I 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
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