Securities / Brokerage
Our Accounting and Securities Group includes professionals with hands-on experience in the areas of accounting, economics, securities, fraud, brokerage, audits, and valuations.
|First Name||Last Name||Title||CV Abstract|
Financial, and Real Estate Expert
|Banking and financial operations, transactions, and fiduciary responsibilities; investor relations; pricing negotiations; profitability models; ROA and ROE projections; loan and mortgage reviews; credit analysis; training seminars; refinancing, restructuring, and amortization – strategy workouts; lending and mortgage transactions, including Asset-Based, Commercial Real Estate, Syndications, Mezzanine/Bridge, and C & I; credit investigations; loss mitigation; asset management; credit risk tolerance; loan servicing; default and distressed asset management; REO acquisitions and dispositions; cash flow analytics; profitability models; financial spread software; real estate asset management; dispensation of troubled assets and related loans; credit loan applications and renewals; loan covenant tracking; risk rating; credit reviews; LAN administration; collateral analysis; cash flow analysis; Inmatrix and Symbiant credit-risk management software; due diligence; economic loss; fraudulent activity; mail and wire fraud; foreclosures.|
|Gerald A.||Guild||Banking & Investment Expert||Mr. Guild has over 25 years of experience as a Banking and Investment Professional. His expertise includes financial transactions and fiduciary responsibilities, including banking and investments; investment analyst; marginability; risk assessment; portfolio strategist; fixed income products; active marketing; collateralized mortgage obligations (CMO); complex derivative products; disclosure guidelines; mortgage-backed securities; consulting services; money market instruments; corporate bonds; convertible bonds; high yield securities; arbitrator; and financial planning.
Gerald holds half a dozen Securities Licenses and is a Member of the CFA Institute and The Fixed Income Analysts Society. He has taught banking and financial courses at The New York Institute of Finance and The New York University Finance Law and Taxation School of Continuing and Professional Studies.
|Timothy S.||Hefty, CPA, CFE, CFF, DABFA||Economist & Accountant||Accounting, economics, and finance issues; fraudulent activity; economic damages; business valuations; professional malpractice; mergers and acquisitions; damage calculations; lost profit analysis; insurance claims; marital relations and dissolutions; identification of assets; asset tracing; estate and gift tax planning; succession planning; shareholder and partner disputes; asset diversion; spousal and/or child support; breach of contract; wrongful discharge; trademark infringement; business interruption/impediment.|