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Investment Banking, M&A, and Private Equity Investments: Sourcing, Underwriting, and Management Across Multiple Industries
Expert is the Co-Founder and Managing Director of a leading cross-border buy-side advisory firm. His organization is completely focused on buy-side deal origination services. He possesses a decode of experience in consulting, investment banking, and private equity. Prior to becoming…
Lending, Credit, and Underwriting
Retired from a 45 year career as a banker, with the last 15 years spent as in wealth management. An expert in credit analysis, underwriting, structuring, and documentation - specializing in the creation of credit solutions (and, the calculation and…
Insurance Industry Claims and Underwriting: Property and Casualty; Life and Health
Expert was a principal in a life insurance agency for over 20 years. He and/or his agency qualified for the million-dollar round table for most of those 20 years. His agency specialized in providing insurance solutions to complex business and…
Underwriting; Surety, Fidelity, DIrectors & Offices, Erorrs & Omissions, Commercial Crime, Fidcuciary
Trained and rose to executive level in underwriting units responsible for Surety, Fidelity, Commercial Crime, Financial Institution Bond, D&O and E&O underwriting. Consulted with Homeowner and the settlement of the claim he had for his high value home. Consulted with…
Mortgage Lending/Standards, Fraud, Policy/Procedures, Secondary Market, Valuation/Underwriting
Expert has been in real estate lending and mortgage banking for over 38 years. After graduating with a Finance and Real Estate degree he completed two extensive, six-month management training programs with two major S&L's in the early '70s. These…
Marine and Transportation Insurance, P and I, marine underwriting and claims
Expert has 34 years experience as an underwriter and claims examiner in the field of marine and transportation insurance. All aspects of marine and transportation insurance: cargo, freight liabilities, construction risks, ship repairer legal liability, Protection and Indemnity, hull, pleasure…
Entrepreneurship, Real Estate, and Manufacturing
An experienced professional, Expert possesses 14 years' experience in real estate, investment banking, pharmaceuticals, technology, manufacturing, and financial services. He has advised on the delivery of technical systems projects in accordance with aggressive deadlines. Throughout his storied career and his…
Insurance in the Healthcare Industry, Payer and Vendor Partnerships, and Business Consulting
Experienced Executive Leader with a demonstrated history of working in the insurance industry. Experience includes working with large corporations, medium-sized organizations, and start-ups. Experience in Medicare and commercial markets. Executive experience with building a growth strategy for an extensive integrated…
Real Estate Transactions, Escrow and Title
Expert has over 40 years of in-house and private practice experience representing lenders, developers, brokers, title insurers, and escrow holders. His work experience was concentrated in California and Nevada. Expert has qualified and testified as an expert in several California…
Energy, Climate and Environment P&C Insurance; Brokerage
CEO and Founder of a retail insurance brokerage and risk consulting firm specializing in the energy industry, both oil and renewable. Co-founded a start-up climate risk finance company, a pioneering managing general underwriting agency (MGA) insuring non-traditional risks impacting investment…