Description: This expert is the co-founder & Chief Financial Officer of two technology firms. Previously, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. As part of the Investment Strategy Group, This expert's actively contributed to white papers, keynote speaking engagements and institutional business development efforts. He serves as a subject matter expert and author of CE & CLE programs. He is passionate about helping clients improve profitability, build brand equity, rebuild online reputations, address crises and adapt to the Digital Revolution.

Location: Doylestown, PA