Expert Qualifications

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

Bio Snapshot

  • Location: NC
  • BA, Economics, Virginia Military Institute
  • MBA, College of William & Mary
  • Certified, Financial Planner, International Board of Standards for CFPs
  • Certified, Business Intermediary, International Business Brokers Association
  • Former, President, Intermediation, Inc.
  • Former, Financial Advisor, Ameriprise Financial
  • Former, Representative, Red Ventures
  • Former, Independent Broker & Advisor

Contact this expert witness

Credit Card Programs Expert

State: OH

This highly-qualified business executive has almost 30 years of leadership experience in credit card product development and management, as well as marketing and finance. He earned his BS in finance and accounting from Boston ...

This highly-qualified economics and finance expert has over 30 years of experience in his field and specializes in the topics of securities and class-action litigation, corporate finance and governance, and the valuation of public and ...

New Search