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Experienced investment banker, corporate executive, and consulting economist. Senior investment banker with 25+ years at Weild &amp; Co., WestPark Capital, Prudential Securities, Seidler Amdec Securities, and Laffer Associates. Â Advised issuers on over $2 billion of public and private equity transactions, mergers &amp; acquisitions, and strategic advisory engagements, focused on enterprise technology, consumer, retailing, and natural resources. Â 
Senior corporate executive responsibilities include 10+ years with small cap public and private companies in enterprise technology, digital media, and natural resources industry sectors. Currently serving on Board of Directors of two listed public companies, with audit committee chairmanship. Five yearsâ€™ service as CFO of FINRA-registered broker-dealer, including participation on commitment and compliance committees.
Served as chairman of two official committees representing unsecured creditors in bankruptcy litigation, most recently from 2018-2020. Â In court appearances and depositions, my constellation of knowledge, skills and experience in financial analytics, corporate governance, and economics have been critical to achieving positive outcomes in multiple bankruptcy, family trust, and divorce litigation cases. Â 
Currently Senior Managing Director at Weild &amp; Co.
FINRA Series 7, 63, 79, 82, and 99 registrations.
Litigation Experience:
2018 Bankruptcy Litigation â€” My sworn testimony in Federal Bankruptcy Court, Arizona District, identified potential fraudulent conveyance of key assets, management malfeasance, and governance abuse of minority stockholders, perpetrated by Debtor-in-Possession incumbent management. My service as Chairman of the Creditor Committee achieved appointment of an Independent Trustee and retention of litigation counsel, who are currently pursuing a $100 million fraudulent conveyance claim with trial in federal court expected in early 2023.
2015 Divorce Litigation â€” My asset tracing analysis demonstrated that Respondent had a separate property interest in 48.6% of total community-controlled assets, directly attributable and traceable to Respondentâ€™s pre-marital financial assets. Â The asset tracing incorporated nine institutional financial accounts, covered 26 years of account records, and addressed pre-marital account values followed by community contributions, distributions, rollovers, investment returns and account appreciation, all credited and debited proportionally to separate and community interests. Â Upon presentation of my "Tracing Analysis &amp; Separate Property Claimsâ€ report, Plaintiff's counsel promptly requested settlement negotiations.
2014 Family Trust Litigation â€” My asset tracing analysis demonstrated 19 years of irregular property transfers, unaccounted distributions, missing assets, and accounting irregularities to the detriment of the Family Trust Plaintiff in an aggregate amount of $1.2 million over 19-year period. My initial tracing presentation resulted in retention of a major west coast law firm with payment of all legal fees deferred until recovery.
2008 Bankruptcy Litigation â€” My initial status conference presentation in Delaware Chancery Court identified irregularities and potentially fraudulent creditor claims in a public telecom company bankruptcy filing. My appointment and service as Chairman of the Creditor Committee eventually resulted in full payment to all legitimate creditors at 104.0% of proven claims, totaling approximately $4.4 million in cash payments.
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