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Banking Investment Magazine Specialist, Expert Witness and Forensic Consultant.

Served as financial advisor to publicly held corporations. Assessed valuations of 2,241 $1 billion public corporations, including Barclays Bank, Panasonic, and Nintendo.

EXPERT ID: 1237

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Location:  US

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ADDITIONAL INFORMATION

 

Short Biography:

Background:
Served as financial advisor to publicly held corporations. Assessed valuations of 2,241 $1 billion public corporations, including Barclays Bank, Panasonic, and Nintendo. Provided intelligible computerized information about their financial statements. Guided organizations in avoiding lawsuits. Wrote hundreds of reports carried in such publications as MONEY Magazine, Wall Street Transcript, and Investors Daily. Published newsletter on world markets reaching 212 markets on every continent worldwide. Created the Globalist, a newsletter about international stock markets, over 15 years ago, and developed the fundamental approach to selecting stocks for the http://www.wfnn.info site.

Revenues and Sales History:
Raised $600 million dollars and wrote hundreds of business plans. Chaired marketing committees that helped 20 companies increase sales up to 15% in 6 months and managing 2,100 portfolios, averaged 20% return per year for 20 years. For 2 organizations, ranked 1st in sales over 150 employees. Developed international market niche.

Training the Best:
In China and in Russia, trained hundreds of treasury secretaries in stock market development. Through International Business Institutional Development Corporation, trained hundreds of senior Russian officials in Privatization. Taught primarily graduate and postgraduate classes on accounting and finance to senior corporate executives and tax attorneys, of whom approximately 33% were international. For many years, a graduate finance adjunct faculty for City University and previously on the advisor committee for City University.

Skill and Experience:
CEO/President of World Financial News Network, Publisher of Financial Information
CEO/President of Xplorer S.A., symbol XPLA, a venture capital company and public company
President of Resource Exploration Corporation: mining corporation
CEO of Horizon Capital to present: Venture Capital
Chief Financial Officer of American Hemp: Fabric and Textile
Chief Financial Officer of Clearlight Publishing Book Publisher
Chief Financial Officer of Seattle Gear, a womens apparel
Chief Financial Officer of Assisting You, an electronic manufacture
Chief Financial Officer of Telebyte NW, an Internet service corp. 1993 to 1996 -Encryption specialist
Senior Loan Officer and Office Manager for Horizon Mortgage and Investment Corporation
JD. Financial Services Corporation & Globalist Corp., President, 1979-1999 -Venture Capitalist, Money Manager, Stockbroker
City University 1985 to 2002 -Adjunct Faulty Graduate School of Finance, MBA, and previous advisor to City University
Stockbroker for securities firms and Vice-President, 1979-1993 Insurance Account Executive, 1976-1979.

Education:
Doctor of Philosophy (Ph.D.) in Economics earned from Trinity College and University
Doctor of Philosophy (Ph.D.) in Journalism earned from Trinity College and University
PhD from Cosmopolitan University in Economics, honorary
MBA earned from Trinity University with A+ average
Baccalaureate from Trinity University with B+ average
Baccalaureate and Masters degrees from University of Nevada in personnel management, counseling, and education
Earned Certified Financial Planning certificates

Other:
Clark County School District, Instructor and Counselor, 1972-1976. Economic writer for El Sol -a Spanish newspaper 1993-1997 Area Manager and Senior Loan Officer for Horizon Mortgage & Investment Company, Spanish writing and speaking. Church treasurer in 1990. School District Finance Committee. Former President of Kitsap Big Brothers. Economic Counsel for Kitsap and Federal Block Grant Program (58 million dollars). Former Psychology and Career Counseling practice. International Financial Analyst Society, International Financial Planners Society, and Washington Hispanic Chamber of Commerce -Treasurer. Chair of finance for Kitsap Republican Party. Currently serving on fianc committee for the Italian American Club.


 

Blinded CV

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Funds Stock Index Stocks Accounting
Stock Index Ownership Financial Bonds
Stocks Securities Income Mutual Accounting
Financial


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