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Investment Banking and Leveraged Finance Expert Witness
Investment Banking and Leveraged Finance Expert Witness
Associate, Citicorp Securities
Master of Business Administration (MBA), University of Chicago
(***)***-****
Connecticut
Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.
Expert Qualifications
This highly-qualified expert has nearly 30 years of experience in the field of investment banking and leveraged finance, specializing in arranging debt financing primarily for leveraged buyouts, mergers and acquisitions, refinancings, recapitalizations and rescue financings. He earned his BS in computer science from Columbia University and his MBA in finance and international business from the University of Chicago, and holds FINRA Series 79, 82, and 63 licenses. He began his career as an associate in the asset-based finance group at Citicorp Securities. Since then, he he served as the managing director at Credit Suisse Securities, Carolina Financial Securities, and ASGARD Securities, where he was also the co-head of the advisory group. Currently, this expert is the managing partner of a middle market investment banking firm in New York.
Fee Data
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Litigation History
Case Reviews
Testimonies
Depositions
Work History
Status | Job Title/Role | Department/Division | Organization |
|---|---|---|---|
Current | Managing Partner | — | A middle market investment banking firm in NY |
Former | Co-Head | Advisory Group | ASGARD Securities |
Former | Managing Director | — | ASGARD Securities |
Former | Managing Director | — | Carolina Financial Securities |
Former | Managing Director | Syndicated Loan Group | Credit Suisse Securities |
Former | Associate | Asset-Based Finance Group | Citicorp Securities |
Education
Degree | Institution | Major |
|---|---|---|
Master of Business Administration (MBA) | University of Chicago | Finance and International Business |
Bachelor of Science (BS) | Columbia University | Computer Science |
Licenses & Certifications
Name | Issuing Organization | State |
|---|---|---|
FINRA Series 79 | — | — |
FINRA Series 82 | — | — |
FINRA Series 63 | — | — |
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