Learn More about These Finance Experts Referred by TASA

TASA ID: 1009 (Banking): A former Advisor to the Board of Governors of the Federal Reserve. Over 30 years of banking experience as organizing director of new banks and President of four community banks. As the primary bank regulator for the State of Washington, supervise and regulated 110 commercial banks. Supervised business plans and approved policy and procedures within banks for lending and operation. Consulted with law firms as an expert witness and testified for both plaintiffs and defendants.

TASA ID: 3399 (Banking): Thirty four years of banking experience. Started two de novo community banks as founder, director, president and CEO. Organized, started, and was the manager of a special assets department for a regional bank. Qualified as an expert witness in federal and state court, as well as arbitration.Represents both plaintiffs and defendants. Experienced in expert report writing that meets federal court requirements.

TASA ID: 3239 (Bankruptcy): He has served as a business advisor & expert witness for attorneys, risk managers, treasurers and insurance companies spanning the oil and energy, retail, hospitality, shipping, agricultural, chemical & professional services industries. He has performed complex business valuations and cost analysis as they relate to catastrophic losses in an effort to validate and substantiate emergency response costs for major corporations in the United States, Europe, & Africa

TASA ID: 836 (Bankruptcy): A seasoned professional in the fields of accounting and auditing, financial management and accountants' liability. I have been involved in cases involving the defense of accounting firms accused of malpractice, white-collar crime, and business interruption claims. I am a certified public accountant duly licensed in Pennsylvania, New Jersey, and Delaware. I am also a certified fraud examiner.

TASA ID: 1579 (Credit): The expert has analyzed excessive markup, churning, suitability, misrepresentation, securities fraud, money laundering and valuation fraud. Expertise in the sale, trading, accounting, valuation and compliance of financial instruments including collateralized mortgage obligations - CMOs (IOs, POs, inverse floaters, Z-bonds etc.), asset-backed securities, government bonds, corporate bonds, municipal bonds, variable annuities, stocks, bonds, currencies, futures, options, swaps and derivatives.

TASA ID: 2048 (Credit): Accounts receivable management expert with over 30 years experience. The past 7 years have been spent providing expertise to over 85 Architectural, Engineering and Environmental firms. Advisor to client firms on contract terminology, extension of credit, and A/R strategies and systems. Efforts have shown significant decrease in percentage of client writeoffs as bad debt leading to increased cash flow and profit margins.

TASA ID: 3693 (Finance): I have more than 15 years' experience in the areas of public finance, municipal bonds and asset-backed securitizations. I have acted as bond counsel, lender's counsel, trustee counsel, underwriter's counsel and bondholder's counsel in a variety of taxable and tax-exempt financings. My experience also includes representing the providers of financial products including swaps, letters of credit, liquidity agreements, guaranteed investment contracts, repurchase agreements, and bond insurance.

Expertise in municipal finance, tax-exempt bonds, student loan finance, letters of credit, liquidity agreements, warehouse lending, standby bond purchase agreements, guaranteed investment contracts, swaps, bond insurance, repurchase agreements, variable rate bonds, auction rate securities.

TASA ID: 688 (Finance): Associate Professor of Finance, Director of the University Real Estate Education Program, Interim Head of the University Department of Finance. Board of Directors of Academy of Business Disciplines, Past President of Rotary Club, Past District Governor of Lions Clubs International.Experienced in standards of care of agents involved in real estate and insurance transactions, and the valuation of pensions and estates.

Expertise in Real Estate, Financial Planning, Investments, Time Value of Money, Insurance.

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Why TASA for Finance Expert Witnesses?

To make the most precise referrals possible to finance expert witnesses, TASA referral advisors will review the finance expert witness time frame, location, experience and credentials that you require, even assisting you, if necessary, in defining and refining your criteria. TASA referral advisors will then provide names of relevant finance expert witnesses, forward resumes, and help arrange your initial phone interviews with the candidates you select. This saves you valuable time and helps provide finance expert witnesses ready to discuss your case. Our advisors then follow up to help ensure your satisfaction. Most referrals are made within 24 business hours of your request. There is no fee for expert referrals unless you designate or engage an expert we refer to you. For timesaving, cost-effective referrals to the best finance expert witnesses, contact us by online request form, email or phone.

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  • Note: This form is to be completed by legal and insurance professionals ONLY. If you are a party in a case that requires an expert witness, please have your attorney contact TASA at 800-523-2319.