Expert Qualifications

This certified public accountant is a Harvard business graduate, as well as lecturer at among the nation's leading business academies. He is extensively published in major financial journals like the New York Post, Wall Street Journal and the Star Ledger, and has made high profile television appearances in CNBC and MSNBC business broadcasts. Finally, he is also listed in the Who's Who in Business and Finance.

Bio Snapshot

  • Location: NJ
  • M.B.A, Taxation, New York University
  • Graduate, Management Program, Harvard Business School
  • Member, Woodbridge Chamber of Commerce
  • Member, Raymond Family Business Foundation
  • Published, numerous business publications and over 10 case studies in family business and entrepreneurship
  • Lectures, several invited lectures and presentations on family business and estate planning
  • Former, CPA, Deloitte & Touche
  • Current, Adjunct Lecturer at top ten business university
  • Current, Principal/President at major tax and accounting firm

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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

E-689919
State: GA
    Specialties:

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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