Investment Banking Expert Witnesses in Arkansas

This expert has extensive experience in mergers, acquisitions, and corporate governance. He earned his BSBA in business from the University of Tulsa, his MBA with a concentration is finance from Northwestern University and his PhD in business administration from the Oklahoma State University. He has served as a strategic advisor at numerous locations including Goldman Sachs & Co, Citigroup, and Credit Suisse. He was also a managing director and the head of investment banking of Southwest United States with Wells Fargo Securities. This expert currently serves as the associate dean and a professor of finance at a university in Texas and as the managing director of the corporate governance branch at a global management research institution.

This expert is an associate professor in the Personal Financial Planning Department at a prominent Midwestern university. Completing her undergraduate studies in International Relations in China, she received her doctoral degree in Family Resource Management from The Ohio State University. Her research interests focus on helping individuals make informed financial decisions, specifically, decisions related to their portfolio management, financial risk-taking, as well as intertemporal consumption, savings and debt management. She received the best paper award from the CFP Board, AARP, and American Association of Family & Consumer Sciences. She serves as an associate editor for the Family and Consumer Sciences Research Journal and as a member on the editorial board of the Journal of Financial Counseling and Planning, the Journal of Personal Finance and the Journal of Asian Families and as a reviewer for a number of academic journals and conferences. She is frequently invited to speak at national academic and corporate conferences. She regularly works with the China Center for Financial Research at a university in Beijing and played a pivotal role in the design and execution of their first national survey of Chinese Consumer Finance and Investor Education.

This expert on Economic Damages has over 35+ years of experience in calculating damages and performing business valuations. He obtained his BA in Economics, his MBA in Accounting and Finance, and his JD from Tulane University. He is a certified CPA, Senior Appraiser, and Business Appraiser and certified in Financial Forensics and Business Valuation. He is a member of the American Institute of Certified Public Accountants.. He has 5 Publications and is currently a Tax and Business Valuation Partner with Moss Adams LLP.