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I have over 20 years experience in finance, accounting and auditing, consulting, teaching, and research. My primary area of expertise is in financial modeling and econometric analysis. I've been engaged in such matters by firms in the manufacturing, wholesale and distribution, technology and e-commerce, healthcare/pharmaceutical, real estate, and financial services industries, as well as by financial institution regulatory agencies. My financial models and econometric analyses have been used in a wide variety of contexts including:
● Development of private debt and equity placement memoranda
● Merger and acquisition analysis and structuring
● Asset valuation and price negotiation in debt and
● Investment portfolio design and management
● Strategic planning, product pricing, and supply chain strategy
● Management control systems and performance measurement
● Commercial damages litigation consulting
I've taught at Michigan State University, University of Illinois at Chicago, Purdue University, Indiana University, and most recently at Steinbeis University's Stuttgart Institute of Management including a wide range of courses including financial accounting and analysis, managerial accounting and decision-making, auditing and corporate governance, asset pricing theory and business valuation.
I was graduated from Indiana University with a B.S. in Business (Accounting concentration), and from Michigan State University with a Ph.D. in Business Administration (Accounting and Econometrics concentrations). I was licensed as a Certified Public Accountant in Indiana (USA).
Independent / boutique research firm analyst.
Foreign stocks, Forex
Equilibrio Capital | Brasil
McLelland | Accounting and econometrics
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