Ph.D, Finance & Management – Walden University
M.B.A. Finance – National University
Certified Financial Planner (CFP)
Courses Taught at NECB
Risk Management, Insurance, Personal Finance
Courses Taught Elsewhere
Finance, International Finance, Management, Business Administration, International Business, Economics, Risk Analysis, Entrepreneurship, Accounting, Leadership
Financial Advisor and Risk Evaluator 2006 - present: Work with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Also answer clients' questions about the purposes and details of financial plans and strategies. Recommend strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
Publications and Lectures
Roberts, K. (2018). The impact of investments and international finance within the American financial sector. Journal of Interactive Learning Research.
Roberts, K. (2017). Historical review of financial fraud, and security concerns for management information systems. Journal of Information Assurance, Security, and Protection.