Education
New York Institute of Finance
Advanced, Finance, Technical Analysis, Derivatives 1979-01-01 - 1980-01-01Harvard University
Graduate, Thorndike Labs Harvard Medical School 1971-01-01 - 1973-01-01Boston University
MS, Communications 1972-01-01 - 1973-01-01Brandeis University
AB, Psychology 1966-01-01 - 1970-01-01Work Experience
Kirkwood Group, Inc.
Current
Kirkwood Group, Inc.
Kirkwood Group
Current
Kirkwood Group
Payliberty
2011-02-01 - 2015-01-01
Payliberty
Wentworth Securities, Inc.
2006-01-01 - 2011-01-01
Wentworth Securities, Inc.
Choice Money Transfer Limited
2004-01-01 - 2010-01-01
Choice Money Transfer Limited
Quantum Economic Development
1995-01-01 - 2008-01-01
Quantum Economic Development
American Resources Corporation
1992-06-01 - 1994-09-01
American Resources Corporation
First Media
1987-04-01 - 1992-08-01
First Media
Coventry Securities
1984-01-01 - 1988-02-01
Coventry Securities
Skills
Summary
Seasoned, consultant, global payments/fintech entrepreneur and former corporate finance executive with over 40 years' experience and a broad network of private and institutional investors. I've participated in transactions on six continents. Current engagements include blockchain-powered global payments providers, Choice Group UK (Global Payments), regtech KYCBlock Ltd. I am interested in assisting emerging growth companies, serving in a capacity ranging from mission-critical consultant through a role as de facto investment banker. Broad and varied experience in financial and legal services and global payments; former securities exec--, author of three business books, on management, investing in metals and emerging markets, respectively. Served on several corporate boards and consulted to companies seeking financing, strategic alliances, business combinations and/or m&a, especially in Europe and emerging markets. Expertise in working with marketing and law and accounting firms. Author of numerous books and articles including: Profiting from Emerging Markets Stocks (Wiley/NYIT), Strategic Metals Investment Handbook (Holt), Executive Essentials (Avon) Specialties: Search, strategic planning, marketing, capital formation; writing & editing; business plans. Active in US, Europe and Asia. Broad range of experience from financial services to resources to high-tech, real estate, and retailing. Private equity, IPO's, reverse mergers, some merchant banking and m & a. Liaison with legal teams and marketing/promotion teams.