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Finance, Operations, Risk Management, and Compliance-Related Matters
Expert has been an equity derivatives trader for nearly three decades, serving in roles ranging from a market maker on exchange floors (CBOE, CBOT, AMEX), derivatives trader at sell side banks (Merrill Lynch, BNP Paribas, MF Global) and as a…
Payroll, Benefits, HR and Retirement Planning Space
Expert is CEO of his company and has spent the last 30 years working with hundreds of business owners, auditing and creating specialized programs for owners to attract and retain the right employees, ensuring company success. Expert’s specific areas of…
Business Development, Management & Insurance Consulting, Strategic Planning, Human Resources, Team Building, Revenue Enhancement, Branding, Employee Training & Development
In 2006, Expert made the decision to establish her own mortgage brokerage company, which she grew and ran for five years, adding insurance brokerage services in 2007. In 2011, she founded a full-service insurance brokerage company with additional services in…
Actuary, Pensions
Expert is one of the most qualified actuaries and pension plan consultants in the country. In his career he has helped thousands of plan sponsors with the management of their company’s retirement plans, as well as hundreds of thousands of…
Defined Benefit Pension Scheme Strategy and Investment
Expert has extensive experience in the pension industry in investment, strategy and finance roles. He has recently provided expert advice in relation to: - Investment bank and asset manager foreign exchange charges - Custody bank transition management agreements and fees…
Rehabilitation Counseling, Case Management, Litigation Consulting, Life Care Planning
Expert works as a rehabilitation counselor, case management, and litigation consulting expert. Throughout his 35 years in practice CRS has provided services to more than 6,500 individuals with various types of disabilities. Expert has extensive experience in the field of…
Insurance Industry Claims and Underwriting: Property and Casualty; Life and Health
Expert was a principal in a life insurance agency for over 20 years. He and/or his agency qualified for the million-dollar round table for most of those 20 years. His agency specialized in providing insurance solutions to complex business and…
Accounting, Internal Controls Design, Financial Reporting, Human Resource Plans, and Growth Plans
Expert has a degree in accounting and has applied this training in analysis of source documents and recording of business transactions into end user financial reports. Expert has analyzed business transaction needs and internal and external reporting requirements to evaluate…
Investment Management & Financial Planning
Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life &…
Equity Indexed Annuities, Fixed Annuities, Life Insurance
With more than 25 years of experience developing, writing and presenting Annuity and Indexed Annuity training programs to thousands of insurance agents, Expert "Expert" Expert has a unique ability to communicate the finer points of insurance products. In fact, Expert…