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Banking & Risk Management
Banking professional with a unique combination of skills offering 30 years of experience in the areas of Mergers and Acquisition, Risk Management, Bank Operations, Internal Audit, Regulatory Compliance, Credit Operations, Retail Products and Cost Reduction Strategies. Proven track record managing…
Alternative Investments
Expert has been providing expert witness services for law firms since 2015. He is focused on the financial services and investment management industries and has experience ranging from major Wall Street banks and brokerages to smaller independent advisory firms. His…
Oil & Gas Deals – M&A and Project Finance Advisory
Expert is an MBA-qualified technical advisor with nearly 20 years’ experience in M&A and Project Finance deal advisory in the Energy and Natural Resources sector. He has established global consulting practices, led buyer, seller, developer, and lender due diligence teams,…
Managing Partner
Expert is the Managing Partner of an advisory firm that focuses on product, platform, and business development opportunities for banking and other clients. Prior to founding this company, Expert was with Huntington Bank, Alliance Data Retail Services (“ADS”), Bank of…
Residential Mortgage Backed Securities, Mortgage Servicing, Mortgage Data
Expert has supported a myriad of cases, primarily for plaintiffs' attorneys. The defendants in these cases were RMBS bond issuers, trustees and servicers. Among his past assignments, these include contributions several cases for: the DOJ; Berman, Tabacco (the largest of…
Real Estate Finance & Economics Expert
Expert has 20+ years' experience and expertise in: real estate financial analysis, commercial mortgage lending, project management and development on real estate projects valued at up to $500 million, and has directly managed more than $2 billion in capital investments…
Real Estate, Banking, Bankruptcy
Over 45 years of real estate finance, workout, capital markets, development, property operations and expert testimony experience serving a broad spectrum of clients including regional and national law firms, large banks, insurance companies, real estate hedge funds, and real estate…
Environmental Assessments, Asbestos, Mold, Lead, Hazardous Materials
With 23 years of providing clients quality and innovation, expert runs a local-to-national firm executing work within 7 distinct (related) NAICS codes. Identifying, addressing, and improving environmental, and IH conditions across industry; client objective-scoped; cost efficient; ethically driven to serve.…
Insurance, Reinsurance, and Broking
Expert has been a hands-on in-house re/insurance lawyer for 39 years. He has spent over 25 years at the C-Suite and General Counsel level for U.S. and international re/insurers. He has managed the formation, purchase, sale, and licensing and capitalization…
Safety & Risk Management
A highly successful Environmental/Occupational Health/Safety/Risk/Project Management professional career, applying an advanced skill set and expertise across many business sectors and industries that positively impacted culture, reduced risk, and liability, while contributing to the success of each organization’s mission, vision, and…