Find an Expert
Enterprise SaaS, Customer Success & Operations
Expert is an entrepreneurial, collaborative, and action-oriented people leader that switches between boardroom and shop floor. He is passionate about technology powering complex healthcare services delivery. Expert is currently the Head of Client Services for an enterprise SaaS automation platform…
Residential Mortgage Backed Securities, Mortgage Servicing, Mortgage Data
Expert has supported a myriad of cases, primarily for plaintiffs' attorneys. The defendants in these cases were RMBS bond issuers, trustees and servicers. Among his past assignments, these include contributions several cases for: the DOJ; Berman, Tabacco (the largest of…
Information Technology
Expert was the CIO for (undisclosed) for 10 years ending in January 2019 a 120 Billion Alternative Asset Manager. As CIO, Expertr lead a team that revamped their core technology. During that stay, he reviewed most of the major vendors…
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…
Economic and Lost Profit Damages, Forensic Accounting and Fraud Investigations
Expert has over 24 years of experience as a litigation financial consultant and expert witness in complex commercial and civil litigation matters. She develops lost profit and economic damage analyses, authors financial expert reports, and provides financial expert opinions in…
Structured Finance, MBS, CMBS, CDO, ABS, Securities, Investments, Securitization, and Due Diligence
Expert's company conducts Fixed Income and Structured Finance consulting focusing on ABS, MBS, CDOs, CMBS, SIVs, hedge funds, other funds and related products. Expert provides Expert Witness services, litigation support, due diligence, valuation, and general consulting support. Expert has a…
Patents, Copyrights and Intellectual Property, Technology, Financial Services, Health Care
In 30 years of application development and support, Expert has worked on a wide range of local, wide area and global networking projects. This has required a high degree of expertize in technologies created around TCP IP. The software has…
Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management
Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has…
Trusts and Estates, Fiduciary Standards, Prudent Investor Act, Principal/Income Accounting
Expert has used his broad experience in the trust and estate industry to develop expertise in practical implementation of: Standards of care for the administration of estates, trusts, assets Standards of care under the Uniform Prudent Investor Act Standards of…
Securities Services
Expert has an extensive knowledge about the securities services business and the Spanish financial market. He created a consulting firm in July 2008, to work as an independent consultant, advising local banks and brokers in Spain in the securities services…