Investment Banking Expert Witnesses in Arizona

This well credentialed expert has more than three decades of experience in finance, economics, and statistics, with particular expertise in economic damages assessments, employment litigation, securities and business valuations. He earned his BS in Math and Economics from the University of Oregon, his MBA in Finance from University of California, Los Angeles, and his PhD in Financial Economics from University of California, Los Angeles. He also is a Chartered Financial Analyst from the CFA Institute. He is a past member of numerous national consulting practices, all of which focused on forensic economic matters. In addition, he was a lecturer in Finance at the University of California, Los Angeles and the University of California, San Diego, as well as an Assistant Professor at University of California, Irvine. The expert has authored numerous articles and reports in his field. He is currently a Partner at an Economic and Accounting Consulting Firm in California.

This expert has held a number of executive positions at a number of architectural firms across the country, including President and CEO of Ridgway Pioneer Corporation, COO and CFO of RNL Design, and Treasurer of the World Trade Center in Denver. He is currently a Franchisee at a hair salon chain store based in Colorado.

This expert has over 35 years of experience in the field of construction safety. He earned his BBA in finance from the University of Utah and is a licensed general contractor in California. He is board certified as a construction health and safety technician and as a safety and health manager. He is a member of the American Society of Safety Engineers. He previously served as an instructor at the OSHA training institute, as the safety director at Nielsen Dillingham Builders, Inc. and as a principal at California Crane Works. He is currently a principal at a construction safety consultancy in California.

This highly qualified expert has over 15 years of experience in the field of bioengineering. He earned his BS in electrical engineering, two MS degrees - one in mechanical engineering and the other in electrical engineering - and his PhD in bioengineering from Georgia Institute of Technology. He is certified in deep learning with MATLAB and as a Level 1 chartered market technician and DTR international securities exchange trader. He is active in his field as a member of the IEEE Signal Processing Society, the IEEE Communications Society, and the Biomedical Engineering Society. He is also highly involved in research, having received multiple grants for his research and authored numerous publications. This expert currently holds 21 patents. He has held a number of distinguished positions throughout his career serving as the chief technology officer for 4-D Imaging, the chief risk officer of Carlyle Blue Wave Partners, and the chief science officer of Heart in Your Hand LLC and Endovantage LLC. Currently, this expert serves as an associate professor of engineering at a well-known university in Arizona, an associate professor of radiology at a medical university in Arizona, and the lead of camera software for a leading technology company.

This highly-qualified expert has over 15 years of experience in the field of economics and finance. He received his BA in economics from Washington and Lee University before earning his MA in economics at University of California Davis. He then earned his PhD in finance from Duke University. He is active in his field as an author of several publications and a speaker at multiple conferences. He has formerly served as an assistant professor of finance at the University of Wisconsin-Madison and a lecturer of law at Stanford University. He has also held the title of vice president of Cornerstone Research, as well as executive vice president and head of Silicon Valley finance practice at Compass Lexecon. Currently, this expert is a senior consultant for an economic consulting firm in California, as well as the founder and general partner of a different economic consulting firm.

This highly qualified expert has nearly 35 years of experience in safety products distribution. He received his BSME from the University of Delaware before earning his MBA in finance and strategic planning from Gannon University. This expert specializes in supply chain management for safety products, including product development of electronics, aircraft and aerospace parts, industrial controls, motors, power tools appliances, and sprinklers. He has formerly served as the manager of production engineering and speed variator products operation at General Electric, the plant manager of the US housewares division of Black & Decker, and director of manufacturing planning and vice president of operations for both outdoor manufacturing and the household division of Sunbeam Corporation. Currently, this expert serves as the CEO and founder of a private consulting company based in California.

This highly-qualified expert has nearly 30 years of experience in the consumer, retailing, technology, and healthcare industries in areas such as mergers and acquisitions, the valuation of public and private companies, stock option valuations, severance package valuations, and C-suite compensation. He received his BA in economics and political science from Claremont McKenna College before earning his MBA from Harvard Business School. He also earned a certified director certification from the UCLA Anderson School of Management. This expert has formerly served as the vice president of investment banking at Donaldson, Lufkin, & Jenrette and Wertheim Schroeder & Co, as the CFO of Bodega Latina Corporation, DDD Group, and Hypertension Diagnostics Inc. While working with Hypertension Diagnostics, he also served as the chairman and CEO. He has also been a board member for several companies, including HDi Plastics, HitFix, and Specialty Commodities. Currently, this expert serves as a board member for a retail technology company in Texas and a privately-owned drug retailer in Washington state.

This boating expert has nearly 30 years of experience in his field. He earned an AA in business administration from Rio Hondo Community College and is licensed as a captain through the US Coast Guard. In addition, he is a member of the Outdoor Writers Association of California and has contributed thousands of articles on fishing and boating to various media outlets. Formerly, this expert was an operations manager at Designed Programs Corporation and a technical operations and customer support manager at AT&T. He was the president, CEO, CFO, and COB of Sea Cubed, Inc. Currently, he is the owner of both a gun and a fishing retail store, as well as a freelance writer, speaker, and teacher on outdoor topics. Most notably, this expert is the executive director and a captain at a maritime NPO in California, serving special-needs people. Additionally, he has owned a long-term boat charter business for the past 19 years.

This highly-qualified economics and finance expert has over 30 years of experience in his field and specializes in the topics of securities and class-action litigation, corporate finance and governance, and the valuation of public and private companies. He earned his MBA in finance and applied economics from the University of Rochester and his PhD in finance from the University of Washington. He is currently an executive board member of the National Association of Corporate Directors Colorado Chapter. He also stays active in his field as an author and presenter of his field and has been quoted in the Wall Street Journal, New York Times, and Economist. Formerly, he has held positions as an associate professor of finance at the University of Utah, a visiting associate professor of finance at the University of Chicago, and a visiting professor of economics at Princeton University. He currently serves as a provost professor of finance at a large university in Colorado.

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served as a commercial loan officer at Bank of America, as the chief financial officer of Engineered Equipment Company, and as the senior vice president of Mellon Bank and Regents Bank. This expert is currently the president and CEO of a commercial real estate lending company in California.

This expert has over 25 years of experience in the securities industry as an accounting and compliance specialist. Industry experience with broker-dealers, registered investment advisers, hedge funds,regulation, compliance, accounting, and information technology. He has been FINRA registered since 1984 and is also a licensed Financial and Operations Principal. He currently serves as Principal for a financial compliance services firm.

This expert specializes in gas station and convenience store operations, management, and safety, with specific focus on site valuations, operating procedures, capital and expense management. He earned a BS in Chemical Engineering from Cornell University and a MBA in Finance from Drexel University. He has 37 years of experience in the downstream petroleum refining and marketing industry with ARCO and BP. As President of BP West Coast Products, LLC and Vice President Retail Operations, he had responsibility for ARCO gasoline retail sales and AMPM operations worldwide, consisting of the C-Store business with 700 franchisees, 3000 convenience stores, and $3 billion in revenue.

This station valuation and broadcast station economics expert has been working in the media and entertainment industry for over 40 years. He studied Radio and Television at Ithaca College prior to receiving his M.B.A. with a concentration in Finance from American University. He is a former Founding Partner of DES Associates, where he worked for nearly a decade providing appraisal and acquisition analysis to the broadcasting industry. During this time he concurrently served as an Associate Editor for Paul Kagan Association. He left DES to form ComCapital Group, an investment banking company that specialized in station acquisition financing, valuations, and related financial consulting. Currently, this expert is the President and Founding Partner of an investment banking company that provides appraisal services and specialized economic analysis for the TV and radio broadcasting industry. Over the course of his career, this expert has appraised over 4,000 broadcast TV and radio stations with aggregate values in excess of $50 billion. His scholarly articles on the topics of broadcast station valuation and finance have been featured in publications such as the "Journal of Broadcast Financial Management�, "Broadcasting", and "Broadcast Management & Engineering", while he has been recognized as a broadcast station valuation and economic expert by the Subcommittee on Telecommunications of the U.S. Congress. This expert has also been qualified as an expert in station valuation and broadcast station economics in proceedings before the U.S. Supreme Court and has prepared valuation and economic studies that were incorporated in proceedings before the Federal Communications Commission.

This expert has over 25 years of experience, transitioning through the professional disciplines of accounting, tax, law and finance, including public accounting and private law practice, as well as legal and corporate finance executive positions with Oryx Energy (now Anadarko Petroleum), Verizon and GreenTech Petroleum. He leverages on multi-disciplinary skill-sets in overseeing capital structure, determining the optimum mix of debt, equity and internal financing, building complex economic & financial models, performing the budgeting and forecasting function, developing strategies to improve economic efficiencies on capital deployed, managing complex tax issues and litigation and understanding and resolving financial and accounting questions. He is highly experienced at preparing and communicating business plans and strategies and preparing professional finance packages for qualified projects. He has a heavy international background, including mergers and acquisitions, and all types of domestic and cross-border transactions, with countries such as Russia, China, and Kazakhstan, among many others. He has been published in multiple national journals such as Business Week and the Journal of Corporate Taxation. He has also successfully testified as a finance expert witness in major commercial litigation (involving hundreds of millions of dollars) in venues including state and county courts, U.S. Federal District Court and U.S. Tax Court. Given his diverse background and global experience, he offers a unique blend of business acumen and legal knowledge in negotiating complex transactions, working with integrated teams of professionals from tax, accounting, finance, legal, engineering, geology, and operations departments of companies.

This expert is a senior-level investment manager with extensive experience in long/short equity investing. He is an expert in hedge fund strategies, securities selection, portfolio management and other investment-related issues. He has provided consulting, investment research and expert witness services to investment funds and law firms since 2004. He earned his masters in business administration from Harvard Business School and is currently a Senior Investment Consultant at a private financial investment consultancy.