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China
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India
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Malaysia
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Latin America & Mexico
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Middle East
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Singapore
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US
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Carribean
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| American Academy of Financial
Management ™ - Mentz BIO & CV |
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Prof.
George Mentz, JD, MBA, CWM ™, MFP Mas. Fin. Professional. Attorney
at Law & Notary Public
- General
Counsel & Chairman for AAFM US Academic Operations
Worldwide - Board of Standards
- The
first person in the United States to achieve "Quad
Designation" Status as a JD, MBA, licensed financial
planner, and Certified Financial Consultant.
- Featured
and quoted in the Wall Street Journal ™, The Hindu
National, The Financial Times Asia, The Arab Times,
and El Norte Latin America.
- Licensed
Attorney and Counselor of Law US Federal Courts EDLA
and State License - LA
- "AAFM
Certified Trainer" in wealth management, market
analysis, and estate planning by the AAFM Board of Standards.
AAFM offers training worldwide in select countries.
- Editor
and Chief for the Original Tax and Estate Planning Law
Review
- Professor
for Wealth Management In San Diego TJSL Law School LLM
Program
- Elected
to the Advisory Board of the Global Finance Forum -
Switzerland 2006-7
- Board
of Advisors of the World E-Commerce Forum & ERISA
Fiduciary Guild
- Author
of Several books on Wealth Management, Human Potential
& Project Management
- Faculty
Appointments and Graduate Excecutive Training Appointments
for law schools, business schools, and Training Centers
in: Miami, Denver, Hong Kong, Nassau, Bahamas, Silicon
Valley, CA, Virginia, New Orleans, Dubai, San Diego,
Chicago, and more.
- Consulting
to the US Government on Economic Trends and Employment
Issues.
| *Professor
Mentz addressing China National Media at the Global
Wealth Management Summit in Beijing China |
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Contact Professor
Mentz
- USA
Director and Chairman of the Global Wealth Management
Advisory Board and Advisory Board to AAFM American Academy
of Financial Management
- 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.
- 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.
- Full
Time Faculty Appointment, Subject Matter Expert, Consultant,
and full time law faculty.
-
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 1995-2007 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 Wealth Management Advisor for a Wall Street
Firm
- Founding
Shareholder 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 Masonic
Bodies.
- International
television and press interviews in contries such as
China, Mexico and USA
- Keynote
speaker in Beijing and Hong Kong. Featured in major
newspapers throughout Asia.
- Presented
to International Financial Executives at the Geneva
Wealth Mgt. 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 AAFM AAPM and CEC Global Scholarship Program
for disadvantaged students worldwide.
GRADUATE
AND INTERNATIONAL EDUCATION FOR PROF MENTZ:
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. Loyola University School of Law (1996)
Gradute International Law Diploma -
Certificate in International Legal Studies - (1996) -
Satisfying all of the requirements for the International
Law Graduate Program.
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.
Université
de l'Etat de la Louisiane , Bachelor of Arts in
International Politics
after attending courses in the USA and Europe Universität
von Innsbruck UNO Program (1983-8)
PROFESSIONAL
DESIGNATIONS AND SERVICE:
AAFM
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
OTHER
PAST WEALTH MANAGEMENT EXPERIENCE:
WESTEND
CAPITAL MANAGEMENT CALIFORNIA - Ouside Consultant
WEALTH
MANAGEMENT ADVISORY BOARD - ASIA
WEALTH
MANAGEMENT COMMISSION - US
USERSTRATEGY.COM
Global Executive Consultant
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.
LEGG
MASON WOOD WALKER, INC.
Senior Financial Planner, Wealth Management Advisor covering
Multiple US States and several jurisdictions. One of four
high net worth consultants for an International Firm.
Wealth Management sales consulting, seminars, training,
national presentations, television broadcasts, coaching,
internal writing, net & web content, department compliance,
and product consulting for LMWW. Wealth Management - A
Team Leader for Southern U.S. Managing projects and events.
FIRST
AMERICAN AMSOUTH BANK
Financial Officer, Wealth Management & Financial and
Estate Planning Manager. Wealth Council Member. Trust
Liaison for Region along with marketing, newsletter, presentation,
training, and management capacities.
American
Academy of Financial 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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