.…
Securities Transfer, Restricted Stock Removal, Stock Offerings, Compliance
Executive in Charge of Services, Compliance, Operations Entrepreneurial executive with 15+ years in leadership, building, conflict resolution and helping to bring companies public. Expert has been in the stock transfer and registrar business for over 25 years and is a…
Alternative Investments
Expert has been providing expert witness services for law firms since 2015. He is focused on the financial services and investment management industries and has experience ranging from major Wall Street banks and brokerages to smaller independent advisory firms. His…
Franchising, Licensing, Dealership, Distributorship and Affiliate Chain Distribution Channels — Domestic and International
Expert is Managing Partner of an eponymous consulting group. He has 40 years of experience within the franchising industry in various capacities as a franchisee, franchisor and a franchise advisor to private and public companies operating in the United States…
Investment Management, Hedge fund, Operations, Back-office, Middle-office, Technology
Expert is a Business Transformation Executive with distinctive experience turning around Operations and Technology organizations at top-tier global investment managers - both as an external adviser and a company executive. He has a diverse breadth of international experience across a…
Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built rapport and…
Banking/Financial Marketing & Product Management, and the Brokerage Clearinghouse Industry
Expert is a Product Management and Strategic Marketing Consultant focused on the banking and financial services industries. In the realm of marketing communications, he served as Director of Marketing and Communications for a medium-sized brokerage firm. Through innovative approaches and…
Insurance; Market Entry and Emerging Markets in Central and Eastern Europe
Expert possesses 40 years' executive and marketing management experience in financial services, the securities industry, and insurance and consumer products. He also served as the Chief Deputy Insurance Commissioner for the State of California. Expert has experience as the Chief…
Mortgage Prepayment/Default Modeling, Risk Management Systems, Quantitative Analytics, Econometrics
Expert has over 20 years experience in the banking and finance industries. He has proven econometric modeling, risk management and research skills in the areas of fixed income, credit, MBS and ABS. He's an innovative thinker and manager responsible for…