Lending Expert Witnesses

This highly-qualified expert has 25 years of experience in banking and small business lending. He earned his BA in organizational management from Warner University and an MBA in finance from International College. He has formerly served as a commercial lender for SouthTrust Bank, Southern Community Bank, and Florida Community Bank. During his time with Florida Community Bank, he also held the roles of area executive, senior lending officer, regional credit director, and commercial banking officer. He then went on to work with Treasure Coast Commercial Real Estate as a commercial real estate advisor and with Molly’s House as the CEO. Currently, this expert is a consultant for a financial consulting firm based in Florida.

This asset lending, commercial contracts, and finance attorney currently works for a leading global law firm in New York. He earned his J.D. from Fordham University School of Law in 1982 and has been a financial attorney in New York for the past 30+ years. The expert spent over 22 years with Thacher Proffitt & Wood LLP, where he served as a Partner. He was also the Managing Partner of the New York office at SNR Denton for 2+ years. He has been recognized as a Fellow of the American Bar Foundation and was a member of the New York City Bar Association's Committee on Housing and Urban Development. He currently represents financial institutions, funds, and similar entities in purchases and loan portfolio structuring and structured and conventional financing and warehousing, and in a wide variety of mortgage market transactions, and he has (entirely successfully) acted as an expert witness in a malpractice action against a major national law firm.

This expert has been a licensed, practicing attorney since 1987. He regularly practices in both Oregon and Washington state, where he has represented numerous lending institutions, private lenders, small and large businesses, and individuals. His practice has spanned numerous commercial and business areas such as real estate transactions, commercial lending, bankruptcy, and litigation, among others. He is a regular speaker at Continuing Legal Education events in Oregon and Washington on these and other topics. He has also testified as an expert witness in state and federal courts.

This expert is a 44+ year veteran of the mortgage industry, has been an owner-operator of three mortgage banking companies, a software company, and several leading consultancies. Additionally, he is a regular guest on FOX Business News and CNBC, and currently hosts his own weekly radio podcast on mortgage lending. He produces a daily one-minute consumer-facing market commentary video that is viewed by millions of Americans each month, and he publishes articles in a number of leading industry publications.

This expert is a nationally recognized expert on banking and real estate finance, both residential and commercial. Having earned his BS in accounting and finance from Georgetown University, he served as a partner at KPMG for decades. He is a certified mortgage banker and public accountant with significant industry experience in real estate, consumer and commercial lending, fixed income markets, and securitization. Currently, he is the CEO of a real estate finance firm in Virginia.