Richard Werner

Rich graduated Summa Cum Laude with a BA in Finance/Accounting from the University of West Florida.

As an Audit Manager/CPA with Coopers his clients included pharmaceutical manufacturing clients, such as Johnson & Johnson Ortho. His role as Director of Financial Planning with Marriott Corporation included business risk analysis and setting hurdle rates for new and existing business segments, including Marriott’s Life Care senior living facilities. He joined the Walt Disney Company as Vice President Strategic Planning (Special Projects) and worked extensively on the Paris Disney Project doing market and strategic analysis for various business segments. In 1990 he formed his own investment advisory firm and raised over one half billion dollars from large institutional funds such as CALPers. He has most recently consulted with various business clients in marketing, finance and strategic matters.