With a decade as an SEC registered Investment Advisor Representative and licensed securities broker in the US, plus experience in commercial real estate portfolio asset management for private equity clients, Moss now provides fee-based sell side research for private clients and publication in his journal Finance Colombia.

A typical client wishes to obtain an evaluation of potential providers such as technology providers, outsourcers, professional services firms (law, finance, software, IT, etc.), or contact centers. In such cases we provide research and due diligence services. This diligence is especially valuable when a client is considering entry into a new market.

An enterprise wishes to obtain research, advisory services & decision support on locations, including government incentives, labor conditions, real estate, competitive landscape, etc. Often a provider may be considering a location but no decision has been made. We are able to gather the necessary information & conduct the investigation protecting their anonymity, or leveraging our media reach to gather & compile detailed information valuable to our clients

Formally trained and certified in PMP methodology, Loren Moss has managed countless complex projects both domestically and internationally with a track record of success in diverse environments including corporate, industrial, defense, government, laboratory & academic.

Publishing houses and corporate clients have engaged Loren when they need to articulately express their voice through the written word. Loren is the publisher or editor on several hardcover nonfiction books in print, along with editorial credits on several novels, dozens of white papers & reports, and over a thousand news articles

A client (provider or location) wishes to obtain greater share of mind with existing potential clients or investors, resulting in more spend with existing clients or investors & a broader client/investor base-in other words, a more strategic relationship with more clients.

Why Engage Loren Moss?

Loren Moss is a respected analyst, publisher & researcher with executive leadership experience and deep domain knowledge in the areas of:

  • Capital Markets
  • Location Analysis & Site Selection
  • Customer Experience
  • Finance & Fintech
  • Economic Issues of The Americas
  • Transformative Business Tech
  • Global service delivery (BPO, Shared Services)
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With over 20 years of experience, Loren Moss combines hands-on executive and leadership experience with the insight & analytical skills of a journalist and researcher. Fluent in English & Spanish, Loren Moss is a published author with several books and over a thousand papers and articles published in business & technology media. Loren Moss is trusted by a blue chip roster of enterprise and government clients.

Reach out to me here, in English or Spanish, and I will receive the message directly. You can also reach out to me via LinkedIn using the social media icons below. I look forward to us getting in touch!

Contact me here, or using the Whatsapp Icon at the lower right

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