Hello, I'm Joshua L.
Over 25 years’ experience in executive management, private equity and principal investments, investment banking, Board of Directors membership, and financial services. Sector experience in financial services, oil and gas, energy and power, renewable energy, oilfield services, retail, pharmaceutical, real estate, telecommunications, forest products, and metals and mining. Extensive experience in managing large and complex organizations in financial services, particularly in formulating and implementing strategic growth and development plans. Experienced member of multiple Boards of Directors.
Details
- Location
- Years of Relevant Experience20+ years
- Seniority LevelC-Suite
- Highest Level of EducationMasters
Current / Most Recent Job Title
Advising commercial and investment bank on business strategy and expansion into new banking markets and new products. Advising private clients on direct investments, turnaround situations, private equity capital raisings, and strategic development initiatives. Acting as expert witness in legal cases for both plaintiffs and defendants, including writing professional opinions, giving depositions, and providing in-court testimony. Projects include fiduciary duty, banking fraud, valuation of transactions and private investments.
Current / Most Recent Employment
Independent Consultant
Industry
- Retail
Specific Jurisdictions That I'm Qualified In or Can Cover
Skills
Executive management, private equity and principal investments, investment banking, Board of Directors membership, and financial services
Areas of Professional Interest
Financial services, oil and gas, energy and power, renewable energy, oilfield services, retail, pharmaceutical, real estate, telecommunications, forest products, and metals and mining. Managing large and complex organizations in financial services, particularly in formulating and implementing strategic growth and development plans. Experienced member of multiple Boards of Directors