Expert 96790 - CA(S)


Expertise Description

I have over 40 years experience providing management, financial and advisory services involving corporate governance, management, compensation, financial and banking matters including underwriting commercial loans for small businesses. I have additional experience serving on boards, assisting in corporate restructures and providing advisory services to a diverse group of clients including corporations, law firms, financial institutions, and governmental agencies. I have more than 15 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Consulting Experience

My consulting experience includes: Development of compensation and incentive programs, policies and procedures, asset / liability management, and strategy planning; Administration and development of bank portfolios and mergers and acquisitions; Consultations on matters that include banking, cash controls, checking accounts, real estate lending, construction loans, commercial lending, credit cards, lender liability, guaranty demands, and shareholder and insider business and loan transactions.


Education

DegreeSubjectInstitution
Bachelor of ScienceBusinessUniversity of California at Los Angeles
Master'sBusiness AdministrationUniversity of Santa Clara

Licenses Certifications

Awards & Affiliation

Primary Affiliation

Western States Bankcard Association


Partial List of Consulting Expert Witness Cases



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