Expert Details

Financial, Internal/External/Forensic Auditing, International Finance, Banking, Risk management

ID: 730164 Colorado, USA

Request Expert

Expert has earned an MBA degree in Finance as well as a Doctor of Business Administration in Finance. In addition, he has over 20 years experience in internal/external auditing for the IRS and U. S. Dept. of Energy. Expert has taught finance at both the undergraduate and graduate levels for the last fifteen years. He has owned and managed businesses in the Restaurant/Bar industry as well as commercial property ownership and management. He has held licenses as a Real Estate Appraiser and Series 7 Securities Dealer. His areas of expertise lie in securities analysis and investments as well as international finance, derivatives, financial risk management for domestic and foreign operations. Business Valuation and securities analysis are a primary expertise of Expert. His methods of business valuation have been applied to numerous businesses, both large and small, over the last 15 years. The methods have been tested and approved in both the courtroom and boardroom.

While with the U. S. Department of Energy, Expert provided consulting services to Los Alamos National Laboratory and the city of Los Alamos in disaster recovery. During this engagement, he developed a debris removal and recycling program that saved several million dollars in waste removal costs related to the disastrous wild fire in 2002. In addition, the debris was recycled into ethanol and coffer dams that prevented massive erosion in the fire stricken areas.While with the U. S. Department of Energy, Expert consulted with several Ohio communities that were severely damaged by floods in 2001. As part of this engagement, he trained five grant writers in these communities in order to obtain grant money for reconstruction, flood control, and emergency services.As an Assistant Professor at Mesa State College (now Colorado Mesa University), Expert worked with several local businesses. He identified problems with one of these businesses that would have led to bankruptcy with in two years. He recommended several financial and operational changes that remedied the problems. These included slowing of growth and expansion to a sustainable level and increasing their cash flow enabling them to continue growing at a rate that they could sustain.

Education

Year Degree Subject Institution
Year: 2007 Degree: DBA in Finance Subject: Finance Institution: Nova Southeastern University
Year: 1976 Degree: MBA Subject: Finance and Marketing Institution: University of Colorado
Year: 1968 Degree: BA Subject: Biology Institution: University of Colorado

Work History

Years Employer Title Department
Years: 2005 to 2011 Employer: Regis University Title: Assistant Professor Department: Professional Studies
Responsibilities:
Expert taught the following courses for Regis University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 2008 to 2011 Employer: Colorado Mesa University Title: Assistant Professor Department: Business Department
Responsibilities:
Expert taught the following courses for Colorado Mesa University during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 1996 to 2011 Employer: University of Phoenix Title: Instructor/Professor Department: Business Department
Responsibilities:
Expert taught the following courses for the University of Phoenix during this time frame: Basic Finance, Advanced Corporate Finance, International Finance, Financial Institutions, Investments and Portfolio Management. These were at the undergraduate and graduate level.
Years Employer Title Department
Years: 1993 to 2006 Employer: U. S. Department of Energy Title: Senior Financial Specialist Department: Audit and Renewable Energy/Energy Efficiency
Responsibilities:
During his time with the U. S. Dept. of Energy, Expert performed numerous functions in the Internal/External Audit Department. These included auditing, forensic auditing, risk assessment and operations analysis. Later in his DOE career, he consulted with communities in financial analysis and funding of renewable energy/energy efficiency projects. He also taught Grant Writing to communities and organizations throughout the United States.
Years Employer Title Department
Years: 1986 to 2008 Employer: Self-employed Real Estate Owner/Manager Title: Department: Commercial Real Estate
Responsibilities:
Expert owned and managed Commercial Rental Property including Section 8 real estate.
Years Employer Title Department
Years: 1981 to 1986 Employer: Internal Revenue Service Title: Revenue Agent Department: Corporate Audit
Responsibilities:
Expert's responsibilities included financial audits of corporations, partnerships, sole proprietors and farms and ranches.
Years Employer Title Department
Years: 1989 to 1991 Employer: Eastern Airlines Title: Pilot, Boeing 727 Department: Aviation
Responsibilities:
He was responsible for piloting Boeing 727s throughout the United States and Central America.
Years Employer Title Department
Years: 1979 to 1981 Employer: Wall Street West Title: Securities Dealer Department: Brokerage
Responsibilities:
He was responsible for sales of all U. S. registered securities to clients.

Additional Experience

Expert Witness Experience
Expert developed several models of Business Valuation that have been successfully used in litigation through-out the United States. They focus on the intrinsic value of the business using a derived risk assessment and allocation model that has been tested and has been successful in both the legal and academic environment.

Career Accomplishments

Associations / Societies
Expert is a member of the Financial Management Association, American Planning Association, and the Association of Floodplain Managers.
Licenses / Certifications
Expert has been a Certified Real Estate Appraiser (Colorado) a Series 7 Securities Dealer, and a Licensed Insurance salesman. He is also has a Commercial, Instrument, and Multi-engine pilot's license.
Awards / Recognition
Expert has received the U. S. Air Force Air Medal, Vietnam Service Medal, and the Gulf War Medal.
Publications and Patents Summary
He has six publications.

Fields of Expertise

Request Expert

Dev Tool:

Request: expert/financial-internal-external-forensic-auditing-international-finance-banking-risk-management
Matched Rewrite Rule: expert/([^/]+)(?:/([0-9]+))?/?$
Matched Rewrite Query: experts=financial-internal-external-forensic-auditing-international-finance-banking-risk-management&page=
Loaded Template: single-experts.php