Banking Expert 455897 CA(S)

Expertise Description

I have more than 30 years experience in the field of Banking with expertise in Real Estate and Lender Liability. I have experience with appraisal and valuation, construction and permanent lending, commercial leases, commercial lease negotiations, commercial lending (secured and unsecured), committee approval process, credit policies and procedures; managing forbearance agreements and workouts, and credit administration and underwriting. I have over 5 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes lender liability (S&Ls, banks, and mortgage companies), alleged non-performance by financial institutions, verbal commitments by lenders, financing feasibility, standards of care in underwriting, credit procedures, appraisal competency, partnership disputes, and mortgage company duties to clients.

Consulting Experience

My consulting experience includes providing financial advise for investment grade commercial income properties.

Professional Experiences

My professional experience includes being Partner at a financial consulting firm, with prior experience as a Managing Director at a commercial real estate development company; Senior Vice President and Banking Manager, Chairman, Senior Vice President and Manager of a loan group; and Loan Officer.


MBAManagementNorth Texas State University
BBAMarketingLamar University Beaumont

Licenses Certifications

Awards & Affiliation

Partial List of Consulting Expert Witness Cases