Possessing extensive experience as a CEO, board member, and advisor, this capital markets expert guides companies through complex financial transactions and growth phases. Background includes senior roles in investment banking, wealth management, and technology leadership within major financial institutions, law firms, and consulting practices. Deep knowledge covers IPO processes, M&A, due diligence, corporate finance, and regulatory compliance. Frequently engaged as an expert witness for arbitration services and civil litigation, providing testimony and forensic analysis on securities, financial disputes, and compliance matters. Proven success assisting early-stage ventures across tech, healthcare, and life sciences in securing funding and achieving listings on national stock exchanges.
✓ Depositions
✓ Trial Testimony