Services:
Forensic examination of Microsoft Office files (Excel, Word, PowerPoint). Financial modeling expert review. Cryptocurrency and digital asset valuation. Lending and loan tape analysis. Version-to-version file comparison for discovery. Expert reports suitable for Federal Rule 26 and state equivalents. Deposition and trial testimony nationwide. Methodology is fully reproducible with no AI dependency — defensible under Daubert and Frye.
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Qualifications:
Ph.D., Finance (Real Estate Finance), University of California, Berkeley.
M.S., Financial Engineering, University of California, Berkeley.
B.S., Chemical Engineering, Georgia Institute of Technology.
Tenured Associate Professor of Finance, Cal Poly San Luis Obispo.
Prior experience at Duff & Phelps (now Kroll) in valuation and financial advisory.
Published in the Journal of Portfolio Management, Journal of Investment Management, Journal of Derivatives, Finance Research Letters, Journal of Asset Management, Economics Letters, and International Tax and Public Finance. Distinguished Teacher of the Year, 2020–2022.
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Experience:
Finance expert retained when a financial model, spreadsheet, or digital document is central to a dispute and counsel needs to know whether the file is what it claims to be. I examine the internal architecture of Microsoft Excel workbooks, Word documents, and PowerPoint files — not just what appears on screen, but how the file was actually built. I identify formula overrides, hidden sheets, pattern breaks, external dependencies, and indicators of AI-assisted or programmatic file generation. I also provide expert analysis on financial modeling methodology, cryptocurrency and digital asset valuation, portfolio risk, lending practices, and real estate finance.
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Fees:
180
Categories:
Banking and Financial Litigation , Due Diligence , Econmic Analysis , Financial Dirivatives , Forensic Document Examiner , BlockChain , Crypto Currencies , Data Analysis
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