Expert Details

Expert in Commercial Banking and Investment Finance

Expert ID: 733018 California, USA

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He is an expert in Commercial Banking and Investment Finance.

Expert has developed years of experience in Executive Management in leading banks and private equity firms, as well as numerous mergers and acquisitions. He over 30 years' experience in a variety of financial services, including lending, borrowing, management, finance, due diligence, and daily operations. He has handled over $5 billion in total transactions.

Expert has published a number of articles in finance. He offers expert services in investigative business consulting as well as litigation support.

He has expertise in the following:
He has expertise in the following: • BANKING • lending • credit and loan structure – lender liability - private equity - acquisitions, mergers and divestitures • leveraged buyouts (LBOs) - due diligence – underwriting – equity syndications • commercial real estate • hedging strategies - ETF and index trading - gold • foreign exchange and currencies • trusts • manufacturing and brand management – website design

Expert may consult nationally and internationally, and is also local to the following cities: Los Angeles, California - Long Beach, California - Santa Ana, California - Anaheim, California - Riverside, California - Bakersfield, California - Glendale, California - Huntington Beach, California - San Bernardino, California - Oxnard, California

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Year Degree Subject Institution
Year: 1978 Degree: BS (with Honors) Subject: Commerce (with advanced concentrations in Spanish) Institution: Washington and Lee University

Work History

Years Employer Title Department Responsibilities
Years: 1995 to Present Employer: Undisclosed Title: Founder and Managing Director Department: Responsibilities: Expert's firm offers business consulting, management and litigation support services. The company's variety of clients hail from the commercial banking, mergers & acquisitions, real estate, and corporate finance industries.
Years: 2014 to 2014 Employer: Entertainment China, LLC Title: Senior Finance Consultant Department: Consultant to the CEO Responsibilities: Expert provided senior financial consulting services to the Founder and CEO of this entertainment company. My responsibilities included rewriting the business plan as well as initiating personal meetings with heads of major studios, mini-majors, and production companies -- as well as their legal firms.
Years: 2008 to 2013 Employer: Sleep Systems, LLC Title: CEO, CFO, Co-founder and Business Planner Department: Executive Responsibilities: Serving as CEO/CFO, Expert co-founded this highly rated infant mattress and consumer products plan, where he wrote the business plan. Products enjoy wholesale and retail distribution to major chains and high-end boutiques throughout the U.S. and a number of other countries.
Years: 2005 to 2007 Employer: Real Estate Investments, LLC Title: CEO, COO, Director and Co-founder Department: Executive Responsibilities: This national-scope company attained a "Top 3" position in the $15 billion/year TIC segment of commercial real estate.
Years: 1997 to 2004 Employer: Platinum Equity, LLC Title: Executive VP of Finance & Administration Department: Executive Responsibilities: Expert was a "Founding Father" and EVP of Finance for the largest privately held company in Los Angeles. The company is a global leader in mergers & acquisitions pioneering a unique operations profile in nearly every portfolio company. Among many duties I created and supervised the Corporate Finance Department and was responsible for debt and equity financing of approximately 40 acquisitions across the US and Europe.
Years: 1989 to 1997 Employer: Western Bank Title: Senior VP and Regional Manager Department: Responsibilities: Expert designed, built, staffed and managed a full-service bank office, later building and managing a separate Corporate Banking and Lending office.
Years: 1986 to 1989 Employer: Bank of San Antonio / Medical Center Title: Co-founder, President, COO, and Director Department: Responsibilities: Served as the youngest bank president in Texas, serving high-net-worth individuals and businesses in a commercial bank.
Years: 1978 to 1986 Employer: Various Title: Commercial Banking - Trainee through Sr VP positions Department: Responsibilities: Expert held several banking leadership positions during this decade in North Carolina and Texas.

Fields of Expertise

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