Objective: Management Consultant
An accomplished financial consultant who leverages positive outcomes through Communication Skills, Information Technology and Project Management. Dependable individual whose expertise includes Financial Analysis, Budgeting, Financial Reporting Systems, Operational Auditing, Cash flow, Treasury and Controller Functions. Cost/Benefit Analysis. Highly experienced professional Negotiator. Compliance. Expert Witness.

Professional Experience

Investment Advisor General Securities Principal
National Association of Securities Dealers, Inc., American Stock Exchange, and the New York Stock Exchange.
Mediate, negotiate, & arbitrate legal compliance disputes between broker/dealers, member firms, and consumers. Financial and Securities Issues. Certified panel chair person. Series 7, Series 24, 63, 65. Retail/Institutional Sales and Service. State of New Hampshire, Consumer Protection Bureau. Mediate and Negotiate public disputes between consumers and business entities

Certified Management Consultant
Project manager for numerous public and private corporate projects involving: Corporate Finance and Accounting, Cash Management, Cost Accounting, Cost/Benefit Analysis, Taxation, Real Estate and Insurance. Clients include both profit and non-profit institutions. Modified the financial portions of corporate information systems to operate as a single unit following corporate mergers. Accounts Receivable, Accounts Payable, Collections.

Strategic Management Group Wharton School of Finance
Finance, Accounting, Project Finance, IT and Modeling/Simulations

Dun & Bradstreet Corporation Foundation
Train professional employees in Accounts Receivable, Accounts Payable,
Operational Auditing, Financial Analysis, and Collections Procedures. Assist multiple firms in Implementation of the systems.

Foundation for Accounting Education (AICPA)
Provider of Continuing Education for the Various State Society of CPAs. Professional leadership trainer and coach for Investments, Securities, Compliance, Insurance, financial planning, pension administration, trusts/estates, wealth accumulation. Communication and Implementation.

Professional Educator Trainer
Boston University, Professional Educator: Financial Analysis for Strategic
Decision Making. Taught Graduate courses in Finance, Accounting, Financial Analysis, Project Finance, IT and Modeling/Simulations. High student satisfaction.

Education
BS, Administration and Accounting, University of New Hampshire
MBA, Finance, University System of New Hampshire

Technology Skills
Solomon, Platinum, Design Data, AccountMate, Timberline.
Oracle, Sybase, and SAP. Excel, Word, Word
Perfect, Power Point, Access
Appendix
Registrations, Certifications, and Licenses
Commonwealth of Massachusetts, State of New Hampshire, Investment Advisor in Massachusetts and New Hampshire
U.S. Treasury Department: Enrolled Agent
National Association of Accountants: Accredited Tax Advisor
National Association of Securities Dealers, Inc., American Stock Exchange, New York Stock Exchange: Mediator, Arbitrator, NegotiatorCommercial, Securities, and Consumers Affairs Panelist
National Association of Securities Dealers, Inc.: General Securities Representative Series 7, Series 24, 63, Series 65
State of New Hampshire: Real Estate Broker, Certified Licensing Instructor
State of New Hampshire: Insurance Multiple Lines (P/C, Life, A/H, VA) Broker: Certified Licensing Instructor
Personal Financial Planner: Wealthbuilder and Smart Investor
Member: Investment Company Institute and Institute of Management Consultants, Inc.
Expert Witness: Securities/InvestmentsWestlaw, Findlaw, Martindale-Hubbell
Graduate and Professional Courses/Seminars Developed and Presented
Finance and Accounting for the Non-Financial Professional, Boston University
Finance and Accounting for the Non-Financial Professional, University of Arizona
Annual Conference on Growing the Company, Inc. Magazine
Finance and Accounting for Project Managers, Boston University Executive Education
Advanced Corporate Finance, Boston University Graduate School of Finance
Activity-based Cost Accounting: Changes in Global Manufacturing, Boston University Executive Education
International Treasury Management, Asian Institute for Management Development
Creating Project Management Value: Finance and Accounting Concepts
Operational Auditing, Asian Institute for Management Development
Financial Analysis: International Decision Making, Boston University
Corporate Cash Management, Boston University Graduate School of Finance
Managing Cash Flow for Rapid Growth: Inc. Magazine
Strategic AllianceFrontiers in Project Management

Fee schedule for expert #7235:
Designation fee--- $175.00 Amount charged to use expert's name, applied to case
Retainer policy--- a retainer/deposit will be established by all related parties prior to engagementand will be deemed mutually acceptable. Retainer usually applied to last invoice.
Non-testimonial fee---$175 per hour for consulting and analysis.
Testimonial fee--- $300 per hour for actual testimony/ waiting to give testimony.
Deposition fee---$300 per hour
Travel policy---Mileage will be paid at the current IRS rate.
Miscellaneous fees--- Airfare, car rental, gasoline, car insurance, meals, lodging, tips, etc. will be paid by client at cost.