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 Valuation, Cybersecurity, Risk Management, AI, Economic Damages, Intellectual Property, Internet Defamation & Reputation Management

ID: 740392 Pennsylvania, USA

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Expert is an leader and entrepreneur with extensive experience spanning technology, wealth management, and regulatory compliance. He is the Co-Founder and CEO of a company specializing in digital transformation, reputation management, and cybersecurity solutions. He has also played a pivotal role in guiding clients toward strategic financial success. His leadership extends to his role as Co-Founder of a platform that empowers young women worldwide.

Expert's diverse career includes impressive roles at world renown organizations such as The Bank of Nova Scotia, Merrill Lynch, Morgan Stanley, and Adviser Compliance Associates, where he focused on investment strategy, regulatory compliance, and global wealth management.

A public speaker and thought leader, Expert has presented at premier conferences and institutions across the globe, including the CFA Institute, IBM, the U.S. Department of State, and the Project Management Institute. He has been recognized with accolades such as the CFA Institute Inspirational Leader Award and the Business Elite 40 under 40 Award.

Beyond his professional achievements, Expert is an active contributor to numerous associations, including the American Bar Association, the CFA Institute, and the Women Economic Forum, where he serves on advisory councils and task forces. He is also a committed board member for organizations such as Future Business Leaders of America and iPlan Education Institute, reflecting his dedication to mentoring the next generation of leaders.

Education

Year Degree Subject Institution
Year: 2005 Degree: BS Subject: Finance & Accounting Institution: Georgetown University

Work History

Years Employer Title Department
Years: 2012 to Present Employer: Undisclosed Title: Co-Founder & CEO Department:
Responsibilities:
• Providing expert witness services in research, analysis, and consulting.
• Leading expert witness reports, business strategy, operations, and client acquisition for a global digital transformation and online reputation management firm.
• Creating and promoting top digital assets that accelerate the growth of brand equity.
• Assisting clients and helping them transform their digital presence.
• Building long-term partnerships and collaborations with global organizations and exclusive groups of PR, law, and management consulting agency partners.
Years Employer Title Department
Years: 2017 to Present Employer: Undisclosed Title: Co-Founder Department:
Responsibilities:
• Empowering young leaders through mentorship, leadership development, and professional growth opportunities.
• Driving initiatives to create an inclusive and equitable environment that supports women and marginalized communities.
• Overseeing global operations and partnerships, fostering innovation in gender equity and professional development.
Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: Managing Director Department:
Responsibilities:
• Directing operations for a Mexico-based organization, focusing on technology-driven solutions for businesses.
• Leading cross-border initiatives and expanding the company’s market presence across Latin America.
• Managing client relationships, ensuring project delivery, and identifying growth opportunities in the local economy.
Years Employer Title Department
Years: 2012 to 2020 Employer: Blue Ocean Global Wealth Title: Co-Founder & CFO Department:
Responsibilities:
• ⁠Aligned firm resources with strategy, accountability, and execution.
•⁠ ⁠Led Institutional Education Group as nationally recognized keynote speaker on succession planning and diversity.
Years Employer Title Department
Years: 2011 to 2012 Employer: The Bank of Nova Scotia Title: Investment Strategy Department:
Responsibilities:
• Developed and analyzed investment strategies for high-net-worth individuals and institutional clients.
• Provided insights on market trends, economic developments, and portfolio allocation strategies.
Years Employer Title Department
Years: 2006 to 2010 Employer: Merrill Lynch and Co. Inc. Title: Financial and Technology Advisor Department: Global Private Client & National Accounts
Responsibilities:
• Provided technical expertise as part of the Regional Institutional Business Coverage Council; assisted clients in benchmarking their financial infrastructure and creating investment policy solutions
• Performed in-depth research, collected qualitative data, and conducted financial analysis of target companies; disseminated results in reports and presentations to senior management
• Evaluated equity, fixed income, and alternative investments with DCF, comparables, variance, and residual income analysis
• Recommend tactical portfolio risk diversification through derivatives and investments such as the Endowment Fund
• Managed RFP investment presentations for non-profit and trust institutional pipeline
• Assisted Regional Associate Director’s RM (relationship manager) Banking & Trust talent acquisition initiative
• Coordinated exit strategy and succession planning initiative to help private companies with ≤ $750 million revenue identify potential buyers through an expanded private sale referral network
• Member of first direct hires of Merrill Lynch Advisory serving Bank of America’s affluent institutional client base
• Responsible for enhancing HNW premier relationships, revenue growth, and asset acquisition
• Presented investment recommendations to existing and prospective institutional & retail clientele
Years Employer Title Department
Years: 2005 to 2006 Employer: Morgan Stanley Title: Analyst Department: Global Wealth Management
Responsibilities:
• Assisted senior advisors with financial modeling, risk assessment, and protective hedging strategy
• Helped utilize and enhance select macroeconomic and industry specific financial models
Reviewed existing large-cap deterministic models through scenario and multiple regression analysis
• Maintained a client communication program to verify tax considerations, income requirements, risk tolerance, and financial priorities.
• Developed a database of over 800 qualified contacts which resulted in 15 new relationships
Years Employer Title Department
Years: 2003 to 2004 Employer: Adviser Compliance Associates Title: Regulatory Associate Department: Regulatory Compliance
Responsibilities:
• Reviewed, analyzed and applied Sarbanes Oxley regulations
• Performed quarterly analysis of corporate securities transactions to ensure compliance with SEC best execution

Career Accomplishments

Associations / Societies
• Abraham Lincoln Association (ALA)
• Academy of Legal Studies in Business (ALSB)
• American Bar Association (ABA)
• American Marketing Association (AMA)
• Business Transition Council
• National Association of Corporate Directors (NACD)
• CAIA Association
• Board of Regents, Host of Topic @ Hand, Senior Grader, Speaker, CFA Institute
• Council on Education, CE Sponsor, CFP Board
• International Trademark Association (INTA)
• 2030 Task Force, Education Advisory Council, Legal Marketing Association (LMA)
• Society of International Business Fellows (SIBF)
• Advisory Executive Council (AEC), Women Economic Forum
Licenses / Certifications
• CFA Institute
• CFP Board
• Chartered Alternative Investment Analyst Association
Professional Appointments
• Future Business Leaders of America, Board Member
• Girl Power USA, Board Member
• iPlan Education Institute, Board Member
• College Possible, Former Board Member
• R.J. Leonard Foundation, Former Board Member
• Financial Planning Association, Former Board Member
Awards / Recognition
• CFA Institute Inspirational Leader Award
• Business Elite 40 under 40
• Women Economic Forum: Iconic Leader
• Investment News 40 under 40
Publications and Patents Summary
Expert has authored numerous published articles, some of which the include:
• The Increasing Threat of Cyber Espionage and Its Impact on Trade Secret Protection
• Defamation and Reputation Management in the Digital Age
• Maximizing Your Impact as an Expert Witness
• How to Improve Your Law Firm’s Digital Presence for Growth
• Calculation of Economic Damages in Defamation Cases
• At the Round Table with Economic Damages & Internet Expert

Additional Experience

Expert Witness Experience
Expert has consulted and advised on dozens of cases as an expert witness and has consulted on over 300 cases where he was not named an expert.

Case Experience: Amazon, business valuation, class action, copyright, cyber bullying, cyber investigations, cyber fraud, compensatory damages, digital advertising, defamation, digital forensics, due diligence, design patent infringement, data breach, digital marketing, economic damages, emotional distress damages, employment litigation, Facebook, Google Ads, Google Analytics, hacking, impersonation, insurance, intellectual property (IP) infringement, Instagram, Lanham Act, libel, LinkedIn, personal injury claims, portfolio management, privacy breach, public relations, punitive damages, search engine optimization (SEO), slander, Snapchat, source code, suitability, Tiktok, trade secrets misappropriation, trademark disputes, Twitter, unfair competition, website development, YouTube, etc.
Training / Seminars
List available upon request.

Fields of Expertise

defamation, artificial intelligence, expert witness, information technology, intellectual property, international law, labor law, private investigation, entertainment law, copyright law, employment law, injury law, corporate law, digital transformation, technology development, Alternative Investments Valuation, Antitrust Investigations, Bankruptcy and Insolvency, Business Enterprise Valuation, Class/Collective Actions, Coding Analytics, Collateralized Debt Obligations, Collusion, Common Stock, Convertible Bonds, Convertible Securities, Copyright Disputes, Corporate Bonds, Cyber Fraud, Dividend Payments, Economic Impact Analysis, Financial Instrument Valuation, Financial Services & Banking Practices, Floating Rate Bonds, Futures Contracts, Governance & Contract Disputes, Government & Corporate Investigations, Government Bonds, Hostile Bids & Activism, Insurance Claims Handling & Payment, Insurance Pricing, Coverage & Management Issues, Insurance Sales Practices And Product Performance, Investment Suitability, Investor Class Action, Market Microstructure, Mass Torts, Modeling & Decision Tools, Monopolization & Exclusionary Practices, Municipal Bonds, mutual funds, Post-Merger Disputes, Preferred Equity With Debt Features, Preferred Stock, Predictive Analytics & Optimization, Privacy Breach, Real Estate Investment Trusts, Securities Fraud & Investigations, Financial Products & Institutions, Structured Finance & Products, Transaction & Governance Litigation, Treasury Bonds, breach of contract, commodities, cyber investigations, digital advertising, digital forensics, economic damages, econometric modeling, false advertising, Mergers & Acquisitions, Mortgage Backed Securities, private equity, professional malpractice, public relations, trade secret misappropriation, venture capital

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