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Expertise Description

I have over 30 years in management. My equity analyst experience includes business performance, lost profits, valuation of contract damages, projections and historic studies of revenue and costs, patent, pension funds and losses, trademark and copyright damages, software valuation, disputes over hardware and software performance, investigation for fraud, forensic accounting, evaluation of appropriate personnel compensation, and calculation of lost wages. I have more than 25 years expert witness experience with consultations, deposition, and courtroom testimony.

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Expert Witness

My plaintiff experience includes: Estimate lost profits for mortgage banker; economic damages sustained by auto dealer when computer system they purchased failed to perform as represented; exhibits for settlement hearings; royalty from patent infringement against national retailer; cost of developing subject intellectual property in a chemical research laboratory; Project future growth, including anticipated shifts in markets. My Plaintiff and Defense experience includes: Project pension losses in alleged wrongful terminations and in wage-hour-law disputes. My defense experience includes: cost of operations for a major bank in check processing, proof and transit, reclamation, float loss, and returned (NSF) items; product and sub-product costs; financial strength of dealer; international market value of unique transport industry software product; damages for bank trust company on special use real estate when tenant defaults.

Consulting Experience

My consulting services include: financial and operations reporting; bookkeeping reviews; cost accounting and product profitability; operations and procedures best organizational practices; audit control reviews; bank services and float improvement; system selection, modification, and implementation; shareholder services.


B.A.Biological SciencesUniversity of California Berkeley
MBABusiness AdministrationUniversity of California Berkeley

Licenses Certifications

Certified Management Accountant (CMA)
Certified Information Systems Auditor (CISA)
Certified Computing Professional (CCP)

Awards & Affiliation

Primary Affiliation

Association for Systems Management

Partial List of Consulting Expert Witness Cases