Lending Expert Witnesses in Indiana

This highly-qualified business executive has almost 30 years of leadership experience in credit card product development and management, as well as marketing and finance. He earned his BS in finance and accounting from Boston University and his MBA with a focus on marketing and management from Iona College. Formerly, he held positions as a senior vice president of partnership marketing and product development at Bank of America Card Services, the vice president of cobranding business and product development at Alliance Data Retail Services, and the senior vice president and director of retail and commercial card services at Huntington Bank. He is currently the managing partner at a strategy and advisory firm located in New York City.

This highly-qualified expert specializes in the field of mergers and acquisitions. He earned his BS from Colgate University, his JD from Cornell Law School, and his MBA from the Kellogg Graduate School of Management. He began his career as an attorney practicing mergers and acquisitions law in New York with White & Case. He then went on to begin his investment banking career, where he was involved in over 60 mergers or acquisitions with a combined market value of over $1 billion. He then became president of a nationally recognized middle market mergers & acquisitions firm with 14 offices around the country. After almost seven years growing that company, he left to co-found an M&A firm that was quickly recognized by Crain’s Chicago Business as one of the Top Investment Banking firms in Chicago. He is currently a founder and partner of a national mergers and acquisitions firm and the founder and partner of an advisory that focuses exclusively on companies in the sports, fitness and leisure industry. He is also the co-founder of an exit planning institute, a leading provider of education, training and resources for business advisors committed to the field of exit planning.

This expert has 13 years career experience in the mortgage industry. He attended The University of Louisville College of Business majoring in Finance, with minors in Accounting & Economics. Then he went on to earn certifications as a Certified Residential Mortgage Specialist, Certified Mortgage Consultant, and Certified Distressed Property Lender. He is a member of professional organizations including the Kentucky Association of Mortgage Professionals and National Association of Mortgage Brokers. He is currently a branch partner at a privately owned mortgage company.

This expert has over 30 years of experience in asset management. He earned his BS in industrial and operations engineering from the University of Michigan before earning his MBA from Harvard University. He is licensed by the National Futures Association in national commodity futures and is a member of the National Futures Association Hearing Committee. Throughout his career, he has held multiple distinguished leadership roles. He was the vice president of investment banking for Donaldson, Lufkin, and Jenrette, and the vice president of Commercial Union Capital Corporation. While working for ABN AMRO Bank N.V., he rose from the head of financial engineering to the role of president and CEO of ABN AMRO. He was a founder and managing partner of Mumford Capital Partners, an equity partner of 2100 Xenon Group, and a partner of Emerging Edge Group. Currently, this expert serves as the chief financial officer, chief compliance officer, and secretary to the board of a registered investment advisor based in Illinois.