Expert in Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management
Expert ID: 730164 Colorado, USA
While with the U. S. Department of Energy, Expert provided consulting services to Los Alamos National Laboratory and the city of Los Alamos in disaster recovery. During this engagement, he developed a debris removal and recycling program that saved several million dollars in waste removal costs related to the disastrous wild fire in 2002. In addition, the debris was recycled into ethanol and coffer dams that prevented massive erosion in the fire stricken areas.While with the U. S. Department of Energy, Expert consulted with several Ohio communities that were severely damaged by floods in 2001. As part of this engagement, he trained five grant writers in these communities in order to obtain grant money for reconstruction, flood control, and emergency services.As an Assistant Professor at Mesa State College (now Colorado Mesa University), Expert worked with several local businesses. He identified problems with one of these businesses that would have led to bankruptcy with in two years. He recommended several financial and operational changes that remedied the problems. These included slowing of growth and expansion to a sustainable level and increasing their cash flow enabling them to continue growing at a rate that they could sustain.
|Year: 2007||Degree: DBA in Finance||Subject: Finance||Institution: Nova Southeastern University|
|Year: 1976||Degree: MBA||Subject: Finance and Marketing||Institution: University of Colorado|
|Year: 1968||Degree: BA||Subject: Biology||Institution: University of Colorado|
|Years: 2005 to 2011||Employer: Regis University||Title: Assistant Professor||Department: Professional Studies|
Responsibilities:Expert taught the following courses for Regis University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
|Years: 2008 to 2011||Employer: Colorado Mesa University||Title: Assistant Professor||Department: Business Department|
Responsibilities:Expert taught the following courses for Colorado Mesa University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
|Years: 1996 to 2011||Employer: University of Phoenix||Title: Instructor/Professor||Department: Business Department|
Responsibilities:Expert taught the following courses for the University of Phoenix during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
|Years: 1993 to 2006||Employer: U. S. Department of Energy||Title: Senior Financial Specialist||Department: Audit and Renewable Energy/Energy Efficiency|
Responsibilities:During his time with the U. S. Dept. of Energy, Expert performed numerous functions in the Internal/External Audit Department. These included auditing, forensic auditing, risk assessment and operations analysis. Later in his DOE career, he consulted with communities in financial analysis and funding of renewable energy/energy efficiency projects. He also taught Grant Writing to communities and organizations throughout the United States.
|Years: 1986 to 2008||Employer: Self-employed Real Estate Owner/Manager||Title:||Department: Commercial Real Estate|
Responsibilities:Expert owned and managed Commercial Rental Property including Section 8 real estate.
|Years: 1981 to 1986||Employer: Internal Revenue Service||Title: Revenue Agent||Department: Corporate Audit|
Responsibilities:Expert's responsibilities included financial audits of corporations, partnerships, sole proprietors and farms and ranches.
|Years: 1989 to 1991||Employer: Eastern Airlines||Title: Pilot, Boeing 727||Department: Aviation|
Responsibilities:He was responsible for piloting Boeing 727s throughout the United States and Central America.
|Years: 1979 to 1981||Employer: Wall Street West||Title: Securities Dealer||Department: Brokerage|
Responsibilities:He was responsible for sales of all U. S. registered securities to clients.
|Years: 1993 to 2006||Agency: U. S. Dept of Energy||Role: Senior Financial Specialist||Description: During his time with the U. S. Dept. of Energy, Expert performed numerous functions in the Internal/External Audit Department. These included auditing, forensic auditing, risk assessment and operations analysis. Later in his DOE career, he consulted with communities in financial analysis and funding of renewable energy/energy efficiency projects. He also taught Grant Writing to communities and organizations throughout the United States.|
|Years: 1981 to 1986||Agency: U. S. Treasury Dept/Internal Revenue Service||Role: Revenue Agent||Description: He was a Corporate Auditor responsible for tax audits of corporations, partnerships and sole proprietorships.|
|Years: 1969 to 2001||Agency: U. S. Air Force||Role: Chief of Command and Control||Description: Pilot, Operations Controller, Chief of Command and Control. Managed 2000+personnel and over $200 million of equipment with world wide deployment.|
|Years: 1979 to 1981||Agency: Internal Revenue Service||Role: Revenue Agent||Description: Responsible for financial audits of Corporations, Partnerships, and Sole Proprietorships.|
|Years||Country / Region||Summary|
|Years: 1971 to 1998||Country / Region: Europe||Summary: As a pilot, Expert regularly flew and operated in the European theater for two months a year for five years.|
|Years: 1969 to 1998||Country / Region: South America||Summary: As a pilot and aircraft commander, Expert flew into most of the South American Countries doing diplomatic Embassy resupplying and currier missions.|
|Years: 1970 to 1972||Country / Region: Viet Nam, Tiawan, Far East||Summary: As a pilot, Expert spent seven months in the far east. This included 124 combat missions and several decorations including the Air Force Air Medal. Other missions to Cambodia, Laos, Thailand, Philippines, and Hong Kong.|
|Years: 1993 to 1993||Country / Region: Europe/Russia||Summary: As an operations controller at Scott AFB, Expert managed flights from Europe to the United States removing nuclear warheads from the European Theater. This included nightly phone conferences with Moscow and other European capitals negotiating the details of each flight.|
|Associations / Societies|
|Expert is a member of the Financial Management Association, American Planning Association, and the Association of Floodplain Managers.|
|Licenses / Certifications|
|Expert has been a Certified Real Estate Appraiser (Colorado) a Series 7 Securities Dealer, and a Licensed Insurance salesman. He is also has a Commercial, Instrument, and Multi-engine pilot's license.|
|Expert has been a Corporate Board Member of several organizations including Colorado Youth Homes and The First Christian Church.|
|Awards / Recognition|
|Expert has received the U. S. Air Force Air Medal, Vietnam Service Medal, and the Gulf War Medal.|
|Publications and Patents Summary|
|He has six publications.|
|Expert Witness Experience|
|Expert developed several models of Business Valuation that have been successfully used in litigation through-out the United States. They focus on the intrinsic value of the business using a derived risk assessment and allocation model that has been tested and has been successful in both the legal and academic environment.|
|Training / Seminars|
|Expert has developed and delivered many courses and seminars. They include Grant Writing, Financial Politics and Political Finance, Investments, Investment analysis, International Finance, Energy Efficiency and Renewable Energy, Disaster Recovery, Floodplain Management and Flood Forecasting, Using Neural Networks for Flood Forecasting.|
|Expert's experience in Supplier/Vendor Location and Selection is limited to financial operations such as Banking Relationships, Loan origination and negotiations, Bond Issuance and analysis, and Stock analysis and issuance.|
|Expert has done research and analysis in the Banking Industry, Real Estate Industry, Securities Industry, Health Industry and Retail Industry.|
|Other Relevant Experience|
|Unlike many academics, Expert is well founded in the practical application of financial principles, analysis and business operations. He has owned and operated small businesses and has been employed by large organizations and governmental bodies. His focus and expertise is in the practical financial operations of organizations.|
Fields of Expertise
banking, bond, business securities, corporate finance, corporate restructuring, debt, derivative (finance), education, education finance, entrepreneurship, equity, finance, futures (finance), income tax, international finance, international investment, investment, legal litigation support, option (finance), real estate finance, return on investment, securities finance, securities valuation, stock option, swap, tax increment financing, valuation, securities clearing, securities settlement, insolvency, international banking, project finance, municipal finance, government finance, energy finance, tax