With more than 30 years in the financial services industry, this economist and Chartered Financial Analyst serves as an expert witness, including more than 10 years providing litigation consultation, deposition testimony, and courtroom testimony. Their work focuses on capital markets, structured finance, and financial risk management, with analysis applied to disputes involving securities, capital market transactions, and internal controls at financial institutions. Their experience reflects hands-on involvement in financial markets, including application of industry practices, regulatory requirements, and market tools in evaluating financial conduct and risk.

Their expertise includes structured finance and structured financial transactions, derivative products, and valuation of financial instruments, as well as assessment of credit risk, market risk, liquidity risk, and operational risk. Additional areas include transfer pricing and tax-related issues in the financial markets, along with analysis of trading activities, practices, and internal controls at financial institutions. This work has been applied in disputes involving securities litigation, structured finance transactions, and financial institution oversight, including analysis of valuation methodologies, risk management practices, and complex financial products. Their background also includes advisory and litigation-related services in financial markets involving structured finance, valuation, transfer pricing, tax disputes, internal controls, risk management, capital markets consulting, structured financial transactions, trading activities, and portfolio management. Their work also includes graduate-level teaching in economics, reflecting engagement in the application of financial and economic principles relevant to capital markets and risk analysis.

Their litigation experience includes retention by government agencies and private parties, including the U.S. Department of Justice, the Canadian Department of Justice, and the Commodity Futures Trading Commission, as well as corporate and individual plaintiffs and defendants. This work includes preparation of expert reports and rebuttal reports, along with deposition and trial testimony in matters involving structured finance, valuation, and financial risk management, with testimony provided in U.S. District Courts, the U.S. Tax Court, the Canadian Tax Court, and the U.S. Court of Federal Claims. The expert holds a Master of Arts and a Master of Philosophy in Economics and is a Chartered Financial Analyst.