Credit Union Specialist, Expert Witness and Forensic Consultant.
30+ years specializing in both domestic and international credit throughout his banking career.
EXPERT ID: 819
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Location: US
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Short Biography:
EW #819 concentrates on banking issues related to credit and lending disputes. Hespent over 30 years on the credit side of banking having been an account officer, branch manager, credit examination head, and senior vice president domestic / international credit administration. He has been variously engaged as an expert witness to testify in cases representing a bank's position as well as that of a plaintiff against a bank.
Areas of Expertise Banking: Underwriting Standards International Banking-Credit Related Issues Credit Management Lending Related Issues Credit Administration Credit Policy Credit Examination
EW #819Associates specializes in providing: 1. credit related services to financial institutions 2. expert testimony in circumstances where credit related issues are in dispute
Professional Experience Hisbanking experience spans a 30+ year period at the following banks: 1. The Bank of California 2. Wells Fargo Bank 3. Union Bank of California (entity formed by the merger of The Bank of California and Union Bank in 1996)
Hespecialized in both domestic and international credit throughout his banking career. Upon retirement from from his position of Senior Vice President and Senior International Credit Administrator, he started his own consulting firm. He has traveled extensively on banking related issues throughout the world. Prior banking positions include both domestic and international lending, division head of branch retail credit administration at Wells Fargo Bank, Senior Vice President-Corporate Credit Administration, Senior Vice President in charge of Credit Examination Division, Director of Training, Head of Central Credit Department, Branch Manager, Assistant Branch Manager and Lending Officer.
EW #819 has expert witness experience. He has participated in cases alledging improper actions by lending institutions. He has been retained by both financial institution and aggrieved customer in different cases. Both international and domestic credit expertise have been called upon in various circumstances.
Military Active duty in the U. S. Navy-Lieutenant-USS DeHaven (DD 727)
Education Stanford Graduate School of Business Administration-MBA Dartmouth College-BA Phillips Exeter Academy
Professional Affiliations Past President San Francisco Chapter of Robert Morris Associates The Enterprise Network(TEN)-Advisory Board Program for Silicon Valley entrepreneurs
