Lending Expert Witnesses in Iowa

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 is a retired manager from the investor owned gas and electric utility Wisconsin Public Service Corporation. His 25 year career included key management positions in customer service, credit and collections, revenue cycle services, field operations and project management associated with the installation of an industry leading automated metering system. Prior to joining Wisconsin Public Service, this expert worked in the banking industry as a branch manager and corporate consumer loan officer. The first 7 years of his initial professional career was spent as a teacher of social studies, history and physical education, as well as a football coach. He received his B.A. and teaching certification from St. Norbert College in De Pere, Wisconsin. He also served in various key leadership roles for both industry and community organizations.This expert has over 30 years in key leadership and managerial positions and over 25 years experience with a large investor owned gas and electric utility. He has over 10 years experience teaching and coaching and has provided expert analysis and testimony. He has assited in the successful design and implementation of an industry leading smart metering system, the successful design, training and implementation of a companywide process improvement effort, the successful redesign of Collection Services Department leading to reduced expenses, and the successful redesign of the Revenue Services Department. He ahs provided expert witness services to law firms.

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.