Finance Expert 314837 CA(N)

Expertise Description

I have spent over 40 years in the field of Finance. My areas of expertise include modern global banking, capital markets, and corporate finance, including structured finance, valuation, investment analysis, and derivatives. I have additional experience with underwriting numerous commercial real estate projects for national developers; assessing problem resolution strategies for major real estate workouts in the U.S., Canada and Australia; managing a secured finance and securitization business; and launching global sales financing partnership programs with major corporate customers. I have been providing consultations, deposition, and courtroom testimony as a financial expert witness for over a decade.

Areas of Expertise

Professional Experiences

My professional experience includes working as a Management Consultant, Asset Based Finance Head, Country Corporate Officer, Asia/Pacific Business Head, Director of Captive Finance/Senior Credit Offer, President & CEO, Managing Director of various financial corporations. I have also worked as an Adjunct Professor and Lecturer, as well as the head of a real estate financial company.

Relevant Experiences

I was a commercial real estate banker for a number of years during my tenure with a leading bank and have continued to be associated with commercial real estate financing to this day in my work with the FDIC. I am familiar with the criteria and process for submitting leases to the financing banks for approval as part of the construction loan requirements.

My banking experience in secured lending is extensive. Most of my experience involved secured lending. You will kindly note from the attached “thumbnail sketch” of testifying experience that as an expert witness I have testified in numerous matters involving large banks and disputes over security collateral.

I worked for many years for a large global commercial bank, including 14 years outside the U.S. I am familiar with “reciprocity”.

I have also represented whistleblowers in my practice as an expert witness.


Degree Subject Institution
M.B.A. Finance & International Business University of California Berkeley CA
B.A. Liberal Arts University of California Berkeley CA

Licenses Certifications

California Association of Realtors (licensed broker)

Awards & Affiliation

American Association of Bank Directors
Risk Management Association
California Association of Realtors
Truckee Tahoe Community Foundation

Primary Affiliation

American Association of Bank Directors