Investment Banking Expert Witnesses in Georgia

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 commercial banking officer. He then went on to work with Treasure Coast Commercial Real Estate as a commercial real estate advisor and with Molly’s House as the CEO. Currently, this expert is a consultant for a financial consulting firm based in Florida.

This expert has been involved in actuarial consulting for over 10 years. He holds a Master's of Science in Statistics as well as a Doctorate in Mathematics. An Editor of the ASTIN Bulletin - The Journal of the International Actuarial Association, he also serves as a peer-reviewer for 20 other scientific journals in the areas of finance, mathematics, and insurance. He is a former Assistant Consultant with the Institute for Finance and Actuarial Science and has been an invited presenter at more than 10 national and international conferences and professional meetings. This expert is currently an Associate Professor of Risk Management and Insurance at a major university.

This economics Ph.D. has a broad financial background spanning mortgage-backed securities, asset-backed securities, and structured products. After earning his master's and doctorate from the University of Florida, he became a tenured Associate Professor at the University of South Carolina. The expert eventually began a successful career in finance and served in several senior positions, including as global head of MBS research at two major investment banks, CS First Boston and UBS. He also worked in two senior trading roles focused on whole loans and securities, managing portfolios upwards of $90 billion in those positions. More recently, he was the Product Manager for an MBS and ABS valuation and risk analytics consulting firm. The expert recently started his own business as an independent consultant. In this capacity he has served as an expert witness in cases involving FINRA, the SEC, and the U.S. District Court.

This qualified expert received his BS in Business Administration, Finance, and Real Estate and his BSF in Forest Management from the University of Florida at Gainesville. He is a certified Forester, Tree Farm Inspector, and Master Logger. He is an active member in multiple organizations, including the Florida Forestry Association and the Society of American Foresters. Formerly, he was a soil technician, range technician, procurement forester, and land manager. Currently, he is a real estate broker at a firm in Gainesville, a timberland subject matter expert, a land management specialist, a certified forester and a timber purchaser in Florida.

This expert is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.

This qualified expert has nearly 30 years of experience in hospitality management and golf operations. He received his BS in accounting from St. Joseph's University and his MPS in applied statistics from Hodges University. He also completed coursework in supervisory management at the Wharton School of Business and a master's level course in operations management at the University of Wisconsin. He is quite active in his field, having conducted golf research, authored publications, and given presentations on his research. He has received several awards for his work, including Best Paper Award at two international academic conferences and the Horton Smith award from multiple PGA chapters. His former positions include the head golf professional at Glades Country Club, the director of golf at Heron's Glen Country Club, and the emeritus director of gold at Glades Country Club. He has also served as the manager of cost accounting at Scott Paper Company, the CEO and CFO of Micro Business Solutions, and an adjunct professor in the PGA Professional Golf Management program at Florida Gulf Coast University. This expert currently serves as a Level I instructor for the PGA Professional Golf Management program at a university in Florida.

This highly qualified expert has over 35 years of experience in healthcare and over 45 years of experience in information technology. He received his BBA in quantitative methods and his MBA in economics and finance from the University of Missouri. He then earned his PhD in healthcare administration at Anderson University. His former positions include executive vice president and general manager of Unicomp Corporation, chief information officer of Aldus Corporation, co-founder and CTO of Health Systems Technologies, and executive director and co-founder of eMRnet. He was also an associate professor and director of eHealth at Mercer University. Currently, this expert serves as the founder and principal of a business consulting firm in South Carolina.

This highly-qualified expert has extensive experience as a firefighter and is equipped with a deep understanding of OSHA standards. He earned his BA in emergency and disaster management from American Public University and his MBA in finance from Columbia Southern University. He holds several certifications, including Six Sigma white belt and OSHA's 10 hour construction industry and 30 hour general industry certifications. He is active in his field as a member of several organizations, including the International Association of Emergency Managers and the North Carolina State Firemen's Association. He has formerly served as the safety director for Lakey's Backhoe Service and senior captain of the Kannapolis Fire Department. Currently, this expert is the deputy chief of a North Carolina fire department, as well as the safety officer for a North Carolina county department.

This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.