• Consulted with major international financial firms on over 500 FINRA securities arbitration cases • Subsequent to the global financial crisis, investigated and analyzed accounts that held high yield bond funds facing a $2.2 billion capital loss, helping to determine the actual gains or losses of each individual account for settlement purposes• Provided expert testimony detailing the profit & loss of investor accounts, in one case successfully leading to the denial in its entirety of a claim for $1.5 million in damages• In response to an erratic workflow, overhauled our internal case management procedures by implementing a proactive policy that facilitated regular client communication to effectively forecast demands and alleviate cyclical pressures• Developed relationships with clients, learning their individual preferences and areas of expertise, which allowed us to personalize reports that better served their needs

• Conducted analysis of financial data to provide detailed reports assessing portfolio performance, evolution of asset allocation, and risk potential• Monitored market trends by linking Bloomberg research and constant communication with industry experts to assess future issues and opportunities• Created, organized and analyzed large data sets in excel in order to generate expert reports for litigation• Reviewed financial statements and discovery documents • Administered daily status meeting by coordinating the work of all analysts, ensuring that schedules were maintained and that priority cases received the necessary attention• Functioned effectively in a rapidly-changing, high-pressure environment