Fiduciary Management Expert Witness CA 500388


Expertise Description

I am a fiduciary Management expert with over 20 years of relevant experience. I have an expertise in venture capital, general securities, asset management, governance consulting, financial modeling, and due diligence. I have prior experience offering my services as a fiduciary management expert witness.

Areas of Expertise


Education

Degree Subject Institution
B.A. Economics Elon University – North Carolina

Licenses Certifications

Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA)
Accredited Investment Fiduciary AnalystTM (AIFA®) designation, awarded by the Center for Fiduciary Studies
PLANSPONSOR Retirement Professional (PRP) designation from the PLANSPONSOR Institute

Awards & Affiliation

American Society of Pension Professionals and Actuaries (ASPPA)
Professional in Human Resources Association (PIHRA)
Financial Industry Regulatory Authority (FINRA) Arbitrator
American Society of Pension Professionals and Actuaries (ASPPA) Government Affairs 401(k) Subcommittee

Primary Affiliation

American Society of Pension Professionals and Actuaries (ASPPA)



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