Private Banking Expert 513370 FL


Expertise Description

I have more than 30 years of experience in the field of International Private Banking with expertise in investment services. I have worked with some of the most well known financial institutions and have been involved with every aspect of wealth management. I understand how financial markets work and the factors that influence investment performance. I have prior expert witness experience.

Areas of Expertise

Bond Trading
FINRA (Financial Industry Regulatory Industry)
Institutional Investor
International Business
Investment Banking
Investments
Market Analysis
Marketing
Municipal Bonds
Municipal Securities
Policy Development
Portfolio Management
Regulatory Compliance
Risk Management
Sales
Sales Management
Stock Broker
Trading
Wealth Management

Education

Degree Subject Institution
B.A. International Relations University of Virginia

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