Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Business Development and Financial Planning

ID: 729825 Minnesota, USA

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Expert has over thirty years of experience as a senior executive officer for various organization and has founded four different organizations or companies during his career. Additionally, for the past thirteen years, Expert served as a financial advisor and was licensed to sell securities, (stocks, bonds, mutual funds, real estate investment trust shares, (REIT'S) and direct participation partnerships such as oil and gas drilling programs). Expert has represented major insurance companies and sold life, health and disabilities policies to his clients. His passion is to serve as an expert to help other individuals and organizations form and grow. Expert can assist as an outside expert to help mentor and guide you and your organization to achieve your goals and objectives. Expert has also traveled abroad to twenty one different countries and is knowledgeable in particular to the cultures of Austria, Germany, Switzerland, Italy, and France.

I have consulted with various clients while serving as a Financial Advisor, including individuals and corporations over the thirteen years I worked in the industry.While working as a consultant with Expert & Associates, Industrial and Organizational Management Consulting, I worked with various clients to help evaluate and implement modern day management philosophies to improve the effectiveness of the management team, improve employee moral and work place climate.

Education

Year Degree Subject Institution
Year: 1990 Degree: Graduate work towards PhD Subject: Industrial & Organizational Psychology Institution: University of Minnesota
Year: 1977 Degree: Masters Subject: Educational Psychology Institution: University of WI, Superior
Year: 1975 Degree: B.A. Subject: Psychology & Sociology (double major) Institution: University of Wisconsin; Eau Claire

Work History

Years Employer Title Department
Years: 1995 to 2008 Employer: Durand Financial Inc. Title: Financial Advisor Department:
Responsibilities:
Financial Planning for clients and companies, including staffing and managing my office, conducting seminars and workshops on various financial issues.
Years Employer Title Department
Years: 1990 to 1995 Employer: Durand & Associates Title: Industrial & Organizational Management Consultant Department:
Responsibilities:
We provided workshops and training sessions for various clients concerning various organizational management and develpment issues, drawing from the discipline of psychology, sociology and industrial psychology. Our training seminars included an assessment of individual and organizational problems and the design and delivery of solutions to create positive change within the organization
Years Employer Title Department
Years: 1986 to 1990 Employer: University of Minnesota Title: Psychiatric Assistant Department: Department of Psychiatry
Responsibilities:
While attending graduate level courses at the University of MN in the Industrial Relations and Industrial & Organizational Psychology departments, I also worked at the University of Minnesota in the adult in-patient psychiatric department as a staff person. As a team member, I worked with other staff members to help administer treatment for various psychiatic conditions.
Years Employer Title Department
Years: 1979 to 1985 Employer: Durand Lumber Company Inc. Title: President, Chairman of the Board Department:
Responsibilities:
I started in the hardwood lumber industry as a sole proprietor in 1979. During the depths of the recession in the early 80's, I decided to capitalize on the down market by contacting investors who had expressed an interest in investing with me. By doing so, I raised nearly $200,000. dollars of private investment capital. I then proceeded to buy up equipment from bankruptcy auctions and built a new hardwood sawmill operation in NW WI. When completed, I arranged for bank financing, managed the operation until a major disagreemnt occured amongst the board where by they decided to put the company up for sale for nearly a million dollars and cash out.
Seeing no opportunity to resolve the situation, I resigned my position in March of 1985 and moved to the cities to explore new opportunities.
Years Employer Title Department
Years: 1978 to 1979 Employer: Wisconsin Council on Criminal Justice. Title: State Planning Analyst Department:
Responsibilities:
While employed as a State Planning analyst, I worked with various departments within the criminal justice system, including police departments, courts and other agencies to assist in the implentation of a more uniform and coordinated criminal justice system.
Years Employer Title Department
Years: 1977 to 1978 Employer: Quest Corporation Title: Vice President- Marketing Department:
Responsibilities:
While employed at Quest, I worked as a senior officer to help build and grow the organization to produce and market computers for the photographic and lithographic industry. I hired and trained independent sales representative through-out the U.S. and Canada. I also helped construct and staff display booths for various trade shows including McCormick Place in Chicago and also in Montreal Canada. I also worked with a graphic arts firms to develop brochures for the product line and negotiated ad space in major industry magazines and publications.

International Experience

Years Country / Region Summary
Years: 1968 to 1970 Country / Region: Austria, Vienna Summary: While serving as a Marine Guard at the American Embassy in Vienna, I traveled on temporary assignment with Secretary of State, Dean Rusk to Iceland, and the Congo, Zaire with Secretary of State William P Rogers.

Additional Experience

Expert Witness Experience
Expert has assisted in defending numerous clients and cases against legal litigation during his professional career. Expert responded in providing numerous depositions when served and acted in a compliant and professional manner. During these proceedings, Expert presented himself in a professional and convincing manner. When called upon to represent his clients, Expert has never been involved in losing one single case. Perhaps one of the most dramatic cases was when Expert assisted in the defense of one of his clients who had been involved in a motor vehicle accident. By properly positioning the clients assets and other legal team initiatives Expert was able to minimize the loss to his client.
Training / Seminars
Expert began conducting sales training and seminars as early as the 1970's while serving as the Vice President of a computer manufacturing company in NW WI. Later, Expert presented seminars and meeting to investors which served to attract investment capital and investor participation with the formation of a board of directors. Expert has also presented numerous times to bankers and loan committee's for the acquisition of capital in the form of loans for various businesses that he has been involved in. In addition to seminars and training, Expert has been a writer and recently had his own radio show which covered various topics of interest for financial planning. Also, Expert has utilized current technology for disseminating information using the internet with email blast programs and web sites. Perhaps the most effective means he has utilized is to create various video's with his staff to tell their story by providing client testimonials, and a powerful message about his practice.
Vendor Selection
Expert has worked in various industries to plan strategically for the location and assessment of vendors, including working with an electronic manufacturing firm, the hardwood lumber industry and most recently the investment and insurance business. Expert has also formed and created a successful non profit firm which has membership located throughout the U.S. and Canada.
Marketing Experience
Expert likes to stay engaged with current publications and research trends. By doing so, Expert is able to pull information together, write and publish articles of interest to businesses and consumers. Expert's writing style has been described as "lively and colorful", which served to make his articles unique and easy to read. They are attention getters to say the least.
Other Relevant Experience
Expert has a unique ability to bring people together and to develop an "esprite de corp", perhaps a result of the five years he spent in the Marines. He can tell a convincing story, a believable story, but it has to be based up a good effort and totally above board. Expert will not compromise his values, attitudes or beliefs for any cause. This in turns brings about credibility and authenticity. Expert is a highly motivated person for the right cause.

Language Skills

Language Proficiency
German While in Austria, I learned the language at the basic level and became quite proficient at speaking with the local population.

Fields of Expertise

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