Specialties & Experience of this Expert Witness

Additional Information

I have extensive experience in the areas of software engineering and development in multiple programming languages, databases, and technologies which I still work in currently. Software "code" comparison and logic paths, trade secrets, highly technical IP, including copyright and patent infringement, misappropriation, software delivery and implementation failure. Versed in trading systems and vended solutions, financial and securities industry market data, stock and multi-asset trade data, investment analysis and forensics of trading and tick-level "tape" data, fraud and AML detection. I use a variety of tools using data and software analysis skills to forensically study and compare systems, financial data and reports, highly technical trade secret code, insider trading, intellectual property, etc. Ability to create custom analyses, complex reports, and graphical charts tailored to a study's/case’s illustration and presentation requirements. My wealth of knowledge in these areas is extensively built on creating/using/analyzing software in the financial and securities industry to study and report on large, complex datasets and evidence. I hold multiple FINRA registrations such as the Series 7, 63, and 55. I am a Certified Anti-Money Laundering Specialist (CAMS), and hold a software certification from Microsoft (Microsoft Certified Solutions Developer). I have worked and currently work in senior software engineering and trading roles on Wall Street for over 20yrs at top firms such as Credit-Suisse, Cantor Fitzgerald, and TD Cowen. I currently work for Northstar Risk building state of the art software to assist Hedge Funds with managing and analyzing their investment risk. While working at these firms I built software systems to analyze large amounts of securities industry data across multiple asset types such as equities, fixed income, and foreign exchange currencies. This included expertise in many different types of industry-wide trading platforms such as Fidessa, Bloomberg, and Flex-trade. I currently create and have created software to report and compare stock transactions and analyze investment risk across thousands of investments in total principal value exceeding billions of dollars. I am versed in the following technologies and paradigms: C#, C++, Java, Typescript, Javascript, Python, Visual Basic, Cobol, Pascal, Microsoft .Net, Blazor, Visual Studio, Web/REST API's, Redis, JSON, Ajax/Jquery, Websockets, SQL, MySQL, SQL Server, Oracle, MongoDB, ReactJS, Bootstrap, HTML, CSS, Tableau, Github, Website and desktop applications, Dashboarding/GUI, Trading OMS/EMS (e.g.: Fidessa, Bloomberg), source control, MS-Windows, Excel/Word/Powerpoint and VBA. Stock, bond, option, Fx trading data. Major market indices (SPX, DJIA, Nasdaq, Russell, etc.) data. Stock purchase/sale analysis, market conditions/behavior/performance, balance and transaction fee/cost analysis, trading cost and commission analysis, fair pricing models. Securities industry client contracts, commissions, and agreements. Experience with depositions, technical legal writing, calm and reliable under pressure.