Financial Management Expert 459183 AZ

Expertise Description

I have more than 25 years of experience in the Financial Services field with expertise in turnaround management and real estate. My finance and underwriting experience includes: lender liability and lender standard of care, loan underwriting, workouts and administration, interest rate and other financing terms, and availability of financing and typical loan terms during relevant time periods. Additionally my professional standard of care experience includes: fiduciaries, trustees, receivers, attorneys, lenders and borrowers, brokers (real estate and business); as well as real estate developers, promoters, and syndicators. I have experience with turnaround and restructuring, due diligence, and asset management and I also have knowledge in Chapter 11 bankruptcy, contract analysis, documentation, negotiation, and closings. I have prior expert witness experience with consultations and deposition.

Areas of Expertise

Expert Witness

My expert witness experience includes financial matters. 

Consulting Experience

My consulting experience includes commercial real estate, financing matters, bankruptcy, liquidating trusts, and supervising receivership. 

Professional Experiences

My professional experience includes being the Managing Director of a business advisory firm, as well as having been a Senior Managing Director and Chief Operating Officer of a financial firm, Vice President and Chief Counsel of a financial firm, and Executive Vice President and General Counsel of a technology company.  


JDThe American University – Washington College of Law
B.S.Business AdministrationBoston University School of Management

Licenses Certifications

Certified Real Estate Specialist
State Bar of Arizona
Arizona Real Estate Sales Licensee

Awards & Affiliation

Association of Corporate Counsel Member
National Assocation of Bankruptcy Trustees

Primary Affiliation

Association of Corporate Counsel