Learn More about These Finance Experts Referred by TASA

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.

TASA ID: 3218 (Finance): Michael is an attorney with 30 years in the investment industry. Experience includes working with national wire houses, independent broker-dealers and investment sponsors covering the broad range of investment securities, especially private placement securities restricted to accredited/High Net Worth investors. Experienced in the areas of due diligence, investor suitability, marketing and compliance. FINRA licenses 4, 7, 8, 24, 53 and 63.

TASA ID: 2068 (Finance): 30 years of experience in securities. Full knowledge of products, services, administration, people development and operations for major firm in six states. FINRA arbitrator and expert witness in over 25 cases since 2002.

Expertise: Arbitration in securities matters and employment issues. Supervision of brokers.Expert witness before NYSE, NASD, US Courts in TX, MA and NY.

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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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