Prof. George Mentz |
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JD, MBA, CWM ™, MFP Mas. Fin. Professional |
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- The first person in the United States to achieve "Quad Designation" Status as a JD, MBA,
licensed financial planner, and Certified Financial Consultant.
- General Counsel and Attorney of AAPM US Academic Operations Worldwide - Board of Standards Member
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- "AAPM Certified Trainer" in wealth management, market analysis, and estate planning by the AAPM Board
of Standards. AAPM offers training worldwide in select countries.
- Editor and Chief for the Original Tax and Estate Planning Law Review at Loyola University (A Loyola
Chartered Organization).
- Director and General Counsel of IIPA LLC Global
- Director and General Counsel of ML, Limited Global
- Director and Chairman of the Global Project Management Advisory Board and Advisory Board to AAPM Asia
Operations
- Consulted with Wall Street and Banking Firms, Trained Financial Advisors, and Instructed Clients
from 30 jurisdictions on Financial Planning, Investing, Taxation, Insurance and Estate Planning.
- Consulted with Several Fortune 100 Companies and International Banking Institutions
- Diversified wealth management practitioner experience involving training, marketing, management,
development, finance, financial planning, teaching, education, and e-commerce.
- Licensed Attorney and Counselor of Law US Federal Courts LA
- Mr. Mentz oversees several companies operating worldwide.
- Teaching accredited college level estate planning, investments, economics, finance, & tax courses and topics
along with e-commerce strategy, law, and marketing for several universities.
- Inventor of the Legal and Plastic Surgery Z-5 Internet Marketing Program Worldwide™
- Researched and published worldwide in the area of taxation, financial analysis, investments, estate planning,
and financial consulting.
- Appointed Faculty member St. Thomas Law School Graduate LLM Program in Miami.
- Appointed Faculty for the prestigeous Silicon Valley SJSU E-Business Programs.
- Lead Faculty Manager, Curriculum Subject Matter Expert, Consultant, and full time law teacher for Westwood
College.
- Investment Advisor Representative Law Exams Passed.
- Certified Financial Consultant License Achieved
- Licensed and Registered Financial Planner Registration Achieved
- Licensed and Certified E-Commerce Consultant Trainer
- Corporate training and Course Development experience with major corporations and University Instruction Online
and OnSite
- On Faculty for Several Universities Teaching Online and On-Site
- Faculty member 1995-2005 teaching business law, taxation , corporations, legal environment, business entities,
e-commerce management and law, investments, ethics, financial planning, estate planning, wealth management.
- Published, written, and presented multiple articles and research in venues such as print, magazine, journals,
television, several college universities, and websites.
- Keynote speaker at seminars, conventions, and conferences
- Quoted and Author of Published articles in 20 Countries and 20 Major US cities on finance and ebusiness
consulting.
- Experience as a Top Project Management Advisor for a Wall Street Firm
- Founder of companies, joint ventures, and alliances in US, EU, Asia, Greece, Portugal, Africa, Belgium,
Singapore, China, Russia, Canada, Malaysia, and other countries.
- Member Phi Delta Phi International Legal Fraternity, Member Delta Kappa Epsilon International , Skull and
Bones Friars Member, Member Scottish Rite Masonic Bodies, & Member of the York Rite and Royal Arch.
- International television and press interviews in several Latin and South American Countries also featured in
"El Norte" Newspaper.
- Keynote speaker in Beijing and Hong Kong. Featured in major newspapers throughout Asia.
- Presented to International Financial Executives at the UN Geneva Conference.
- Master Financial Professional Trainer Certified
- Negotiated International Agreements with CFP ™ Board and AIMR ™ International
- Accepted as an Expert Witness NASD Arbitration Panel 2003
- Founder of the AAPM and CEC Global Scholarship Program for disadvantaged students worldwide.
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Graduate And International Education For Prof Mentz: |
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M.B.A. Loyola and Catholique University Graduate School in Louven, Belgium, Condor Falcon School
Member, Chairman of the Tax & Estate Planning JD & MBA Law Review (1998) Completed research & studies,
and provided international lectures in Belgium. |
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Loyola University School of Law, Juris Doctorate in International Law Attended law courses at William
& Mary and Tulane Law School Completing law studies in Madrid Spain, Sao Paulo Brazil, Cuernavaca Mexico. (1996)
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Louisiana State University , Bachelor of Arts in International Politics Attended University of
Innsbruck, Austria (1983) |
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Professional Designations And Service: |
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AAPM Certified Market Analyst and Registered Financial Analyst, Master Financial Professional, Chartered Trust and
Estate Planner Triple Board Certification.
Successfully Completed US SEC NASD Series 7, 63, & 65 Securities Licenses, Registered Investment Advisor
Representative
Licensed Attorney, Licensed Financial Planner, Certified Financial Consultant, and Notary Public License
Investment Management Analyst Certificate, Policy, Analysis, and Manager Selection
CEC Certified E-Commerce Consultant
Board of Directors for 3 non-public companies and one charity |
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Other Past Project Managment Experience: |
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- WESTEND CAPITAL MANAGEMENT CALIFORNIA - Global Consultant
- WEALTH MANAGEMENT ADVISORY BOARD - ASIA
- WEALTH MANAGEMENT COMMISSION - US
- Konigstein.COM Global Executive Consultant
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Research and Testimony as a Securities Expert in Arbitration Cases in assisting in protecting consumer rights and
ethics in the profession. Advised on Suitability, Supervision, Misrepresentation, financial planning.
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LEGG MASON WOOD WALKER, INC. |
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Senior Financial Planner, Project Management Advisor covering Multiple US States and several jurisdictions. One of four high
net worth consultants for an International Firm. Project Management sales consulting, seminars, training, national presentations,
television broadcasts, coaching, internal writing, net & web content, department compliance, and product consulting for LMWW.
Project Management - A Team Leader for Southern U.S. Managing projects and events. |
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FIRST AMERICAN/AMSOUTH BANK |
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Financial Officer, Project Management & Financial and Estate Planning Manager. Wealth Council Member. Trust Liaison for Region
along with marketing, newsletter, presentation, training, and management capacities. |
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AMERICAN ACADEMY OF PROJECT MANAGEMENT Board of Standards LLC. owns the designation marks MFP MASTER FINANCIAL PROFESSIONAL (tm)
CWM CHARTERED WEALTH MANAGER (TM) CMA CERTIFIED AND CHARTERED MARKET ANALYST (TM) and federal copyrights which it awards to
individuals who successfully complete initial and ongoing certification and charter requirements. |
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