With more than 25 years in structured finance, this professional provides expert evaluation of complex securitized instruments and credit derivatives in litigation settings. He has 2 years of expert witness experience providing expert reports, rebuttal reports, damages calculations, and deposition testimony. His expertise encompasses collateralized debt obligations (CDOs), collateralized loan obligations (CLOs), synthetic securities, credit default swaps (CDS), structured investment vehicles (SIVs), asset-backed commercial paper conduits (ABCP), mortgage-backed securities, asset-backed securities, total return swaps, and other credit derivatives. In matters involving complex financial instruments, he analyzes transaction structures, cash flow modeling, risk allocation, regulatory capital structuring, rating agency considerations, and valuation issues affecting structured products and related portfolios.

His professional background includes leadership roles in structured credit origination, structuring, distribution, and portfolio management within major financial institutions. He has managed a multi-billion-dollar credit portfolio containing securitized commercial and residential mortgages, CDOs, corporate and asset-backed securities, leveraged loans, distressed structured bonds, and credit derivatives. His experience includes rating synthetic and cash flow CDO transactions at a national rating agency, developing securitization platforms responsive to accounting and Basel-related regulatory changes, negotiating the unwind and liquidation of complex CDO structures, and structuring specialty finance and secured lending facilities in domestic and international markets. He holds a Master of Business Administration with an emphasis in finance and maintains Series 7 and Series 63 licenses.