Finance Expert 342906 CA(N)

Expertise Description

– I have more than 45 years experience in Business and Finance. My areas of expertise as a equity analyst include Mergers and acquisitions due diligence, Underwriter due diligence, Investor due diligence, Lender due diligence, Investment banking industry, Private equity and venture capital industry, Commercial and mortgage banking industry, banking industry standards, banking regulations, and Corporate governance custom and practice. I have over 15 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes Business and Financial situations.

Consulting Experience

My consulting services include Banking and Corporate-related matters.

Professional Experiences

My professional experience includes working as an Investment Banker, Commercial Banker, and Business School Professor.


BSBusiness Administration: Emphasis in Economics and MathematicsState University of New York at Buffalo
MBAEmphasis in Finance and EconomicsUniversity of California at Berkeley

Licenses Certifications

Awards & Affiliation

National Association of Corporate Directors
Financial Management Association

Primary Affiliation

National Association of Corporate Directors

Partial List of Consulting Expert Witness Cases