Find an Expert
Wealth Management and Financial Advisory
Expert is a confident, determined, conscientious, and knowledgeable Chartered Management Accountant (ACMA), Chartered Extensive experience in the UK Regulated Financial Advice and Wealth Management market including Start-Up and New Firm Authorisation, Business Development and Management, and Transformation for Growth. Business…
Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment
In the financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment.
Financial Services, Wealth Management, Asset Management, Retirement, Insurance, and Regulation
Expert is the Founder and President of his consulting firm. He is an Expert Consultant and Futurist who specializes in business intelligence, research, competitive analysis, current trends and information in the technology and, financial services industry. During his career, he…
Asset Management, Private Banking, Wealth Management, Corporate and Investment Banking, FinTech, Innovation and Corporate Venture/VC
Expert has over 25 years' experience as an industry practitioner and management consultant. He has been Head of Strategy and CFO at a top-tier global financial services firm and has held senior roles in global consulting firms. His expertise includes…
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…
Financial Advice, RIA, Wealth Advisory, Investment Management, Alternative Investments (Hedge Funds and Private Equity), and Financial Technology
Expert is a professional with extensive financial planning and investment industry experience. He possesses and leverages a passion for teaching and sharing knowledge. At his current firm, Expert is responsible for providing financial planning and investment management services to individuals.…
Software & Technology: Product, Commercialization, M&A Strategy, Expert Witness
Expert stands out as a distinguished Senior Executive and Board Director, renowned for his transformative approach in product and commercial strategy. His dynamic leadership has been pivotal in accelerating growth, enhancing customer trust, and successfully turning around struggling ventures. Expert’s…
Business Management and Consulting, Catering to Micro, Small, and Medium-Sized Businesses
As a veteran-owned company, Expert brings a wealth of experience in education, business management, and consulting, catering to micro, small, and small businesses. Expert's ultimate objective is to assist clients in taking their companies to new heights or optimizing their…
Commercial Real Estate & Emergency Planning Expertise
Expert is an accomplished real estate professional with over 30 years' experience in the industry. Currently holding senior management positions across a variety of real estate companies, Expert began her journey in Los Angeles, California, as a Building Secretary at…
Product Management, Supply Chain, and Enterprise Software
Expert is a seasoned professional in the fields of product management, supply chain, and enterprise software. With a career spanning over a decade, Expert has accumulated a wealth of experience that makes him one of the most sought-after experts in…