Expert Qualifications

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.

Bio Snapshot

  • Location: TX
  • BSBA, Business, University of Tulsa
  • MBA, Finance, Northwestern University
  • PhD, Business Administration, Oklahoma State University
  • Former, Strategic Advisor, Goldman Sachs & Co
  • Former, Strategic Advisor, Citigroup
  • Former, Strategic Advisor, Wells Fargo Securities
  • Former, Strategic Advisor, Credit Suisse
  • Former, Senior Fellow, Director, Business, Law, Public Policy, Columbia University
  • Former, Senior Fellow, Business, Law, Harvard University
  • Former, Managing Director, Investment Banking, Southwest US, Wells Fargo Securities
  • Current, Professor, Finance, a university in TX
  • Current, Associate Dean, Finance, a university in TX
  • Current, Managing Director, Corporate Governance, a global management research institution

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