Commercial Investment Banking Expert Witness

Expert Witness No.3073

Professional Experience

1982 – Present
Chief Consulting Economist
Economic and Financial Services Consulting Company

Expert has almost 30 ongoing years experience in providing a wide range of economic / finance / banking / real estate / valuation consulting services on an efficient and cost effective basis nationwide.

In addition to providing significant economic consulting services, Expert has served as an expert witness for many of the nation’s top law firms and hundreds of regional / local firms in over 1,500 cases (350+ depositions) on both sides of the aisle in 20+ states since 1984.  Expert has served in areas including – banking (commercial and investment), economics, economic and financial damages, real estate, IP, securities, corporate finance, investments and associated areas.

1977 – 1982
Vice President of Finance
Real Estate Development Company

Responsible for a wide range of real estate development activities for – single family subdivisions, apartment projects, office buildings and mixed use developments.  Oversaw origination and administration of construction and development loans, joint ventures and creation of Municipal Utility Districts (MUD’s).

1974 – 1977
Real Estate Manager for Greek Shipper
Costas Lemos [dec’d]

Acquired, managed and developed a significant number of properties and projects for the international billionaire Greek Shipper’s private real estate holding organization on an international basis.

1970 – 1974
Assistant Treasurer
New York Money Market Bank
New York, New York

Corporate Bank Officer and Manager for a significant Commercial Loan Portfolio, with a specialization in New York City real estate and mid market commercial lending.

Education

Holder of four (4) degrees from New York University:

Doctorate  -  Urban Economics (1980) Master of Arts  –  Economics (1972)
Master of Business Administration  –  Corporate Banking (1969) Bachelor of Science  –  Corporate Finance (1967)

Economic /Finance Teaching Experience

2002 – Present
Adjunct Professor of Finance and Economics
University of Phoenix (Houston Division)

1984 – 2002
Adjunct Professor of Finance,
University of Houston, Graduate School of Business Administration

Corporate Board Memberships

Has served as Chairman of the Board of Directors for the Federal Home Loan Bank of Dallas as Agent for the Federal Savings and Loan Insurance Corporation of - Acadia Savings and Loan Association, French Market Homestead Savings, Twin City Savings, First Savings of Louisiana. 1988- 1990.

Integrated Resource Technologies – Chairman – 1992-1995

Presently, Senior Consulting Economist and Member of Board of Directors of a Publicly Traded Oil and Gas Corporation; 2005 to Present.

Representative Client List

Available Upon Request

Publications

Available Upon Request

Professional Licenses and Affiliations

Texas State Certified General Real Estate Appraiser

Texas Real Estate Broker

Registered Investment Advisor

Securities and Exchange Commission - Investment Advisors Act of 1940

Full Registration / General Securities (Series 7) License (1989 - 1993)

Texas Securities (Series 63) License (1989 - 1993)

Listed in all editions of “Who’s Who In America” since the 45th  Edition

Certificate of Distinction – New York University  -  1980

Certificate of Academic Service – University of Houston - 1993

Memberships

National Association of Business Economists

National Association of Real Estate Appraisers

American Academy of Economic and Financial Experts

American Law and Economics Association

Houston Business Economists

National Forensic Center

National Association of Forensic Economists

American Economic Association

North American Economics and Finance Association

Southern Economic Association

Western Economic Association

Finance Club (Affiliated with New York University)

Money Marketeers (Affiliated with New York University)

Summary

Founder and CEO of a Financial and Economic Consulting Organization since 1982.  The Company Is experienced in many areas of – Economics, Finance, Economic Damage Analysis (including Business and Technology Losses), Banking, Business, ESOP and Business Valuations, Securities, Healthcare, Fairness and Advisory Opinions, Intellectual Property Valuations, Real Estate and Corporate Finance.  

The company both prepares Institutional Economic / Finance Reports, Feasibility Analysis, Corporate Business Plans and Provides Litigation Support (having been qualified In both State and Federal Courts) in the areas of – Economics, Real Estate, Banking, Corporate and IP Valuations, Class Actions and Finance.

The Senior Economist is also a Speaker at Business, Economic, Banking and Real Estate seminars on a nationwide basis.

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