• Artificial Intelligence
• Banking
• Cybersecurity
• Finance
• Fraud Investigation
• Information Technology
• International Banking
• Patents
• Payments
• Risk Management

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: MIT Sloan Executive Education Certificate, Artificial Intelligence and Its Implications for Business Strategy. Blockchain Tracing Certified Examiner / Cryptocurrency Tracing Certified Examiner (CTCE), Mastercard, issued January 2022. NOLS Wilderness First Responder Certificate. NOLS Outdoor Leadership graduate. Named inventor on U.S. patent publication/application titled “Anonymously Linking Cardholder Information with Cell Phone Subscriber Information.”

Q: Please list your affiliations or memberships in any professional and/or industry organizations:

A: SCORE Western Connecticut, Chapter Chair and Mentor. SCORE AI Community of Practice. Vision Practical LLC, Founder and CEO.

Q: Please list any teaching or speaking experience you have had, including subject matter:

A: Expert contributor to the University of Oxford Saïd Business School, Oxford Cyber Security for Business Leaders Programme, speaking on cybersecurity and business leadership. Guest lecturer at Sacred Heart University in Connecticut on leadership and fintech. Guest lecturer at Monash University and RMIT University in Melbourne on e-commerce. Frequent speaker and educator on artificial intelligence, cybersecurity, payments, fraud prevention, small business strategy, and financial resilience, including presentations and webinars for SCORE mentors and small business owners. Experienced in explaining complex payments, technology, risk management, cybersecurity, data-driven insights, and financial services topics to legal, executive, academic, small business, and non-technical audiences.

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: 8 expert witness / litigation consulting matters.

Q: For what area(s) of expertise have you been retained as an expert?

A: Payment processing, card networks, digital wallets, mobile payments, merchant services, payment industry practices, fintech commercial disputes, payment-related patent litigation, fraud prevention, risk management, payment service provider issues, cross-border payments, financial services industry practices, and data privacy / data commercialization issues.

Q: In what percentage of your cases were you retained by the plaintiff?

A: 62.5% (note Court-appointed / jointly appointed = 12.5%)

Q: In what percentage of your cases were you retained by the defendant?

A: 25% (note Court-appointed / jointly appointed = 12.5%)

Q: On how many occasions have you had your deposition taken?

A: 2

Q: When was the last time you had your deposition taken?

A: May, 2026

Q: On how many occasions have you been qualified by a court to give expert testimony?

A: 4

Q: On how many occasions have you testified as an expert in court or before an arbitrator?

A: 1

Q: For how many years have you worked with the legal industry as an expert?

A: 3 years.

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: Expert witness and litigation consulting services, including attorney consultation, document review and analysis, expert reports, rebuttal analysis, review of opposing expert reports, deposition preparation, deposition testimony, court testimony, and industry practice analysis. Subject matter services include payment ecosystem analysis, payment processing, card networks, RTP/ACH networks, merchant services, digital wallets, fintech, banking, cross-border payments, fraud prevention, AML, cybersecurity, data analytics, AI-enabled financial services, and risk management.

Q: What is your hourly rate to consult with an attorney?

A: US$650 / hour

Q: What is your hourly rate to review documents?

A: US$650 / hour

Q: What is your hourly rate to provide deposition testimony?

A: US$800 / hour

Q: What is your hourly rate to provide testimony at trial?

A: US$900 / hour

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)

A: Reasonable out-of-pocket expenses, including travel, lodging, meals, copying, transcript fees, courier/shipping, and other case-related expenses, reimbursed at cost. Travel time is billed at 50% of the applicable hourly rate unless otherwise agreed. Deposition testimony is subject to a 4-hour minimum. Trial testimony is subject to a full-day minimum. Engagement is subject to a written agreement and conflict check.

Available Upon Request