Expert No. 167583 – CA(S) / NV

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Expertise Description: I have over 20 years of experience in forensic accounting, business valuation, and economic loss damages. My expertise includes lost profits, breach of contract, intellectual property damages, trade secrets, personal injury, labor and employment, marital dissolutions, corporate and partnership dissolutions, shareholder disputes, business valuation, fraud, embezzlement, arson for profit, bankruptcy, business interruption, wrongful death, class action analyses, construction costs review, construction delay claims, workers compensation fraud, inventory / stock valuations, lost rental calculations, real estate damages, and estate trust analyses. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
Representative Litigation Experience:
My expert witness experience includes: Adversarial Bankruptcy Proceedings; Business Interruption; Business Valuation; Class Action Lawsuits; Construction Defect/Delay Claims; Contract Disputes; Corporate & Partnership Dissolutions; Economic Loss Calculations; Employee Dishonesty Claims/Litigation; Employment; Fire; Fraud; Fraud - Workers Compensation Insurance/Brokerages; Intellectual Property;Inventory/Stock Valuation and Loss Calculations; Loss of Profits; Lost Rents; Marital Dissolution; Natural Disasters; Personal Injury; Shareholder Disputes; Theft; Wrongful Death; Wrongful Eviction; Real Estate.
Representative Consulting Services and/or Projects:
My consulting services include: diminution of value for manufacturing companies and firms; business interruption loss for a wholesaler of art products and collectible in Phoenix, Arizona; past and future lost profits for voice technology manufacturer after a flood caused damage to the room and business had to move; value of a litigation-marketing firm owned by employees for an ESOP valuation; damaged in class action wage lawsuit for unpaid breaks, lunches and other alleged violations; Analyzing the disbursements and payments on construction loan and reconcile the actual construction costs to the loan documents; calculated total due on the project; Acted as trustee in various construction defect litigation cases; Reviewing the books and records of company to determine the amount owed to each shareholder upon dissolution of the corporation; researching and analyzing accusation of accounting irregularities made by each party.
Licenses & Certifications: *
CPA/CFF/ABV
CFE
CMA
Education:
DegreeSubjectInstitution
BSAccountingRochester Institute of Technology
MBAFinanceCSU Fullerton
Professional Experience: My professional experience includes participating in seminars and presentations involving investigative accounting, fraud and measurement of damaged to colleagues and members of the insurance industry and legal profession
Awards & Affiliation:
Board Member - Coastline Community College Foundation
Board Member - California State University Fullerton Blue Ribbon Committee
Board Member - Boys & Girls Club of Tustin
Publications:
Authored many speeches to insurance professionals, accountants, lawyers, risk managers, businesses
Cross-Examining a Financial Expert and How to Use an Accountant as a Trustee in Construction Defect
Primary Affiliation/Organization: American Society of Apraisers

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