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Expert in Financial Services, Financial Management, Asset Allocation, Equities, Annuities, Investments
Available for your Consulting and Expert Witness Needs
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Summary of Expertise:
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Listed with other top experts in: |
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Expert has worked as a Financial Advisor with wirehouse (Morgan Stanley), regional (Edward Jones) and independent (Raymond James Financial) firms. He has also been registered with the SEC (1980) as a Financial Adviser and an executive with the IBM Corporation. He has served as a recent consultant to IBM, GE,GM, HP, Intel, Arthur D. Little, McKinsey & Company, Oliver Wyman Group, Citadel Investment Group, Glenview Capital, Bain Capital, and Janus Funds. He is currently President of a financial advisory group.
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Show Secondary and Basic Areas of Expertise | Localities:
Expert may consult nationally and internationally, and is also local to the following cities: Charleston, South Carolina;
North Charleston, South Carolina;
and Wilmington, North Carolina.
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Degree |
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Subject |
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Institution |
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1966
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Ph.D.
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Organic Chemistry
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Lehigh University
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1962
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BS
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Chemistry
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City College of New York
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Employer |
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Title |
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Responsibilities |
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2008 to
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(Undisclosed)
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President
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Consulting firm to the financial industry.
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2006 to 2008
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Edward Jones
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Financial Advisor
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Financial Advisor to client base.
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2005 to 2006
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Raymond James Financial
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Financial Advisor
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Financial Advisor to client base.
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2004 to 2005
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Morgan Stanley
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Financial Advisor
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Financial Advisor to client base.
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1994 to 2003
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C4 Technologies, Inc.
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CFO & CEO
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Corporate Management and Financial Responsibilities.
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1967 to 1994
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IBM Corporation
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Program Manager, Product Manager, Senior Technical Staff Member
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Product Development and program management, financial responsibilities: senior technical staff member, advisor / technical and financial responsibilities to corporate management committee.
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Licenses/Certifications
Series 7 ,31 and 66.
Health and Life insurance.
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| Publications: |
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Publications and Patents Summary
Over 95 Invention disclosures and patents.
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Click the green button above to contact
Expert for a free initial screening call regarding your expert consulting needs.
Expert is available for consulting to corporate, legal and government clients.
Remember, your initial screening call to speak with
Expert is free.
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Click the green button above to contact
Expert for a free initial screening call regarding expert testimony,
litigation consulting and support, forensic services, or any related expert witness services.
A few litigation needs include product liability, personal injury, economic loss, intellectual property
(patent, trademark, trade secret, copyright), and insurance matters. Remember, your initial screening
call to speak with
Expert is free.
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| Language Skills: |
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| Foreign Language |
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German
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Hebrew
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Advisor to high net worth clients in the area of alternative investments, mutual funds, equities and annuities. Advisor to leading consulting firms in areas of financial trends in various industries and retail marketing.
Click the green button above to contact
Expert for a free initial screening call regarding your marketing research, industry research, and company
research needs. For research needs involving multiple experts or secondary research,
a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker
and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.
Remember, your initial screening call to speak with
Expert is free.
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| Additional Skills and Services: |
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Training/Seminars
Developed marketing courses and trained IBM sales force. Presented seminars and papers worldwide in the adhesion and financial fields in China, Isreal, Germany, South Korea, and Taiwan, among other countries.
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Other Skills and Services
Expert in energy, precious and base metals, and trends alongside expertise in the financial industry.
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Education
