Expert Qualifications

This qualified expert received his BA in business administration from Saint Michael's College and has over 35 years of experience in retail wealth management. He is a certified trust financial advisor, a FINRA arbitrator, and a chartered advisor in philanthropy. He has served as a director for prestigious companies such as JPMogran Securities, RBC Wealth Management, and UBS Financial Services with over 17 years of experience in broker dealer field leadership positions.

Bio Snapshot

  • Location: CA
  • BA, Business Administration, Saint Michael's College
  • Certified, Trust Financial Advisor, American Banker's Association
  • Licensed, Life and Health, California
  • Former, Director & Sales Manager, UBS Financial Services
  • Former, Executive Director, UBS Financial Services
  • Former, Senior Managing Director & Complex Director, RBC Wealth Management
  • Former, Managing Director & Regional Director, JPMorgan Securities

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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 ...

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