Investment Expert 432869 FL

Expertise Description

M.B.A. - Consulting expert with more than 30 years experience in the field of Accounting and Finance. Extensive experience in valuation, financial analyses, portfolio analysis, economic loss, suitability of investments, CMOs, limited partnerships, risk analysis, computer-based financial modeling, valuing economic damages, and valuing closely held companies. Over 25 years expert witness experience. Consultations, deposition and courtroom testimony.

Areas of Expertise

Expert Witness

Portfolio Analysis; Estimation of Economic Losses; Suitability of Investments; CMOs; Valuation of Businesses and Limited Partnerships

Professional Experiences

Community and Association for Corporate Growth, Board of Directors Association for Corporate Growth, American Society of Appraisers, Central Florida Chapter, Financial Executives Institute, ;Forever Vision Foundation, Southern Finance Association; Florida Bar Association Grievances Committee


M.B.A.General BusinessGeorgia Southern University
B.B.A.ManagementGeorgia Southern University

Licenses Certifications

Certified Public Accountant
Louisiana and Florida
Certified Valuation Analyst
Accredited in BUsiness Valuation
Licensed Real Estate Broker
Certified Exit Planning Advisor

Awards & Affiliation

Partial List of Consulting Expert Witness Cases