Expertise
Trading Analysis, Damages, Options, Fixed Income, Mortgage-backed Securities, Complex trading, Churning, Mark-ups, Excessive Trading and Commissions, Suitability, Supervision, Stand Still Analysis, Portfolio Performance Analysis, P&L Analysis, Well Managed Account Analysis, Market Adjusted Damages, Hypothetical Scenario Analysis.
(For search purposes, not intended to be a comprehensive list)
Expertise
Trading Analysis, Damages, Options, Fixed Income, Mortgage-backed Securities, Complex trading, Churning, Mark-ups, Excessive Trading and Commissions, Suitability, Supervision, Stand Still Analysis, Portfolio Performance Analysis, P&L Analysis, Well Managed Account Analysis, Market Adjusted Damages, Hypothetical Scenario Analysis.
(For search purposes, not intended to be a comprehensive list)
Experienced securities industry professional with over 30 years of expertise in the securities industry providing
analysis, expert testimony, exhibits and consulting advice for securities-related disputes.
Curriculum Vitae
SER Voting Member