Neal J. Shikes, CRPC

Greater New York City Area United States

The Trusted Fiduciary (trustedfiduciary.com, willingfiduciary.com)

Finance / Banking / Insurance

B.S. Economics (Money, Banking, and Finance Concentration) FINRA Series 7 (formerly Series 31, 63, 65) Chartered Retirement Planning Counselor (CRPC) Subject Manner Expertise: Operation SME .All clearing functions, collaborations, P&P, communications, and improving efficiencies . HF start-ups/relationships (prime broker, governance, administrator, custody) . US/non-US hard asset monetization structuring Wealth Management SME . Business Development, Relationship Management, portfolio construction incl. alt structures, tools, data and analytic services, security Retirement Plan design, retirement/financial planning List of Consultation Engagements . Alternative Investm...