An attorney and former financial institution executive with 24 years of experience serves as a derivatives expert witness focused on complex financial products, including swaps, municipal bond derivatives, asset-backed commercial paper programs, tender option bond structures, repurchase agreements, foreign exchange transactions, and other structured finance instruments. For approximately 4 years, this professional has provided litigation consulting and expert witness services in disputes and restructurings involving derivatives, securities, commodities, and secured lending arrangements.

Academic credentials include a Juris Doctor, a Master of Business Administration with a concentration in corporate finance and investments, and a Bachelor of Business Administration in finance. Licensure includes admission to practice law in New York, Florida, and North Carolina. Current work as a private consultant includes advising financial institutions and market participants on derivatives and prime brokerage documentation, trading and hedging compliance, collateral and margin frameworks, and contract negotiation under ISDA, SIFMA, NAESB, EEI, FX, and related master agreements. The scope of analysis also encompasses benchmark transition matters involving LIBOR and SOFR, Dodd-Frank regulatory requirements, CFTC and NFA compliance obligations, and issues affecting capital markets transactions and asset management activities.

Prior leadership experience includes service as Chief Financial Officer of a commodity-focused enterprise, with responsibility for financial modeling, secured credit facilities, borrowing base certifications, futures hedging strategies, and oversight of regulatory reporting. Earlier executive and legal roles involved management of securities arbitrage portfolios; structuring and oversight of tender option bond and asset-backed commercial paper conduits; supervision of trading and risk management functions; and legal practice centered on derivative products, municipal bond issuances, customized financial instruments, and secured lending under Articles 8 and 9 of the Uniform Commercial Code.

Professional involvement has included participation in derivatives documentation and collateral working groups, commercial paper working groups, and ethics committees addressing financial market practices and regulatory standards.