Retail Financial Services Expert Witness
Retail Financial Services | E-606912
Expert Qualifications
This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.
Bio Snapshot
Location: SC
BA, Finance, University of Notre Dame
MBA, International Management, The University of Texas at Dallas
Certified, Chartered Financial Analyst
Certified, FINRA Series 7, 24, 53, 63 & 65
Former, International Director, Citizens Insurance Company of America
Former, President & Board Member, Sunset Financial Services Corporation
Former, Vice President, TIAA Life Insurance Company
Former, Owner/Principal, The Immersion Group
Former, Senior Managing Director, Horizon Investments LLC
Current, Founder & CEO, a corporate services & investment company in NC
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