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Finance Expert Witnesses

Investment Banking and Leveraged Finance Headshot
E-671115

Investment Banking and Leveraged Finance Expert

This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He ...

Financial Services Regulatory Compliance Headshot
E-608192

Financial Services Regulatory Compliance Expert

This expert has over 10 years of experience in risk management and regulatory compliance in the financial services industry, with a focus on identifying compliance issues and implementing solutions to mitigate risk. In his work with the CFPB, he identified millions of dollars in remediation for consumers. Formerly, he worked in consumer protection roles with the Consumer Financial Protection Bureau and the California Department of Financial Institutions, as well as in ...

Certified Financial Planner Headshot
E-689919

Certified Financial Planner Expert

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. This expert has completed the series 65, series 7, and series 63 through the National Association of Securities Dealers. Previously, this expert served as a financial advisor for The Guardian, John Hancock, Morgan Stanley, and Merrill Lynch. ...

Banking and Small Business Lending Headshot
E-654686

Banking and Small Business Lending Expert

This highly-qualified expert has 25 years of experience in banking and small business lending. He earned his BA in organizational management from Warner University and an MBA in finance from International College. He has formerly served as a commercial lender for SouthTrust Bank, Southern Community Bank, and Florida Community Bank. During his time with Florida Community Bank, he also held the roles of area executive, senior lending officer, regional credit director, and ...

Securities and Trading Headshot
E-694343

Securities and Trading Expert

This highly-qualified securities expert has over 30 years of experience in equity securities and trading. He earned his BA from Saint Lawrence University and holds the Series 7, 9, 10, 24, 55, 63, & 99 licenses. He has held a number of distinguished roles, including the head of global equity sales at ABN AMRO, the CEO and COO of Harborside Securities, and the head of equities at Fidelity Capital Market Services. He has supervised and managed large and diverse sales and ...

Financial Lending Headshot
E-691935

Financial Lending Expert

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served as a commercial loan officer at Bank of America, as the chief financial ...

Financial Markets and Derivative Trading Headshot
E-619998

Financial Markets and Derivative Trading Expert

This expert has over 30 years of experience in financial trading. He received his BS in business administration from the University of North Dakota and his MBA from Harvard University. He is a CPA and currently holds 8 patents for automated trading in an electronic exchange. Formerly, he served as an investment analyst and portfolio manager at Institutional Capital Corporation and a trader and designated primary market manager for the Chicago Board Options Exchange. ...

Real Estate Finance and Loan Servicing Headshot
E-553788

Real Estate Finance and Loan Servicing Expert

This expert is a nationally recognized expert on banking and real estate finance, both residential and commercial. Having earned his BS in accounting and finance from Georgetown University, he served as a partner at KPMG for decades. He is a certified mortgage banker and public accountant with significant industry experience in real estate, consumer and commercial lending, fixed income markets, and securitization. Currently, he is the CEO of a real estate finance firm in ...

Credit Risk and Credit-Related Functions Headshot
E-428715

Credit Risk and Credit-Related Functions Expert

This well-credentialed expert has over 40 years of experience in the evaluation of credit risk and credit-related functions. He served 33 years as a bank regulator at the Comptroller of the Currency, as a contractor from 2013-2018, and a bank and credit union credit consultant. He has extensive experience in community banks and credit unions, mid-sized banks, and considerable experience in the largest banks in the country. Currently, he is a private bank and credit union ...

Credit Card Programs Headshot
E-564886

Credit Card Programs Expert

This highly-qualified business executive has almost 30 years of leadership experience in credit card product development and management, as well as marketing and finance. He earned his BS in finance and accounting from Boston University and his MBA with a focus on marketing and management from Iona College. Formerly, he held positions as a senior vice president of partnership marketing and product development at Bank of America Card Services, the vice president of ...

Securities, Valuation, and Corporate Finance Headshot
E-539124

Securities, Valuation, and Corporate Finance Expert

This highly-qualified economics and finance expert has over 30 years of experience in his field and specializes in the topics of securities and class-action litigation, corporate finance and governance, and the valuation of public and private companies. He earned his MBA in finance and applied economics from the University of Rochester and his PhD in finance from the University of Washington. He is currently an executive board member of the National Association of ...

Financial Services & Long Term Care Insurance Headshot
E-567152

Financial Services & Long Term Care Insurance Expert

This highly-qualified expert has over 40 years of experience in the financial services industry specializing in data science and mathematics with a current focus on long term care insurance. He earned his BS in mathematics from Worcester Polytechnic Institute and his MS in information science and operations research from Rensselaer Polytechnic Institute. Formerly, he has held positions as a corporate telecommunications network designer at Aetna, the assistant director of ...

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Finance Expert Witness Case Studies

Finance Disciplines

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