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 Expert  724277

Expert in Financial Analysis, Financial Management, Investments and Modeling; Agribusiness

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise: Listed with other top experts in: 
His experience in finance includes work as a CFO, Director of Financial Planning and Analysis, debt financing, equity financing, financial modeling, and strategic financial planning. Finance is the keystone to successful corporate strategic planning just as cash is the life blood of any business. The expert has worked at all levels of finance in the corporate setting, from trading, to analysis, to management at the CFO level. He has traded proprietary assets, performed financial planning and analysis for start-ups and well-established firms, directed financial operations, and raised debt and equity financing. All his finance activities benefited the strategic goals of his companies and clients. Currently, he aids CEOs and CFOs in their work, providing valuable analytical insights into their finances and operations, helping them determine strategic objectives and investments, and giving them outside assessments of their operations and showing alternative ways of doing business.



financial planning




investment management


commodity options


financial analysis


financial competence


financial forecasting


financial management


fixed income


fixed income securities

His experience in Risk Management includes two years as Director of Risk Management for a commodities trading company. He has also done risk analysis for large, publicly traded companies, private investment groups, and a member firm of the Chicago Board Options Exchange. The analysis and management of risks is one of the most poorly understood functions in corporate life, yet misunderstanding risk is a leading cause of poor corporate performance and can often result in disaster. Strategic planning and financial operations often gloss over risk, or take a rudimentary approach to identifying and analyzing risk. Only with a more thorough analysis and understanding can risk be managed adequately. Without that, companies are pretty much flying blind and counting on luck. The expert's work in risk management goes back to hedging foreign currency fluctuations in the 1980s. It includes experience in the interest rate markets, commodities markets, and in hedging and derivatives. The methods and modeling of risk that he has learned over the years are very applicable to many other situations faced by corporations, so he works to bring risk considerations to the fore when the situation warrants it.


risk management



As an experienced finance executive, it was always his goal to understand business operations in order to improve their efficiency. He found there was usually a better way to do things. There were usually cost and revenue items that were overlooked or thought unimportant because no one ever gave them consideration. All too often, a corporation seeks to grow net revenues by growing operations without considering the effects of diminishing returns and the expense of expansion. Too rapid growth can drag a business down just as too little or no growth can. The key is to find the right balance of external growth and internal efficiency that maximizes the cost-benefit relationship and which takes into account the risks inherent in any strategic endeavor. His understanding of business operations is the beginning of finding that balance.

business operations

He has experience in all types of financial modeling techniques, and specializes in more advanced quantitative methods. These include monte carlo simulations, binary trees, and the use of genetic algorithms for optimization purposes. These methods are particularly useful with decision analysis situations.

He has written value-at-risk models, interest rate models, equity pricing models, asset allocation models, trading models, investment portfolio models for fixed income, equity, and derivative investments, and business simulation models. Financial modeling is much more than developing a five-year pro-formal balance sheet and income statement targeting a certain future goal. Any sort of model that yields a single result or relies on a linear extrapolation of the present is immediately suspect and of little practical value, strategically speaking. Financial modeling should result in a range of targets, some good and some bad, in order to give the decision-maker the information needed to make informed decisions. Different scenarios need to be assessed for the decision-making process to be well-informed. Best case/expected case/worst case scenarios are a bare minimum, but they are a good start. Too often, they are not even considered. More sophisticated scenario analysis is possible and desirable, and he has found it to be most valuable.


financial modeling


hedge fund




asset allocation

He has a life-long interest in agribusiness around which he's been able to build significant experience. From rural development to ag finance, from commodities trading and risk management to real estate, he has extensive professional experience in the area. Also, he teaches agribusiness and mathematics at the Expert's University.


He has written strategic business plans for Fortune 500 companies, financial institutions, start-up businesses, established businesses seeking debt and equity investment, and for numerous health centers and health systems. "Corporate strategic planning" is perhaps the most overused term in the business consultant's lexicon. Over the years, he has seen companies pay exorbitant amounts for "strategic plans" that are little more than a series of bullet points in an overpriced PowerPoint presentation. Corporate strategic planning is a dynamic process that begins with the creation of a planning document that is comprehensive in its assessment of the company in question. Finance, operations, the market, risk, management, and governance are the obvious places to begin, but each company is different and a great deal of customization is usually required to create a useful strategic plan. More importantly, corporation must be dedicated to the dynamic process of strategic planning, to reviewing and re-writing the plan as internal and external situations change. The plan has very limited value if it is not revisited and reconsidered periodically. The corporate and market environment are not static, but too many strategic plans are.


corporate strategic planning


health care finance


corporate finance

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Fresno, California;  Bakersfield, California;  Salinas, California;  Santa Barbara, California;  and Santa Maria, California.

Often requested
with this expert:

Hedge Funds, Investments, Options, Securities Valuation,...
Customer-Focused Marketing and Organization Strategy,...
Competitive Intelligence, Doing Business in Japan, B2B...
Corporate Finance, M&A, Planning, Lender Negotiations,...

Year   Degree   Subject   Institution   Honors
2000   MBA   Finance   Johns Hopkins University  
2000   Graduate Certificate   Investment Management   Johns Hopkins University  
1981   BS in Foreign Service   International Affairs   Georgetown University   Cum Laude

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to


(Undisclosed University)


Business and Mathematics




He is a lecturer at the University's College of Agriculture and College of Science and Mathematics. He has also been a lecturer in the College of Business. He lectures in agribusiness finance, fixed income securities and markets, pre-calculus, and calculus.

2002 to


(Undisclosed University)





He has served as a financial analysis and financial management consultant to businesses in investment management and trading, health care finance, education, and telecommunications.

2001 to 2005


Johns Hopkins University


Carey School of Business


Faculty Practitioner


He was part-time faculty in the MBA program where he taught corporate finance, financial management, and mathematical finance.

2000 to 2002





Director of Business Development


He was responsible for financial planning and analysis at a private investment company dealing in energy and real estate. He overhauled the firm's financial planning and analysis function, analyzed the investment portfolio and market risk.

1998 to 2000


ACN Power, Inc.



Director of Risk Management


He was responsible for directing the middle office of an energy and commodities trading company with oversight of analysts and traders.

1996 to 1998


Camden Station International, Inc.





He ran his own consulting business, providing financial planning and portfolio management services to private clients.

1983 to 1996





Operations Manager


He was responsible for operations and project management of an international economic development business.

Career Accomplishments:

International Association of Financial Engineers

Government Experience:
Years   Agency   Role   Description
1983 to 1996   Various   Contractor   His work at Interco was partly under contract to various agencies and deparments of the US Government, including DoD, DoS, USIA, and USAID.

Consulting Services:
Selected Consulting Examples:
  • He has worked on site, under contract, as an interim CFO and also as a Director of Financial Planning and Analysis.
  • He has worked on the floor of a major financial exchange with traders, helping them develop new strategies, analyzing their trades, and managing the firm's portfolio of commodities, equities, and risk.
  • He has written strategic business plans and financial analyses used by clients to approach investors in successful efforts to raise millions of dollars for capital projects and equipment.
  • He has designed hedging strategies and other risk management strategies for large portfolios of assets.
  • He has also set up businesses in equipment leasing and finance.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Agribusiness expert for consulting on financial impact of Gulf oil spill on market value of fisheries business.
  • Expert for consulting on distressed debt trading under LSTA guidelines.
  • Hedge fund manager expert witness for consulting on Standard of Care.
  • Commodities trading expert for consulting on agricultural commodities trading analysis.
  • FINRA misrepresentation and suitability expert witness for FINRA arbitration.
  • Expert in hedge fund due diligence needed as expert witness in litigation.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1983 to 1996   Western Europe   He worked extensively in the countries of Western Europe managing projects in technology, finance, manufacturing, and infrastructure.
1986 to 1996   Eastern and Central Europe   He worked extensively in the countries of Eastern and Central Europe managing projects in technology, finance, manufacturing, and infrastructure.

Language Skills:
Foreign Language   Description
German   He can communicate well in German.
French   He can communicate in French.

Additional Skills and Services:

He teaches graduate and undergraduate level courses in finance and mathematics.

Supplier and Vendor Location and Selection

He has worked with vendors in software in setting up accounting and risk management systems. He has also worked in finance finding suitable financing for capital projects, preparing RFPs, evaluating responses, and negotiating and closing multi-million dollar deals.

Other Skills and Services

He has a broad background in financial management and financial analysis, including work in investment management, trading, and risk management. He has also written numerous strategic business plans and supporting financial analyses. He also has experience as a CFO and Director of Financial Analysis and Planning.


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