Forensic Financial Economist & Valuation Analysis Expert Witness

ACADEMIC EMPLOYMENT

Associate Professor of Finance 2021 – present
Director, MS in Business Analytics Program 2020 – 2022
Mercer University, Atlanta, GA

Assistant Professor of Finance 2015 – 2021
Mercer University, Atlanta, GA

Visiting Assistant Professor of Finance 2016 (summer)

Florida Atlantic University, Boca Raton, FL
Instructor 2013 – 2015

EDUCATION

• D. Finance, Florida Atlantic University 2015
• MBA, Millersville University 2007
• BA, International Studies, Millersville University 2005
• Political Science, Peoples Friendship University, Moscow Russia 1999 – 2001

PROFESSIONAL CERTIFICATIONS

• Certified Valuation Analyst (CVA®) by the National Association of Certified Valuators and Analysts
• Master Analyst in Financial Forensics (MAFF®) by the National Association of Certified Valuators and Analysts

RESEARCH PRESENTATIONS

• 2022: American Economic Association (National Association of Forensic Economics, virtual) 2021: Southern Finance Association (Captiva Island, FL)
• 2020: American Social Science Association (San Diego, CA), Association for Marketing and Health Care Research (Breckenridge, CO), Academy of Financial Services (Virtual);
• 2019: American Finance Association (Atlanta, GA), Association for Marketing and Health Care Research (Jackson, WY);
• 2018: Association for Marketing and Health Care Research (Telluride, CO), National Association of Forensic Economics (Vancouver, BC), Financial Management Association (San Diego, CA); Southern Finance Association (Asheville, NC);
• 2017: Eastern Finance Association (Jacksonville, FL), Southern Finance Association (Key West, FL), Academy of Financial Services (Nashville, TN);
• 2016: Midwestern Finance Association (Atlanta, GA), Eastern Finance Association (Baltimore, MD); Academy of Financial Services (Las Vegas, NV), Southern Finance Association (Miramar Beach, FL);
• 2015: Eastern Finance Association (New Orleans, LA), Financial Management Association (Orlando, FL);
• 2014: Midwestern Finance Association (Orlando, FL), Eastern Finance Association (Pittsburgh, PA), Financial Management Association (Nashville, TN);
• 2013: Southern Finance Association (Fajardo, Puerto Rico).

TEACHING

Principles of Finance (U), Corporation Finance (G), Investment Analysis (U), Investment analysis and Portfolio Management (G), Financial Analytics (G), International Economics and Finance (U, G), Corporate Restructuring via Mergers and Acquisitions (G), Venture Funding (G), Capital Budgeting (G).

SPECIAL SEMINARS AND TALKS

•PV of Economic Damages in Personal Injury Litigation – Foundational Principles for 2022
Life Care Planners and Vocational Experts
American Association of Physician Life Care Planners 6th Annual Assembly

•Economic Damages in Personal Injury and Wrongful Death Cases 2022
Connectionology – Webinar

•Assessing Economic Damages in Personal Injury and Wrongful Death Litigation – 2021
An Economist’s View
New York State Academy of Trial Lawyers

•Case Development Using Economists, Vocational Experts and Life Care Planners 2020
Continuing Legal Education, Florida

•How to Prove Damages in Civil Cases – What Experts Want you to Know 2019
State Bar of Georgia, Institute of Continuing Legal Education

•Funding Strategies2016-2021

•American Financial Services Association (EDGE Program) Valuation and Financing 2017
FOM University of Applied Sciences for Economics and Management

PROFESSIONAL MEMBERSHIP   

American Finance Association, Financial Management Association, Eastern Finance Association, Midwestern Finance Association, Southern Finance Association, Academy of Financial Services, Southern Economics Association, Western Economic Association, National Association of Forensic Economics, National Association of Certified Valuators and Analysts.

Past Member of the Nominating Committee of the National Association of Forensic Economics Vice President – Southern Region the National Association of Forensic Economics

REVIEWER/PROGRAM COMMITTEE

Peer-reviewed Journals: Journal of International Money and Finance, International Review of Economics and Finance, International Economic Journal
Conferences: Eastern Finance Association, Southern Finance Association, Academy of Financial Services

INDUSTRY EXPERIENCE

Forensic Economist
Private LLC
Independent assessment of economic damages in personal injury, wrongful death, employment, and commercial litigation. 2018 – present

Forensic Economist
Discovery Life Care Planning & Vocational Rehabilitation Independent assessment of economic damages in personal injury, wrongful death, and employment litigation. 2021 – present

Founder/Forensic Economist
Private Consulting, LLC,
Independent assessment of economic damages in personal injury, wrongful death, employment and commercial litigation. 2016 – present

Associate Economist
Private Care Planning,
Independent assessment of economic damages in personal injury litigation. 2020 – present

Founder
Personalized Earnings by Age Profiles
An online application that helps individuals make wise (from a financial standpoint) education and career choices. 2018 – 2020

Managing Member, CFO
Milestone Managers and Providers, LLC, Lancaster, PA, USA Secondary market for life insurance 2007 – 2010

Assistant Research Analyst
Franklin Templeton Investments (Emerging Markets), Moscow, Russia Equity valuation analysis 2005

SERVICE              

Vice President, Southern Region
National Association of Forensic Economics 2022 -present

School Governance Board Member
Budget Committee Chair
Barnwell Elementary School, Johns Creek, GA 2018 – 2021

Board Member, Finance Committee
NVI Algae, LLC, Phoenix, AZ 2016 – 2017

Principal 2013 – 2016
Green Energy Partners Scholarship and Research Award Pennsylvania State University – Erie

Director, Treasurer 2011 – 2015
Boca Towers Condominium Association, Boca Raton, FL

Director 2012 – 2014
International Association for Continuing Education Moscow, Russia

TECHNICAL SKILLS
STATA, SAS, E-VIEWS
SDC, DATASTREAM, WRDS (COMPUSTAT, CRSP, EVENTUS, I/B/E/S, TAQ, TRACE),
EDGAR, BOARDEX.