Private Equity Expert Witnesses in Tennessee

This highly qualified financial services expert has almost twenty years of experience across sales and trading, research, equity investing, and private equity. He earned his BA in economics and psychology and his MBA from University of North Carolina. He then gained his MS in finance from Georgetown University. This expert has served as a buy side trader and macro analyst at Goldman Sachs, the senior vice president of cross-asset and derivatives sales and trading at Hapoalim Securities, and as a global macro desk analyst at BNP Paribas. He currently works as an independent consultant advising on investments for organization across various sectors including finance, healthcare, and technology.

This expert has demonstrated experience in the fields of economics, telecommunications, and estate planning. He earned both his BA in management and business and his MA in economics from North Carolina State University. He is a certified estate advisor and a registered financial consultant. Additionally, this expert holds licenses for life, health, and accident insurance, long term care insurance, and Medigap supplemental insurance. He is active in his field as a member of several organizations including the International Association of Registered Financial Consultants and the National Association of Financial and Estate Planners. He previously served as a supervising field engineer for General Telephone Corporation, a staff engineer for Concord Telephone Company, the director of marketing and strategic planning for Tel-Amco, an investment broker for A.G. Edwards & Sons, general manager for GVNW, and executive director of marketing for Madison River Communications. For over 20 years, this expert has served as the president of a marketing and telecommunications consultancy in North Carolina.

This economics Ph.D. has a broad financial background spanning mortgage-backed securities, asset-backed securities, and structured products. After earning his master's and doctorate from the University of Florida, he became a tenured Associate Professor at the University of South Carolina. The expert eventually began a successful career in finance and served in several senior positions, including as global head of MBS research at two major investment banks, CS First Boston and UBS. He also worked in two senior trading roles focused on whole loans and securities, managing portfolios upwards of $90 billion in those positions. More recently, he was the Product Manager for an MBS and ABS valuation and risk analytics consulting firm. The expert recently started his own business as an independent consultant. In this capacity he has served as an expert witness in cases involving FINRA, the SEC, and the U.S. District Court.

This expert was a financial advisor for seven years and a supervisor of financial advisors for twelve years. As a supervisor he served as a sales manager, office manager, regional sales manager, and complex director. He managed over a thousand different advisors in different capacities over his time at Merrill Lynch. He held series 7, 9, 10, 63, 65 and insurance licenses in his capacity as supervisor. During his career he has testified in courtroom, deposition, arbitration, and mediation situations. He has dealt with regulators, attorneys, clients, judges, mediators, and advisors in all of these situations. This expert has a BA in Political Science and an MBA with a marketing concentration, both from Vanderbilt University.