Expert Witness 161361
Banking
Out of State, Nevada
Bachelor, Rutgers University-Camden
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
This real estate and commercial banking expert witness brings more than 45 years of experience across financial services, lending, and real estate transactions. He holds a Master of Business Administration with a concentration in finance and real estate and a Bachelor of Arts in political science, along with securities registrations including Series 7, 24, 63, and 79 and licensure as a real estate broker. His work includes consultation, deposition, and testimony in matters involving commercial mortgages, construction lending, foreclosure, and real estate finance disputes, as well as FDIC-related director and officer issues and lending practices within banking operations. His background reflects extensive experience advising on financing arrangements and complex real estate and banking matters.
His career includes executive leadership roles in commercial banking, real estate finance, and advisory services, including positions as principal, partner, and chief compliance officer within a financial advisory firm focused on closely held companies and complex transactions. Responsibilities have included structuring and negotiating financing arrangements, managing due diligence for bank and investment portfolios, and overseeing large-scale commercial real estate lending programs, including multi-billion-dollar portfolios. Additional experience includes leadership of national construction lending groups, participation on executive loan committees, and work involving foreclosure processes, deed-in-lieu transactions, bankruptcy matters, and bank operations.
Full Name
Title / Credentials
Contact Information
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Degree Type
Bachelor
Field of Study
Political Science
Institution
Wesleyan University
Degree Type
Master
Field of Study
Finance / Real Estate
Institution
University of North Carolina
Type
License
Certification / License
General Securities Representative
Issuing Authority
Financial Industry Regulatory Authority (FINRA)
Type
License
Certification / License
General Securities Principal (Series 24)
Issuing Authority
Financial Industry Regulatory Authority (FINRA)
Tags:
Commercial Real Estate
Real estate broker
Commercial mortgage backed securities cmbs
Loan underwriting
Mortgage Banking
Foreclosure
Corporate Bankruptcy
Type
License
Certification / License
Uniform Securities Agent State Law (Series 63)
Issuing Authority
North American Securities Administrators Association (NASAA)
Type
License
Certification / License
Investment Banking Representative (Series 79)
Issuing Authority
Financial Industry Regulatory Authority (FINRA)
Type
License
Certification / License
Florida Real Estate Broker
Issuing Authority
Florida Department of Business and Professional Regulation