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Michael S. | Elance
 
176985602337900
Last Sign-in: May 26, 2012

Michael S.

Writing, publishing, editing, investment research
   United States

Overview

Our professional credentials: CFA, MBA, JD, Securities licenses including 65,63,7, FINRA Arbitrators and Chairpersons with over 100 years combined experience in buy side investment research and portfolio management, writing and publishing, legal consultations including litigation, estate planning and trust administration, investment analyses, private business evaluation, business plan development and implementation, website content, GIPS verification, accounting and taxation, mediation and long term business planning.

Over 10 years...

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Mar 12, 2012|Other - Finance & Mgmt|$0|Completed
Oct 28, 2010|Financial Planning|$0|Working

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Portfolio

research sample, silver mining
Industry report on private eduction in China
Electric Car's (EV) and their future
Financial Ratios, a new look

Skills (3)

Tested
Financial Reporting
English
Financial Analysis

Service Description

Our professional credentials: CFA, MBA, JD, Securities licenses including 65,63,7, FINRA Arbitrators and Chairpersons with over 100 years combined experience in investment management, writing and publishing, FINRA and SEC compliance reviews and registrations, legal including litigation, estate planning and trust administration, investment analyses, private business evaluation, business plan development and implementation, website content, GIPS verification, accounting and taxation, mediation and long term business planning Financial Services Compliance consulting with expertise in broker dealer, hedge fund, RIA compliance experience. We can create and help implement policies and procedures and help firms in the registration process. We have delivered hundreds of buy side investment research reports (sectors including: alternative and traditional energy, consumer goods, health care, cyclical, materials). We have assisted over 40 small to mid size companies in developing, fine tuning and implementing business plans specifically tailored for the investment industry and related accounting, consulting and financial services companies. We also provide ghostwriting services for, business plans, technical manuals, E-books, blogging, CFA and FINRA exam study materials and topical business articles covering investments, accounting, audit, taxation, economics, politics, monetary and fiscal policy, investment policy and strategies, fundamental, technical, value and growth...

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Education

Loyola University of Chicago
MS Finance/Accounting
1989 - 1991
Overview  |  Job History  |  Portfolio  |  Resume/C.V.

Keywords

cfa
arbitration
writing
editing
FINRA
investments
accounting
CPA JD CFP SEC
business plans
My Snapshot
Elance Level
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  • 12 months
  • Lifetime
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Identity
Username
globalcap
Type
Individual
Member Since
May 2009
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Michael S. | Elance

Michael S.