Expert Qualifications

This highly-qualified expert has extensive experience in the field of finance, accounting, and business management. He received his BS in business administration from American University before earning his MBA in finance and marketing from Palm Beach Atlantic University, where he graduated summa cum laude. He then went on to earn his DBA in finance and management from Nova Southeastern University, graduating magna cum laude. This expert has over 25 years of applied experience in the field, serving as the vice president of investments at Dominick & Dominick, Ferris Baker Watts, and Wheat First Securities, as well as the vice president of commercial lending at Potomac Valley Bank and Millennium Bank. For 15 years, he has worked in an academic setting, helping to design and develop core finance curriculum for several universities. He has been a member of the adjunct finance faculty for Averett University, Keller School of Management, University of Maryland University College, and served as an assistant professor of finance, management, and business at Argosy University. Currently, this expert is an adjunct instructor of finance for an online MBA program, an adjunct instructor of finance, management and business for multiple universities, and an adjunct professor of finance at a Virginia university.

Bio Snapshot

  • Location: VA
  • BS, Business Administration, American University
  • MBA, Finance & Marketing, Palm Beach Atlantic University
  • DBA, Finance & Management, Nova Southeastern University
  • Former, Account Executive, Merrill Lynch
  • Former, Vice President, Investments, Wheat First Securities
  • Former, Vice President, Investments, Dominick & Dominick
  • Former, Vice President, Investments, Ferris, Baker, Watts
  • Former, Financial Specialist, First Union Bank
  • Former, Vice President, Commercial Lending, Potomac Valley Bank
  • Former, Vice President, Commercial Lending, Millenium Bank
  • Former, Adjunct Instructor, Finance, University of Maryland University College
  • Former, Adjunct Instructor, Finance, Keller School of Management
  • Former, Assistant Professor, Finance, Management, & Business, Argosy University
  • Current, Adjunct Instructor, Finance, an online MBA program
  • Current, Adjunct Instructor, Finance, Marketing, & Business, a university in VA
  • Current, Adjunct Professor, Finance & Accounting, a university in VA

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Certified Financial Planner Expert

State: GA

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. ...

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