Expertise DescriptionI have over 20 years experience in the investment management industry. My expertise includes hedge funds, due diligence (investment), private equity, and traditional asset managers including retail mutual funds, global and institutional money managers, and other buy side firms. I have experience managing a boutique investment management-consulting firm with a specialization in risk management, due diligence, internal audits, valuations, operations, technology, controls assurance, accounting, and expert witness work.
Areas of Expertise
My consulting services include: Strategy, operations, client services, compliance, finance, and information technology of a large billion asset management firm; Responsible for profit margin and net income of the firm; Developed market eminence activities that included training seminars, conferences, workshops, and roundtables.
Education[table] ,Degree,Subject,Institution, ,Bachelor of Science,Accounting and Finance,New York University,[/table]
Licenses Certifications[table] Certified Public Accountant (CPA) State of New York [/table]
Awards & Affiliation[table]
Partial List of Consulting Expert Witness Cases[table]
Primary AffiliationAmerican Institute of Certified Public Accountants