Banking Expert Witnesses in New Jersey

This financial expert earned his BA from Brown University, and his Master of International Affairs in Finance from Columbia University. He has held top leadership positions at numerous financial institutions including Standard & Poor's and Lehman Brothers He is the former Senior VP and Co-Head of Investment Banking Credit, Ratings Advisory, & Execution at Lehman Brothers. Through 2013, this expert was the Director/Senior Vice President - Ratings Advisory & Credit Review for Barclays/Lehman Brothers. He is currently an independent financial consultant.

This highly qualified expert has over 25 years of experience in supply chain and logistics, with experience in warehousing and drayage. He earned his BS in business administration, finance, and real estate from California State University at Northridge and is currently holds a New Jersey real estate license. He has formerly served as a sales and leasing executive for Kroll Commercial Realty, as well as team leader and senior loan officer of residential mortgage banks for First Choice Loan Services. Currently, this expert serves as the director of sales and senior leadership team member for a global supply chain company based in New Jersey.

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated with honors in economics from Princeton University, followed by graduating at the top of his class in the MBA program at New York University (NYU) Business School. Until 1990, this expert served as an investment banker at Dillon, Read & Co. Inc., one of the most prominent American investment banks of the twentieth Century. Joining the firm as an associate, he became a Vice-President, then Senior Vice-President, and was elected Managing Director in 1982. In November 1990, he resigned from Dillon, Read & Co. Inc. to pursue a new business opportunity. From October 1993 through February 1995, he served as President and CEO of Gulf USA Corporation, shepherding it through a reorganization process, and as a Director of Gulf Resources Pacific in New Zealand, a 90% owned subsidiary and one of the largest commercial real estate companies in New Zealand. He also served as an advisor to certain corporate finance departments of medium-size investment banks, including Gruntal Capital Markets. In addition, he served on certain boards of directors. This expert is currently a Senior Director at a boutique investment bank with both U.S. and foreign clients.

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space.