Expert Qualifications

This financial expert earned his BA from Brown University, and his Master of International Affairs in Finance from Columbia University. He has held top leadership positions at numerous financial institutions including Standard & Poor's and Lehman Brothers He is the former Senior VP and Co-Head of Investment Banking Credit, Ratings Advisory, & Execution at Lehman Brothers. Through 2013, this expert was the Director/Senior Vice President - Ratings Advisory & Credit Review for Barclays/Lehman Brothers. He is currently an independent financial consultant.

Bio Snapshot

  • Location: New Jersey
  • BA, Semiotics - Writing, Brown University
  • Master of International Affairs, Finance, Columbia University
  • Former, Assistant Treasurer, National Westminster Bank USA
  • Former, Assistant VP - International Financial Institutions Group, Standard & Poor's
  • Former, Senior Vice President, Ratings Advisory & Credit Review
  • Former, Senior VP
  • Head of Investment Banking Credit, Ratings Advisory, Corporate Credit Group, Chairman of Asia Credit Committee, Head of Execution for both debt and Equity, Hong Kong, Lehman Brothers
  • Co-head of Credit Review and Ratings Advisory, London, Lehman Brothers
  • Former, Director/SVP - Ratings Advisory & Credit Review, Barclays Capital/Lehman Brothers
  • Current, Independent Consultant

Contact this expert witness

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, ...

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 ...

Certified Financial Planner Expert

Certified Financial Planner Expert

State: GA

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. ...

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