To leverage my 30 years of experience in analyzing and evaluating companies and markets, as well as success in building and expanding financial advisory and management businesses capitalizing on extensive presentation and creative client service history.
Financial Consultant – Alexandria, Virginia 2015 – Now
Provide financial and market analysis under contract to financial publishing and advisory companies. Generate original research for publication both in print and online. Address investment and professional groups for specific content and presentations.
Provide business evaluations and valuations services for mergers and acquisitions. And provide consultative services on financial markets, publications and international business investments.
Agora Financial – Baltimore, Maryland 2012 – 2015
In charge of all income publications and products for a leading financial advisory newsletter publishing company. Oversaw economic and financial research and analysis and wrote and produced daily, weekly and monthly content including specific investment recommendations with a focus on safe, higher-income producing investments.
Wrote and produced front-end print newsletter Lifetime Income Report as well as specialized income investment-focused online and emailed products including Income on Demand and Total Income Advisory.
Wrote regular content for The Daily Reckoning and Laissez Faire Books and contributed to affiliated publishing companies’ publications and products in Europe and Asia.
Worked directly with top copywriters worldwide to develop marketing pieces and campaigns resulting in significant subscription gains for both existing and new publications and products focusing on income investing.
Continued extensive public speaking at financial conferences and webinars around the world helping to expand new and renewing subscribers.
Green & Gold, LLC – Alexandria, Virginia 2009 – 2012
Oversaw and conducted original market, economic and securities analysis. Wrote and produced original content with specific investment recommendations and model portfolios for fee-based publications as well as external content for third-party publications. Marketed publications and conducted worldwide seminars and participated in major financial conferences to drive new subscription revenues.
Newsletter Holdings –
– 2009 Falls Church, Virginia
Oversaw original market research and managed team of professional analysts, writers and marketing executives for a collection of printed and electronic fee-based subscription investment newsletters including Personal Finance, one of the largest paid subscription investment publications in the market.
Oversaw direct and broad marketing for products including the development of multi-lingual and international markets. Conducted worldwide seminars and presented key-note speeches in many financial conferences around the world.
Publications won numerous awards for best financial newsletter and best financial reporting from the Newsletter & Electronic Publishers Association (NEPA) and the Specialized Information Publishers Association (SIPA).
Leeb Capital Management – New York, New York 2001 – 2003
Managing Director, Chief Economist
Oversaw portion of asset management strategies and hedge fund. Managed sales force for both asset management and brokerage divisions. Developed and published firm’s research for both internal strategies and outward marketing efforts.
Worked on broad marketing as well as direct asset gathering including road shows and financial conference appearances. Was media spokesman for firm on all television networks and in print.
InterFirst Capital - Los Angeles, California 2000 – 2001
President, Chief Economist
Built trading and brokerage businesses along with managed accounts with focus on global fixed income and international equities. Was media spokesman with weekly appearances on all cable and national television networks as well as print media. Continued hosting Business Today, a nationally syndicated radio program for company promotion.
Investec PLC – Los Angeles, CA; London, UK; Hong Kong, China 1998 – 2000
Vice President, Chief Economist
Worked to create, build and launch a series of US and globally-registered mutual funds in fixed income and equities – including China-focused funds. Managed private asset management division including sales, trading and marketing acquired from US Bank. Was main media spokesman with regular national and international network segments.
Continued nationally syndicated financial radio program Business Today. Generated and published original research for internal use and public publication. Spoke regularly at major financial conferences and ran road-shows for asset gathering and fund launches.
US Bank –
Saint Louis, Missouri;
Chicago, Illinois 1990 – 1998
Vice President, Chief Economist
Co-founder of the International Markets Division which enabled the bank to offer the first non-dollar deposit products in the US. Founded the international bond trading department that made markets for sovereign and agency non-dollar debt for institutional, central bank and individual investor customers worldwide. Created international non-dollar equity brokerage division offering global stocks with local currency settlements.
Created and built asset management division for non-dollar fixed income and ran allocations and oversaw trades for over a billion-dollars in assets. Generated original research published by the bank. Was bank’s primary media spokesman on weekly national network television and the syndicated weekly radio program Business Today.
Contributed extensively to outside print financial publications resulting in regular flows of new customers. Was primary salesman for major accounts including central banks. Managed global sales team. Conducted ongoing road-shows and seminars and spoke at numerous financial conferences to generate new business revenues.
Merrill Lynch International Bank – Vienna; London; New York 1987 – 1990
Worked within a collection of banking teams on all aspects of the bank’s investment, underwriting and trading businesses. Conducted credit and market research for specific projects resulting in several new revenue sources.
Was considered a problem solver to finish projects and transactions involving multinational and multi-currency related corporations, governments and ultra-high-net worth individuals in Europe, Asia, Africa and South America.
Webster University, European Campuses - 1989
Masters of Business Administration (Finance Concentration)
Kings College – 1987
Bachelor of Arts, Economics/International Business
Professional and Community Affiliations:____________________________________
Board Member, George Herbert Walker School of Business (Webster University)
Adjunct Professor and Lecturer, George Herbert Walker School of Business
Lecturer, Shanghai University of Finance & Economics (SUFE)
Lecturer & Speaker, Institutions (including Univ. of Wisconsin) and Professional Groups
Member, American Chamber of Commerce in Shanghai (AmCham)
Volunteer, Participant and Active Contributor to specific charitable organizations
References Upon Request
The above is only opinion and does not represent and/or offer to buy or sell any security and/or any financial advice. The opinions contained may not be suitable for all investors who should consult their own financial adviser before making any investment or other decisions. I may own some of these same securities noted in accounts under my control or for my benefit. Errors/Omissions: I always welcome being called on facts, figures and commentary from readers and look forward to your feedback. I can be reached by email at firstname.lastname@example.org or email@example.com or at 01-314-616-3325.