Expert Details

Patent Infringement/Valuation, Trademark Infringement/Valuation, & Business Valuation

ID: 737099 Florida, USA

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Expert offers a strong combination of intellectual property, valuation, business and technology knowledge coupled with strong analytical and writing skills. Collectively, these translate to well-written and well-reasoned valuation reports and expert witness testimony. Moreover, as a non-attorney associate of a national patent law firm, Expert brings his extensive experience with patents, trademarks and copyrights to his expert witness work.

Expert, the author of a comprehensive biography of valuation guru, brings his strong financial analysis and valuation skills to bear on all projects. Most importantly, he is a Certified Valuation Analyst (CVA) with the National Association of Certified Valuators and Analysts. Incidentally, he also earned an MBA from the University of Pittsburgh and an MISM (Information Systems) Master’s degree from Carnegie Mellon University. Aside from writing multiple business books, Expert has contributed finance-related articles to CNBC, ValueWalk, Bloomberg and other financial media outlets.

Education

Year Degree Subject Institution
Year: 2000 Degree: Master of Information Systems Management (MISM) Subject: Electronic Commerce Institution: Carnegie Mellon University
Year: 1999 Degree: MBA Subject: Marketing Institution: University of Pittsburgh
Year: 1997 Degree: BA Subject: Near Eastern Studies Institution: University of Toronto

Work History

Years Employer Title Department
Years: 2003 to Present Employer: Undisclosed Title: Co-Founder/Lead Analyst Department: Valuation
Responsibilities:
• Prepared in-depth business valuation reports, patent valuation reports, financial modeling, for a wide assortment of businesses.
• Provided expert reports and expert testimony for multiple patent and trademark infringement cases.
• Prepared well over 200 technical white papers, manuals, in-depth market assessments, strategic business plans, PPMs, and other projects for both technology and non-technology companies and inventors throughout the world.
Years Employer Title Department
Years: 2006 to Present Employer: Undisclosed Title: Senior Associate & Market/Patent Valuation Analyst Department: Legal
Responsibilities:
• Assisted this patent law firm’s clients with extensive market assessments for product/service innovations of
almost every conceivable industry – from greeting cards to military aircraft
• Valuation of a variety of technical and non-technical patents and trademarks spanning almost all industries
Years Employer Title Department
Years: 2001 to 2003 Employer: Clearmetric/Ad-Intelligence Title: Business & Technical Writer Department: Software Development
Responsibilities:
• Wrote the company’s business plan, white paper, and other business and technical documents.
Years Employer Title Department
Years: 2000 to 2001 Employer: Powerloom Title: E-Business Specialist Department: Software Development
Responsibilities:
• Wrote technical white papers and spoke (e.g. B2B tech event) on behalf of the company.

Career Accomplishments

Associations / Societies
Member in good standing of the NACVA (National Association of Certified Valuation Analysts) since 2014.
Licenses / Certifications
2014: Certified Valuation Analyst Certification Program from the National Association of Certified Valuators and Analysts (NACVA)
Awards / Recognition
Co-authored book made it to both the Wall Street Journal and Los Angeles Times bestseller lists.
Expert's book was shortlisted for a Spears award in Financial History.
Publications and Patents Summary
Books: 3
Articles: 9

Fields of Expertise

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