Expert Qualifications

This highly qualified banking expert has 34 years of banking experience. He has held several senior leadership positions in banking including Founder, President, VP/Commercial Lender, EVP/Region Underwriter and is highly knowledgeable about the credit review process and bank regulations. This expert has qualified and testified in a number of civil and criminal cases in both Federal and State Courts. He earned his BS at the University of California and is currently the principal at a financial consultancy.

Bio Snapshot

  • Location: Montana
  • B.S., University of California, Davis
  • Board of Director of Montana Independent Bankers Association
  • Board of Director of Big Sky Chamber of Commerce
  • Member, California Bankers Association
  • Member, Chairman of Big Sky Resort Tax Advisory Board
  • Banking and Financial Expert Witness in Federal and State Courts
  • Former, Vice President/Site manager at First Bank N.A. Billings
  • Former, President, Organizer, and Director of Big Sky Western Bank
  • Former, Vice President of Commercial Loans, Heritage Bank
  • Former, President/CEO of Bank of Bozeman
  • Current, Principal and financial consultancy

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