Experts in Financial investments

Growth-focused consultant with 30 years experience. The only companies we work with are B2B professional service firms that are looking to achieve the next level of growth. More information about my firm can be found at CompanyExpert.com. Led a team of 8 consultants through a several month transformation planning project to bring 1 Provider with 4 different boutique DC businesses into one cohesive, scalable organization Led a top 10 IRA provider through a transformation process which included defining the strategy, the service model, the operating model and the technology requirements... Read more

Enthusiastic, detail oriented. Concentration on Project Management/ Business Analytics/Risk Management, including strategy development, workflow modeling, solution development. Compliance, New regulation rules review/integration including Dodd-Frank and MiFID II. Adept at becoming a primary client resource for market insight, risk management and accounting-driven hedging/execution solutions, specializing in FX and Commodities. Special interest in Emerging and Developing markets and the effect of political and financial decisions on local economies and financial markets. Recent... Read more

An innovative and energetic leader, skilled communicator / team builder, and adept negotiator with broad strengths in both operations and finance. Proven ability to analyze businesses, their services and products, markets, and growth opportunities, then introduce strategic and tactical solutions that improve competitive performance while increasing revenues and profits. Significant proven track record in hiring and developing successful team members to support the organizations vision. LICENSED CPA (FL & NY) WITH THE FOLLOWING EXPERIENCE & EXPERTISE • Cash Flow... Read more

Executive Leader: Banking Strategy & Change I am a senior leader in major, global business change programs within the banking industry. I also have Chief Operating Officer experience in a number of entrepreneurial situations. • Visionary leader with proven ability in delivering challenging, complex, global business change programs • Credible, C-suite experience and ‘trusted advisor’ status in multiple engagements • Transaction Banking and ‘Big 4’ consulting leadership in Europe, Americas and Asia-Pacific • Regulatory Business Change in Banking (EMIR, MIFID, AML, FATCA,... Read more

A consulting practice was established in 2007 following Steve's retirement after a career spanning five decades. During this period, Steve developed a well-earned reputation as a clear, independent thinker who brought reason and good judgment to the analysis of the economy and the capital markets. His present consulting practice serves the varying needs of high net worth investors, financial planners, investment managers as well as attorneys and accountants.,... Read more

Laurie founded The Options Lady to coach individuals on conservative stock and options strategies to grow their money, while hedging against downturns in the stock market. Her practice focuses on financial empowerment of women, and she is a specialist in "covered calls," educating new -- as well as experienced stock investors -- who want to learn how to augment their returns, reduce downside risk, and generate regular income. Covered call writing is a conservative options strategy whereby an investor holds a long position in a stock or exchange-traded fund (ETF) and sells call options on... Read more