Expert 314837 - CA(N)

Expertise Description

I have spent over 40 years in the field of Finance. My areas of expertise include modern global banking, capital markets, and corporate finance, including structured finance, valuation, investment analysis, and derivatives. I have additional experience with underwriting numerous commercial real estate projects for national developers; assessing problem resolution strategies for major real estate workouts in the U.S., Canada and Australia; managing a secured finance and securitization business; and launching global sales financing partnership programs with major corporate customers. I have been providing consultations, deposition, and courtroom testimony as a financial expert witness for over a decade.

Areas of Expertise

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Professional Experiences

My professional experience includes working as a Management Consultant, Asset Based Finance Head, Country Corporate Officer, Asia/Pacific Business Head, Director of Captive Finance/Senior Credit Offer, President & CEO, Managing Director of various financial corporations. I have also worked as an Adjunct Professor and Lecturer, as well as the head of a real estate financial company.


Degree Subject Institution
M.B.A. Finance & International Business University of California Berkeley CA
B.A. Liberal Arts University of California Berkeley CA

Licenses Certifications

California Association of Realtors (licensed broker)

Awards & Affiliation

American Association of Bank Directors
Risk Management Association
California Association of Realtors
Truckee Tahoe Community Foundation

Primary Affiliation

American Association of Bank Directors