TEACHING
AND TRAINING EXPERIENCE:
Present-
Professor and Chairman - American Academy of Financial
Management -In charge of International Legal Affairs,
Designing programs, courses, exams, requirements for
onsite training programs worldwide including Asia, Middle
East, Europe, Mediterranean, US, Mexico, and CA.
2004
- Present - Appointed Law Faculty Member for the Walter
Diamond Graduated International Tax Program (An accredited
US Law School Program)
2004
- Present - Appointed Adjunct Faculty Member for the
San Jose State University E-Business Programs in Silicon
Valley.
2002
-Present - Loyola University - Adjunct Professor for
the Computer Information Systems. 2002-03 Asst. Prof.
of Legal Studies Teaching Business Law, Legal Environment
and seminars on Contracts, Agency and Partnership, Business
Organizations, Taxation, Estate and Trusts. Also, teaching
seminars in the areas of International, EU, and Internet
Law and Marketing.
2007
- Westwood College - Full Time Faculty - 2003-07 - Lead
Faculty Manager - Interviewing and Evaluating PhD candidates
for college level teaching, monitoring and evaluating
professors, assisting in the launch of new online programs.
Now transitioned to Full Time Faculty.
2002-2004
-DeVry University Online -Business and Technology and
Internet Marketing with a focus on business, government,
legal environment, & ethics - Using E-College Platform
for 4 Courses attaining top tier evaluations.
2002-2003
-Thomas Edison State University -Volunteer Pro Bono
Faculty Federal Tax & Business Law I Course
2002-2003
-Lakeland College -Teaching Economics, American Government,
and Business Law
Present-Adjunct
Faculty-On-Site College Instruction- Loyola University
City College Part of the Computer Information Systems
courses: E-Commerce Consulting and Strategy with focus
on e-business management, law, writing, business planning,
marketing and international global e-business. Internet
Technologies with a focus on the Internet, management,
ebusiness, ethics and business technology usage.
1999-2001
Legg Mason Wood Walker, Inc.
Senior position in training and coaching 170 financial
advisors with a Wall Street Firm in aspects of Wealth
Management, Business Law, Estate Planning, Tax &
Accounting Management, Investment Management, and Financial
Planning. Presentations & Publications at National
and Regional Conventions and Conferences. Developed
Syllabi, Materials, Coursework, Testing.
January
1999-2001 - Adjunct Faculty -Loyola University College
of Business Administration
Ÿ Business Law: including business entities, international
business, financial issues, and ethics.
Ÿ Legal Environment of Business including legal
fundamentals, international legal issues, and ethics
Fall,
Spring, & Summer 1998 to 1999
Officer -First American/Amsouth Corp. (40 Billion Corporation)
Deposit Guaranty National Bank/Investment Services Group
In House Training and Corporate Presentations to Public.
Investment Law Planning Training, Presentations and
Seminars in Two State Region Prepared, Edited, Published.
Estate Law & Tax Planning Presentations and Seminars
in Two State Region Prepared, Edited, Published, Presented
in Compliance with SEC Law
Fall
& Spring 1997 to 1998
Loyola University JAB College of Business Administration
Guest Lecturer in Business Law & Legal Environment
Summer
1997
Catholic University of Belgium in Conjunction with Loyola
Guest Lecturer-International Law, EU Law, and Business
after receiving doctorate with international law focus
in 1996 and completing international legal studies certificate
program.
RESEARCH
INTERESTS
Marketing
and Recruiting (Internet), Wealth Management, International
Taxation, International and EU Law. Corporate, LLC,
and Agency & Partnership Law, Internet Business
and Legal Issues, Business Law, Investments and SEC,
Financial Regulations, Tax (including Income & Federal)
, Business Entities, Legal Environmental Issues, Legal
Ethics, Estates, Trusts, Constitutional Issues, Copyright,
Trademark, Wills, Trusts, and Law & Government.
Securities, Compliance, E-Commerce Law, E-Commerce Copyright
and Trademark, E-Commerce Taxation, eBusiness Management
and Marketing, and Comparative Law.
ACCREDITATION STRENGTHS:
Earned
90 hours of graduate law credit hours from an accredited
law school, 24 plus hours of focus on International
Law and Business. 18 plus graduate credit hours in the
tax and accounting fields. Over 50 graduate credit hours
earned in a nationally accredited MBA program. Completed
2 terminal degrees individually with concentrations
in each degree.
Planned
Giving, Institutional Advancement, Enrollment &
Development Strengths
Past
fund raiser for Tulane University in a Development Position
1989-1990
Consultant to Dean Richard Whitesid, PHD of Tulane University
for Worldwide Internet Recruiting
Consultant for University of Southern Mississippi and
Southeastern Louisiana U.
Tax and Estate Planning Expertise
Fundraising and Campaign Experience on Staff for George
Bush for President 1988-1989
Corporate Trainer on Tax, Charitable Giving, Estate
Planning, Options, Hedging, Investment Management, and
Wealth Management.
PROFESSIONAL,
UNIVERSITY, AND CORPORATE WORK EXPERIENCE
Oct
2003-2007 Attorney and IT Consultant, Kahn Gauthier
Law Group, LLC New Orleans
Aug
2001 - 2007 - Honorary Academic Chairman for the American
Academy of Financial Management - An AACSB & ACBSP
Member Organization and UN United Nations Consultative
Status Applicant.
2003-2007
Consultant to User
Strategy Global in Hong Kong
Aug
2001-Present - Honorary President, E-Commerce Institute
http://www.ceccertified.com
Managing global academic organization and financial
and business management. Hiring and outsourcing IT projects.
Responsible for day to day Marketing, PR strategy, budget,
and mission. Acting as Legal Counsel and risk management
consultant to the company. Expanded membership to 75
countries. Negotiated contracts, contracted revenue
share agreements & co-branding agreements. Built
marketing alliances with major universities and corporations
worldwide. Advising companies on ebusiness marketing,
law, and ecommerce.
2002-2007
Chairman of the Board for the International Project
Management Commission - Hong Kong, Singapore and Dubai
- Author of the updated IPMC Handbook and Manuals.
2001-2004
- Wealth Management Consultant to Westend
Capital Management San Francisco CA
November
1999 to Aug. 2001 - Senior Financial Planner and Wealth
Management Advisor Legg Mason Wood Walker, Inc. - Senior
Financial Planner (Estate Planning & Wealth Counselor)
in charge of high net worth estate consulting in the
southern markets. In charge of wealth management consulting
and training for a multi state area. Writing and publishing
securities and compliance memos, brochures and presentations.
Working in conjunction with 170 advisors in a 20 branch
system. One of three Senior Level Managers in the Wealth
Management Department for a 5000 person firm.
September
1998 to 1999 Regional Financial Officer - First American
Corporation/ Amsouth Bank Corporation - Financial Planner,
Personal Wealth Advisor, and Advisor to Stockbrokers
on estate planning, financial planning, legal issues,
fiduciary issues, notarial services, banking, &
investment management. Responsible for 2 state area.
January
1990 to 1998 - Officer, Consultant, and Corporate Counsel,
Legal and Business Manager
Fonsylvania Corporation, New Orleans, LA - Legal and
financial representation and research for Fonsylvania
and other private clients. Strategic planning advisor
to the corporation. Manager of several aspects of the
Corporation.
November
1989 to 1990 Project Coordinator for Development and
Planned Giving Tulane University, New Orleans, LA- Responsibilities
included coordination of events, alumni communication,
and managing & improving alumni and donor activity.
Marketing all programs to alumni.
September
1988 to February 1989 Coalitions Director. George Bush
for President, Washington, D.C. Managed Communications
with Strategic Groups, Presidential Security and Inaugural
Committee.
Summer
1988 Assistant to the President, International Political
Leaders Program
Coordinated and Managed Events, Mailings, PR, and Tasks
to Enable a Successful Visit of Foreign Governmental
Officials.
PUBLICATIONS
- Prof. Mentz has authored and published 16 books and
hundreds of other publications.
2007
- Prof Mentz contributes and publishes over 40 articles
to the Financial Management Journal. Mentz edited or
authored the articles for the Global Journal.
Published
Books - Prof.
Mentz has authored/published over 15
Books
Summer
2006 - Treatise on Wealth Management - Published
Spring
2006 - Executive Manual for Project Management - Prof.
Mentz - Published Globally March 2006
Fall
2005 - Wealth Management Manual for Training International
- Published - December 2005
Fall
2005 - Abundance and Prosperity - Wealth Management
Behavioral Treatise - Publication April 2006
Summer
2005 - The Science of Growing Rich - The Psychology
of Wealth Management - Published Xlibris 2005
Winter
2004 - "Internet Marketing to the English Speaking
World" CEC Journal
Winter
2004 - "The State of Financial Education and Ethics"
JIFAM Journal
Winter
2004 - Whiteside, Mentz - Education Savings Plans and
College Financial Planning
Fall
2003- Mentz, Whiteside - Internet Enrollment Management
- Educause Journal
Summer
2003 -The Winds of Change & Enrollment Management
"Edu-Trends, College Access, and Economic Dynamics"
Whiteside and Mentz
Spring
2003 Online Recruiting and Ethics - ACCRAO Journal Dean
of Tulane University Admissions; Richard Whiteside and
George Mentz; Asst. Professor of Legal Studies Loyola
University CBA
Spring
2003 - Online College Admissions and Marketing - Dean
of Tulane University Admissions; R. Whiteside and G.
Mentz C & U Journal
Fall
2002 Anatomy of Online Recruiting for College Admissions
Dean of Tulane University Admissions; Richard Whiteside
and George Mentz; Asst. Professor of Legal Studies Loyola
University CBA
Spring
2002 Financial Prosperity and The Secrets of Building
Your Practice -ProducersWeb and AAFM Online Financial
Journal, G. Mentz, JD, MBA
Fall
2001 Copyrights and Trademarks Law for Internet Businesses,
G. Mentz, Esq. AEA Online Magazine
Fall
2001 G. Mentz. Leadership and Human Potential. Manuscript
- 30,000 word thesis. Scheduled for final publication
in the Fall of 2004.
Fall
2001 G. Mentz, "Donor Advised Funds and Uses with
Charities"
Compliance Approved Manuscript for Legg Mason Wood Walker,
Inc. Published for use with the General Public by over
1000 employees.
Spring
2001 E-Commerce Consulting "What to look for in
e-Consultant"
Hong Kong E-Commerce Consulting Society
Fall
2000 G. Mentz, "LLCs, The Tax Advantages for Family
Asset Protection and Estate Planning" Wealth Management
Seminars, Legg Mason Wood Walker, Inc
Spring
2000 G. Mentz, Section 529 Educational Savings Plans
"Investing and Estate Planning Benefits" Compliance
Approved Manuscript for LMWW, Inc. Published in 20 States
to over 1000 employees.
Spring
2000 "Technical and Fundamental Analysis of Business
Organizations" Edited by G. Mentz. International
Institute of Certified Financial Consultants Magazine.
Published in 17 Countries.
Spring
2000 Gardner, Rafalko, Mentz, et al "Incentive
Stock Options and Non-Qualified Stock Options"
"Tax Issues" Compliance Approved Manuscript
for Legg Mason Wood Walker, Inc.
Fall
1999 G. Mentz, "Financial Designations of Investment
and Financial Planning Professionals.
Spring
1999 G. Mentz, "Estate Planning, Wills, & Trusts",
Honors Mag., Volume 50, Spring
Spring
1999 G. Mentz, "1031 Tax Deferred Exchanges"
Written, Edited, Presented to the Estate Planning Council
Conference of First American Corporation. Published
AAFM Online Magazine
Fall
1998 G. Mentz, "Conservative Investing in the New
Millennium" Invest Financial Seminars, Invest Financial
Corporation. Approved for Distribution and Publication
by Compliance Review.
Fall
1997 G. Mentz, "A Recent Look and the Taxpayer
Relief Act of 1997" TEPLR Journal
TEPLR Journal.G. Mentz "Small Business, LLC's,
and the Law" How the TRA 1997 Relates"
PRESENTATIONS
Spring
2006 - Financial and Wealth Management in the 21st Century
- Dubai, UAE AAFM Conference
April
2006 - Speech in Nassau, Bahamas to Project Management
Commission Meeting sponsored by the College of the Bahamas.
2005 - Global Wealth Management - Beijing China Wealth
Management Committee
Fall 2004 - Internet Marketing Management - City University
of Hong Kong Seminar
Winter
2004 - Financial Education and Training Trends - Royal
Society of Fellows Conference
Spring
2004 - WTO Transitions - Digital Fortune - Webcast Interview
in Beijing, China to 190,000 people
Fall
2003 - Financial Training and NAFTA - Featured in El
Norte Newspaper Mexico
Fall
2003 Internet Marketing and E-commerce Consulting -
Condor Falcon Society
Fall
2002 Online Marketing Tactics and Strategy
Loyola Seminars to Business Honor Societies.
Summer
2001 "The Tax Act of 2001" "The Legislative
Impact on Estate Planning, Education Planning, and Retirement
Law" Seminars in Several States Legg Mason Wood
Walker, Inc Departmental Conferences and Seminars.
Fall
2001 "Internet Law, Management, and Finance"
Presentation to the World E-Commerce Forum Conference
Online Executives Conferences"
Summer
2001 "The IRS and Treasury Regulations of 2001"
"Changes on Life Expectancy, Succession Planning,
and Distributions from Retirement Plans" LMWW
Fall
2001 "Planned Giving, Financial Products, and the
Internet" University of Southern Mississippi and
Regional Greater New Orleans Private Schools. Presentation
given to Top Institutional Advancement Personal in Louisiana
and Mississippi.
Spring
2000 "Wills, Estates, and Trusts" and "Wealth
Management and Estate Planning" A 2 Part Series,
ABC Affiliate KTRK Houston, Texas Channel 13 Keynote
Speaker for Public Service and Educational Television,
Delivered in a 4 million market.
Spring
2000 "Employee Stock Options, Beyond the Basics"
Legg Mason Training and Customer Education Seminars.
Presented in Several States to Millionaire "Impact"
Seminars
Spring
2000 "529 Educational Savings Plans and the Tax
Impact" Legg Mason Managers Conference. Annapolis,
Maryland
Spring
2000"Estate and Tax Planning for the Closely Held
Corporation" Paper and presentation presented to
the National Homebuilders Association. Dallas, Texas.
Spring
2000 "Beyond Traditional Financial Planning"
Presentation presented to the Legg Mason Producers Conference
which is the national annual conference of internal
executives. Baltimore, Maryland.
Fall
1999 "Differences in Financial-Legal Competence"
Paper presented at the American Academy of Financial
Management . Online Journal
Fall
1999 "Investment Supervisory Services and Industry
Outlook on Investment Advisors"
Written, Edited, and Presented at Investment Network
Meeting.
Spring
1997 "Qualities of Successful Leaders" Leadership
Course, Paper Presented to the Loyola Graduate Institute
of Leadership Development
Summer
1997 "New Developments in the International Legal
and Financial Laws of the European Union" Written
& Presented Catholic University of Belgium.
Spring
1996 "Civil Rights Under Interdiction (Guardianship)
and Managing Your Own Affairs" Paper presented
at the Tulane Law School Legislative Process Group.
.PROFESSIONAL
ORGANIZATIONS, SERVICE, & MEMBERSHIPS
· American Bar Association & Louisiana State
Bar Association
· Member of the International Law Bar Section
& Tax and Estate Planning Section
· Academy of Legal Studies in Business Member
in Good Standing
· Adjunct Peer Review Board - Journal of Technological
Impact
· Investment Management Consultants Association-Member
Good Standing
· Passed -SEC Series 7, 65, & 63 Licenses
NASD
· Member of The Institute of Financial Consultants
MIFC International
· Completed Tax & General Tax Preparation
Training & Certificate (Jackson Hewitt)
· Notary Public Association Member
· Registered Financial Planners Institute®
RFP License
· Board of Directors, ARRNO Rehabilitation Facilities
(community service) 1999-2001
· Estate Planning Council-First American Corporation
· Executive Committee, World E-Commerce Forum
2000-2001
· Estate Planning & Business Law Section
of American Bar Association
· World Trade Center International-Member in
Good Standing
· Loyola Graduate Institute of Leadership Development-Fellow
· Past Editor of Loyola Tax and Estate Planning
Law Review Articles
· Chairman & Officer of the Estate &
Legal Planning Presentations 1998-99 First American
· Member of the Technology Division of the Bar
Association
· St. Martin's Church - Men's Service Group
· CEC and AAFM Scholarship Foundation Board of
Directors
· Member of Phi Delta Phi International Legal
Fraternity
· Member of Delta Kappa Epsilon
· Member of the Royal Arch
· Member of the Scottish Rite
· Member of the Skull and Bones Friars Organization
·
Member of the Yale University Club of New York
· O.Q.™ - Order of Quaestor ™
ABROAD, INTERNATIONAL, & FIELDWORK EXPERIENCE:
·
1997-2004 - Consulted in China, Latin America, Europe,
and Hong Kong
· Summer 1997 International Business Law and
Finance Research, Study, Teaching, and Presentations
- Catholique University of Belgium, Brussels Belgium
· Summer 1996 International Study and Legal Research,
William & Mary Law School Madrid, Spain in conjunction
with the Universatario San Pablo
· Summer 1995 International Legal Coursework,
Cuernavaca, Morales, MX - Comparative Legal Studies
& International Business Law
· Summer 1994 International Legal Coursework,
University of Sao Paulo Law School, Brazil - Latin American
Legal Systems
HONORS,
AWARDS & CERTIFICATES:
·
Appointed to the Executive Committee of the World E-Commerce
Forum
· Officer with The American Academy of Financial
Management 1998-2006
· Honorary Doctorate and PHD Awarded for Published
Scholarly Work and Dissertation Defense. 2005 *This
Doctorate has a focus in Metaphysics and Religion. This
this doctorate is not used by Mentz in Academia or Law.
· CILS International Legal Studies Certificate
Award 1996
· Condor Falcon Academic & Leadership Award
1997, President, and Faculty Advisor
· Officer's Appointment for First American Corporation
1998
· Officer Elected to Estate Planning Council
of First American Corp. 1998-99
· Elected Board Member of the Institute of Certified
E-Commerce Consultants 2000
· Advisory Board of The American E-Commerce Association
2000-2004
· Legg, Mason, Wood, Walker Senior Training,
Coaching, and Teaching Team 1999-2001
· Distinguished Faculty Award 2004-2005
SKILLS:
Computer, Web Development, Content Mgt, Word, XL, Web
Strategy and Marketing
LANGUAGES:
Rudimentary Level - Spanish, French, German
TEACHING
PHILOSOPHY: To strive for excellence in teaching
courses is my primary mission. A secondary objective
is to incorporate the best features of my practical
experience into lectures, facilitation, and student
interaction. Personally, teaching is an art that must
be engaged with enthusiasm, skill, and a desire for
personal growth through quality instruction, research,
publication, and student counseling that includes such
traits as:
·
Showing concern and respect for students
· Using teaching methods that allow students
to actively learn in conjunction with the class
· To enable students to learn and synthesize
legal and ethical information
· Utilize appropriate assessment tools and styles.
· To facilitate critical thinking and adult discussion.
· Giving and receiving high quality feedback
· Making the course and material stimulating
· Clearly explaining student expectations and
terminal course objectives through written, verbal,
and Internet delivery.
· Encouraging student independence and use of
technology for research
· Inspiring the students in their career objectives
· Creating satisfied students who become future
alumni that will perceive value and quality from their
Educational Experience
· Integrating technology and teaching into the
course environment.
EDUCATIONAL
CONCENTRATIONS My career includes completing a post
(Juris Doctorate) masters degree which included a heavy
emphasis on international law, international business,
and financial services. Further, my MBA education required
over 50 graduate credit hours in contrast to a shorter
24 hour LLM or combined JD/MBA program. This afforded
an opportunity to take the standard 90 hours of law
with over 54 hours of graduate international courses,
finance, accounting, and business. I believe that being
able to mix practical business experience with practical
legal and marketing skills, international and comparative
legal thought, e-Business, financial, accounting, and
ethical issues is an advantage that I have in teaching.
With years of university and graduate school teaching
experience and professional training & seminar experience
in the corporate and ebusiness world, I have learned
to understand and explain concepts as they relate to
real life, business practice, legal and ethical situations,
and corporate management. It is my entrepreneurial,
international, and legal background along with the above
attributes that will remain my strengths as a faculty
member.
INTERESTING
FACTS:
George
Mentz completed international Law Courses with William
and Mary Law School. William and Mary is the Oldest
College in the United States with a Royal Charter. (as
Harvard did not receive a royal charter before W&M)
Furthermore, Prof. Mentz
attended MBA Courses in conjunction with Catholic University
of Leuven, Belgium which is the oldest Catholic University
in the World.
Mentz
has taught over 100 college, graduate school, and executive
training courses in his career which is the equivalent
of 16 years of full time college, GRADUATE, or law school
teaching.
George
Mentz, Esq. International Legal Consulting Website
. This site illustrates Prof. Mentz and his
international consulting practice. George Mentz is
a licensed attorney and is trained in International
Law and Business. Mentz has an earned MBA from an
AACSB Accredited Business School and holds a Juris
Doctorate Degree from an ABA Approved Law School.
Prof. Mentz has faculty appointments and credentials
in Silicon Valley, Miami, Chicago, Denver, Hong Kong,
Singapore, and The Bahamas. . Prof. Mentz is a consultant
providing expertise to Fortune 100 companies in several
countries.
- The
first person in the United States to achieve "Quad
Designation" Status as a JD, MBA, licensed
financial planner, and Certified Financial Consultant.
- Prof.
Mentz has authored/published over 15
Books and has been featured or quoted in the
Wall Street Journal, The Hindu National, El Norte
Latin America, the Financial Times, The China Daily,
& The Arab Times. His research, publications,
and speeches have been syndicated into over 100
countries.
- Prof.
Mentz has recently been elected to the advisory
board of the GFF Global Finance Forum in Switzerland
and the World E-Commerce Forum in London, England
- Mentz
was Editor and Chief for the Original Tax and Estate
Planning Law Review at Loyola University (A Loyola
Chartered Organization).
- One
of the First Lawyers in the USA to be credentialed
and compliant to teach law in all 50 states in law
school, graduate and undergraduate colleges and
universities.
- Prof.
Mentz has established Training Centers over 12 Countries
around the world: Hong Kong, Dubai, Mexico, Beijing,
Singapore, Taiwan, USA, Bahamas, India, Russia,
EU, India, Africa, Vietnam, The Bahamas and more.
- General
Counsel and Attorney of AAFM US Academic Operations
Worldwide - Board of Standards Member
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