In 2001 I retired as president and CEO of First Security Bank of New Mexico upon completion of the bank's acquisition by Wells Fargo. Subequently I worked for three years at First National Bank of Santa Fe as Senior Managing Director and a member of the bank's board of directors focusing my efforts on assisting the bank build up its high net worth client business base in Albuquerque. Before moving to New Mexico, I had extensive loan work out and credit administration experience at First National Bank of Midland, Texas and at Liberty National Bank of Oklahoma City. For the last many years I have been a frequent presenter at banking schools and conferences in the subject areas of credit administration, commercial lending and commercial loan workouts. My banking career began as a commercial lender at The Bank of New York.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: B.S. Degree, Boston College
M.B.A Degree, Columbia University
Graduate, Stonier Graduate School of Banking of the American Bankers Association
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Former faculty member and thesis examiner, Stonier Graduate School of Banking of the American Bankers Association--credit administration, commercial credit underwriting, commercial and real estate loan workouts.
Former faculty member and trustee, National Commercial Lending Schools of the American Bankers Association.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No.
Q: On how many occasions have you been retained as an expert?
A: Approximately six.
Q: For what area(s) of expertise have you been retained as an expert?
A: Lender liability, abusive debt collection practices, commercial lending practices.
Q: In what percentage of your cases were you retained by the plaintiff?
A: Approximately one third.
Q: In what percentage of your cases were you retained by the defendant?
A: Approximately two thirds.
Q: On how many occasions have you had your deposition taken?
A: Numerous--dozens of times.
Q: When was the last time you had your deposition taken?
A: Approximately two years ago.
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: Two.
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: None.
Q: For how many years have you worked with the legal industry as an expert?
A: Approximately ten.
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting, advice, expert testimony.
Q: What is your hourly rate to consult with an attorney?
A: $195 plus NM Gross Receipts Tax
Q: What is your hourly rate to review documents?
A: $165 plus NM Gross Receipts Tax
Q: What is your hourly rate to provide deposition testimony?
A: $250 plus NM Gross Receipts Tax (if applicable).
Q: What is your hourly rate to provide testimony at trial?
A: $250 plus NM Gross Receipts Tax if applicable.
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: All out of pocket expenses; elapsed travel time portal to portal at one half the document review rate ($150).
