Commercial Banking Expert 516477 CA(S)

Expertise Description

I have more than 30 years of experience in Commercial Banking, Lending, Finance, Investments, Acquisitions, and related Operations functions including numerous published articles in Finance. As EVP-Finance and Administration of one of the largest private equity business in Los Angeles for 7 years, I directly participated in buying and operating scores of businesses in the US and Europe, including due diligence, negotiation, finance and management. As a Bank Executive I have helped design and build two new bank offices in California and also responsible for regulatory policy, compliance, staffing & development, and P&L, and including real estate and asset-based loans (ABL), Loan Committees, plus Director and Investor. I have prior expert witness experience with consultation and deposition.

Areas of Expertise

Expert Witness

My expert witness experience includes working as a finance expert and providing litigation support in breach, misrepresentation, fraud and other actions under complex Business, Employment and Family Law cases.

Consulting Experience

My consulting experience includes working as an Investigative Business Consultant in Commercial Banking and Corporate Finance.

Professional Experiences

I have hands-on experience as a senior bank lender. senior corporate executive, manager and co-investor. I have investigated and documented hundreds of commercial loans, acquisitions, equity finance and commercial real estate transactions across the US and Europe totaling well over $2 Billion. With over 30 years of experience in lending, borrowing, regulation, equity syndications, commodities and hedging strategies, I am a published author on numerous domestic finance and international economics topics.

Relevant Experiences

My experience in commercial banking (19 years) and in mergers & acquisitions (10+ years) across the US (and also Europe) suits banking and financial expertise, as I have directly participated at senior levels for very large banks, investors and operating companies in completing due diligence, financial negotiations, underwriting and final documentation on over 50 acquisitions including many technology-related deals. Overall I have managed transactions that have added up to billions of dollars.

I was a commercial banker (rising to the level of President and Director) involved in both secured lending and asset-based loans in three states over 19 years. Thereafter I transitioned to the investment banking/mergers & acquisitions world where I was EVP-Finance of the largest private company in a major city. I was responsible for arranging financing for the acquisition of over 40 companies across the U.S. and also Europe. This included equity, bank debt, asset-based debt and mezzanine financing by and among scores of investment banker-introduced deals.


Degree Subject Institution
B.S. Commerce Washington & Lee University

Awards & Affiliation

Century City Rotary Club

Primary Affiliation

Century City Rotary Club