Financial Services Expert Witness MD 530905

Expertise Description

I have worked in the financial services and information technology field for more than 35 years. I specialize in all aspects of risk analysis including credit and cyber issues, and all areas of mortgage financing. I have an extensive knowledge in auditing; bond trustee payment/disclosure; budget analysis; business due diligence; capital markets/credit analysis; cash flow generation issues; data mining, extraction, stratification and reporting; financial modeling; fixed income securities; forensic loan reviews; governance; insurance; IT strategy and security; mortgage backed securities; operational risk management; regulatory compliance; and underwriting. I have provided my services for over 5 years as a financial services expert witness.

Areas of Expertise


Degree Subject Institution
B.S. Finance SUNY – Albany

Awards & Affiliation

Asset Managers Forum

Primary Affiliation

Asset Managers Forum