Expertise DescriptionI have more than 20 years in the field of Fiduciary Management with expertise in venture capital, general securities, asset management, ERISA fiduciary responsibility, governance consulting, financial modeling, and due diligence. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
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My professional experience includes working as an Associate in General Securities, and a Senior Vice President and Director.
|B.A.||Political Science||University of California||Los Angeles|
|Certified Investment Management Analyst (CIMA)|
|Accredited Investment FiduciaryTM (AIFu00ae)|
|Accredited Investment Fiduciary AnalystTM (AIFAu00ae)|
|PLANSPONSOR Retirement Professional designation (PRP)|
Awards & Affiliation
|500 Most Influential Advisors|
Partial List of Consulting Expert Witness Cases