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Expert Qualifications

This expert has over 30 years of experience in financial trading. He received his BS in business administration from the University of North Dakota and his MBA from Harvard University. He is a CPA and currently holds 8 patents for automated trading in an electronic exchange. Formerly, he served as an investment analyst and portfolio manager at Institutional Capital Corporation and a trader and designated primary market manager for the Chicago Board Options Exchange. Subsequently, he started four successful trading and software start-ups generating over $50 million for shareholders. Currently, this expert is the CEO and owner of a software trading platform in Illinois.

Bio Snapshot

  • Location: IL
  • BS, Business Administration, University of North Dakota
  • MBA, Harvard University
  • Certified, Public Accountant
  • 8 Patents
  • Former, Supervising Senior and Computer Audit Specialist, Peat, Marwick, & Mitchell & Co.
  • Former, Investment Analyst, Institutional Capital Corporation
  • Former, Trader and Designated Primary Market Maker, Chicago Exchange
  • Former, CEO & Founder, International Specialist Inc.
  • Former, CEO & Majority Owners, Edge Specialists LLC
  • Former, CEO & Board Member, Sand Technology Corporation
  • Current, CEO & Owner, a trading platform company in IL

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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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