Economic Analysis Expert 511292 CA(S)

Expertise Description

I have more than 10 years of experience in financial and economic analysis. My expertise includes using economic, financial, and statistical fundamentals to provide solutions to clients involved in complex disputes. My project experience includes disputes related to shareholder damages, insider trading, white collar fraud, securities, valuation, wage and hour claims, employment discrimination, lost profits, commercial damages, valuations, fraudulent conveyance, breach of contract, antitrust issues, and intellectual property. I have developed in-depth expertise in the application of complex statistical and econometric methodologies to issues of evaluating liability and damages, particularly in complex financial disputes, securities fraud cases and employment matters. I have over 10 years of expert witness experience with consultation, deposition, and courtroom testimony.

Areas of Expertise

Relevant Experiences

My project experience includes many analyses of lost profits in various industries but none specific to the restaurant industry. I am confident that I could quantify lost revenues, costs incurred and avoided, and an appropriate discount rate to value the lost profits (or evaluate someone else’s lost profits analysis.

I have worked on a number of fraudulent conveyance cases in federal courts, primarily focusing on valuing assets at various points in time to evaluate whether or not an entity was solvent at the time of an allegedly fraudulent transfer. I have been qualified as an expert and testified in deposition and at trial in California state cases. My two credentials—Certified Fraud Examiner and Chartered Financial Analyst—demonstrate my training in identifying and quantifying fraud according to the criteria outlined in the UTFA.

In addition to consulting and testifying, I teach in multiple CFA review programs. One of the sessions I teach covers portfolio management for individuals; the primary focus of this course is retirement planning. I am particularly aware of the retirement planning process and the potentially dire consequences of premature retirement and outliving one’s retirement savings.


Degree Subject Institution
B.S. Economics Claremont McKenna College