Expert Qualifications

This expert is a highly qualified and multi-faceted business professional and educated. He is a top-ranked, tenured professor at one of the nation's top universities, and a successful real estate developer/investor. Widely quoted, he has appeared on BBC World News, Bloomberg, CNN, FOX News, NBC's The Today Show, NPR, and all major dailies including the Wall Street Journal, New York Times, and Financial Times. A highly sought-after speaker, he regularly presents to leading business, government, and nonprofit organizations. Currently, this expert is the principal of a real estate investment firm, principal of a litigation support/expert testimony firm, and a lecturer in real estate, finance and law at a top university business/law school.

Bio Snapshot

  • Location, CA
  • BA, Business Economics and Accounting, UC Santa Barbara
  • MBA, University of Michigan
  • Certified Real Estate Salesperson
  • Certified Public Accountant
  • Member, Board of Directors, Real Estate Investment Advisory Council
  • Former, Manager of Financial Services, Banking, and Real Estate, Arthur Andersen LLP
  • Former, Manager of Transaction Support Group/M&A, The Walt Disney Company
  • Former, Associate of Investment Banking, Banc of America Securities LLC
  • Current, Lecturer in Real Estate, Finance and Law, top university business/law school
  • Current, Principal, real estate investment and development firm
  • Current, Principal and Founder, litigation support/expert testimony firm

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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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