Expert Qualifications

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space.

Bio Snapshot

  • Location: New Jersey; New York
  • BS, Retail Management/Marketing, Drexel University
  • Licensed: Series 7, 24, 63
  • Member, Merchandise Analyst Group of New York
  • Member, Turnaround Management Association
  • Member, American Bankruptcy Institute
  • 3 Publications in the Retail Finance Space
  • Former, Merchandise Vice President, Bamberger's (Division of R.H. Macy & Co)
  • Former, Senior Vice President and GM of New York Flagship, Bloomingdale's
  • Former, Executive Vice President, Steinbach Division American Retail Group
  • Former, President/CEO, Boston Short Socks
  • Former, Partner and Director, Johnson Redbook Retail Industry Research Firm
  • Former, Senior Retail Equity Analyst, Warburg Dillon Read
  • Former, Managing Director - Global Head Retail and Consumer Products Investment Banking, Ernst & Young Corporate Finance
  • Former, Partner - Head of Retail and Consumer Products Group, Carl Marks Advisory Group
  • Current, Principal/Co-President, retail and consumer products financial services firm

Contact this expert witness

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Financial Services Expert

E-520095

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and ...

State: NY
    Specialties:

Finance and Securities Expert

E-494796

This highly-qualified expert has 25 years of experience in the field of finance and securities. He received his BA in economics and philosophy from Elon College before earning his MA in economics from the New School for Social ...

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