Investment Banking Expert 518625 CA(S)

Expertise Description

I have more than 20 years' experience in investment banking with additional experience in mergers & acquisitions (M&A), valuation and other business transactions. I have additional experience in “Big-4” public accounting and audits with extensive involvement with Initial Public Offerings (IPO), SEC reporting, consolidations, system conversions, accounting operations, SEC filings, registration statements, and reporting. I am offering my services as an investment banking expert witness.

Areas of Expertise


Degree Subject Institution
B.S. Accounting major with minors in Business Management and Managerial Economics Brigham Young University

Licenses Certifications

Certified Public Accountant, State of California

Awards & Affiliation

California Society of CPA’s
International Merger and Acquisition Partners (IMAP – a significant worldwide organization providing M&A Advisory Services)

Primary Affiliation

California Society of CPA’s