Expert Qualifications

This highly qualified financial services expert has almost twenty years of experience across sales and trading, research, equity investing, and private equity. He earned his BA in economics and psychology and his MBA from University of North Carolina. He then gained his MS in finance from Georgetown University. This expert has served as a buy side trader and macro analyst at Goldman Sachs, the senior vice president of cross-asset and derivatives sales and trading at Hapoalim Securities, and as a global macro desk analyst at BNP Paribas. He currently works as an independent consultant advising on investments for organization across various sectors including finance, healthcare, and technology.

Bio Snapshot

  • Location: NC
  • BA, Economics & Psychology, University of North Carolina
  • MBA, University of North Carolina
  • MS, Finance, Georgetown University
  • Former, Buy Side Trader/Macro Analyst, Goldman Sachs Asset Management
  • Former, Senior Vice President, Cross-asset & Derivatives Sales, Hapoalim Securities
  • Former, Global Macro Desk Analyst & Equity Derivatives Strategy, BNP Paribas
  • Current, Independent Investments Consultant, for organizations across various sectors including finance, healthcare, and technology

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Expert Tags

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, ...

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with ...

Certified Financial Planner Expert

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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