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Specialties & Experience of this Expert Witness

General Specialties:


Keywords/Search Terms:

Credit Union turn-around CEO, operational expert, fraud detection, regulatory compliance, lending expert, compliance expert


MBA, Southern Illinois University/Edwardsville; BS, Park University; AA, Monterey Peninsula CC

Years in Practice:


Number of Times Deposed/Testified in Last 4 Yrs:


Additional Information

Professional Profile  Executive management experience in profit and non-profit business sectors, business transformation and turnaround, business development, public policy administration, finance, project management, and strategic planning.  Education compliments business experience in process consultation, internal and external analysis, financial modeling, and customer/stakeholder relationship building. Professional Experience Operations and Administration • Nationally recognized Chief Executive Officer hired to execute credit union turnarounds – completed several in record time. • Experience in completing regulatory compliance requirements efficiently and ahead of schedule. • Effective communicator and negotiator: o Repaired corporate reputation with members, staff, regulators, vendors, and credit union community. o Lease negotiations, vendor contracts, complicated litigious strategy and execution. o Excellent presentation skills. Featured speaker at national ALM, state and NCUA conferences. • Successfully managed facility relocation, capital improvement, and fixed asset resource reallocation. Finance and Accounting • Chief Financial Officer responsible for accounting and finance, budgeting, ALM, investments, collections, resource allocation, and capital improvements. • Experience restructuring failing investment portfolios to minimize interest rate risk and maximize earnings. • Budget and Net Worth Restoration Plan development, implementation, oversight and variance reporting to Boards of Directors and regulatory agencies. • Developed successful liquidity/cash management model. • Mergers and acquisitions – analysis and execution. Personnel and Human Resources • Management Assessments to evaluate capabilities, experience, and knowledge. • Director of Human Resources – payroll, employee development and counseling, regulatory compliance. • Successfully recruited CEOs for troubled credit unions. • Experience negotiating Collective Bargaining contracts, grievances, compliance, and decertification.