Expert Qualifications

This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.

Bio Snapshot

  • Location: Massachusetts
  • Former, Owner, The Swivel Group
  • Former, Director of Recruiting, First Financial Planners, Inc.
  • Former, VP of Business Development, Associated Securities Corp.
  • Present, CEO, financial services consulting firm
  • Present, Founder and Managing Partner, financial advisor networking company

Contact this expert witness

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. ...

New Search