Financial Litigation Consultant
Current- Financial Litigation ConsultantExpert Witness Support
- Valuation
- Forensic Investigation
- Legal DraftingFinancial Markets
- Economic Analysis
- Securities Financing
Jul 2015 - Present
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Eric Welles Email & Phone Number
Financial Litigation Consultant
at
PF2 Securities
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Litigation Consultant
Location
Stratford, Connecticut, United States
Company size
Who is Eric Welles? Overview
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Quick answer
Eric Welles is listed as Financial Litigation Consultant at PF2 Securities, a company with 11 employees, based in Stratford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Eric Welles.
Eric Welles previously worked as Director at Merrill Lynch and Senior Vice President at Daiwa Securities America. Eric Welles holds Mba, Finance And International Business from University Of Chicago.
Company email context
Email format at PF2 Securities
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PF2 Securities
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Profile bio
About Eric Welles
Eric Welles is a litigation consultant specializing in economics, finance, and valuation. Eric has over 30-years’ experience in the investment banking industry, including 20 years as a debt financing trader on Wall Street, most recently with Merrill Lynch. He earned an MBA with distinction from the University of Chicago with concentrations in Finance and International Business. Law firms have retained Eric over the past decade as both a subject matter expert and as a litigation and arbitration consultant. Eric provides vital technical expertise, expert witness coaching, and support to legal teams and Counsel. He has worked on cases based in Hong Kong, the United States, London, the Cayman Islands and Guernsey.Eric can assist with litigation at all stages of proceedings.Prior to trial – preparation of expert reports: • Eric serves as a bridge between the legal team and the expert, assisting in the breakdown, explanation, and simplification of complex financial issues. He is particularly valued for his ability to translate technical matters into a narrative which is readily understandable by a layperson.• Eric has extensive experience drafting and editing expert reports, and in providing an independent arm’s-length critique of the scope and nature of the expert evidence, thereby strengthening the overall merits of the case.Leading up to trial – preparing the expert to give evidence:• Eric can unlock the true potential of the expert witness process and give lawyers an edge in the supremely important expert witness testimony by testing the veracity and effectiveness of the expert’s opinion, and by pre-empting potential critiques from the opposing side. • Eric has personal experience as an expert witness, having testified in cases in Guernsey and in the U.S. He has a multi-jurisdictional understanding of the cross-examination process and what courts want out of an expert.
Current workplace
Eric Welles's current company
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Pf2 Securities
5 roles
Eric Welles work experience
A career timeline built from the work history available for this profile.
Director
- Director, Senior Trader, U.S. Short Rates TradingManaged a four-member team in the Repo Financing Department responsible for arranging all U.S. related funding requirements for the bank’s debt security holdings, which.
- Generated annual trading revenue of between $137 and $180 million in each of the years from 2011-2015.
- Profitably navigated the Global Financial Crisis of 2007-2009 and avoided large losses, despite several client insolvencies, through active and focused risk management.
- Managed the bank’s U.S. liquidity risk by negotiating long term funding commitments. Structured the funding to meet Weighted Average Maturity targets set by the Federal Reserve Bank.
- Partnered with colleagues from Market Risk, Credit Risk, Legal, Treasury, Operations, Compliance, Accounting, Technology, and other support centers in optimizing the Financing business within the constraints of all.
- Worked closely with partners in other profit centers to maximize cross-market revenue opportunities.
May 2007 - Mar 2015
Senior Vice President
Daiwa Securities America
- Senior Vice President, Manager, Finance DepartmentHired, trained, and managed a five-member team responsible for all U.S. Repo Financing.
- Actively traded financing books in U.S. Treasury, Mortgage-Backed, and Agency Securities, generating more than $58 million in profits.
Jun 2000 - May 2007
Vice President
Abn Amro Securities
- Vice President, Debt Capital Markets GroupCreated and traded a highly profitable Repo Financing book in Mortgage-Backed and Agency Securities. Value of financed securities reached $14 billion in 2000.
- Assisted in the formation of the Debt Capital Markets Group Finance Department, including trading system selection and implementation, counterparty legal documentation, and credit reviews.
Oct 1996 - Jun 2000
Vice President
The Chicago Corporation
Vice President, Debt Capital Markets Group AdministrationDepartmental COO. Managed the five-member Fixed Income Operations Group and six departmental support personnel. Responsible for budgeting, planning, and management information reporting.
Jun 1986 - Oct 1996
Team & coworkers
Colleagues at PF2 Securities
Other employees you can reach at pf2se.com. View company contacts for 11 employees →
RB
Ron Bewley
Colleague at Pf2 Securities
Greater Sydney Area, Australia
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JH
Joseph Heller, Cfa
Colleague at Pf2 Securities
New York City Metropolitan Area, United States
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RB
Ross Beaney
Colleague at Pf2 Securities
Greater Sydney Area, Australia
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MF
Mark Froeba
Colleague at Pf2 Securities
New York, New York, United States, United States
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Ron Bewley
Colleague at Pf2 Securities
Greater Sydney Area, Australia
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JH
Joseph Heller, Cfa
Colleague at Pf2 Securities
New York City Metropolitan Area, United States
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RB
Ross Beaney
Colleague at Pf2 Securities
Greater Sydney Area, Australia
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MF
Mark Froeba
Colleague at Pf2 Securities
New York, New York, United States, United States
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3 education records
Eric Welles education
Mba, Finance And International Business
Bachelor Of Arts (Ba), Psychology
Education record
FAQ
Frequently asked questions about Eric Welles
Quick answers generated from the profile data available on this page.
What company does Eric Welles work for?
Eric Welles works for PF2 Securities.
What is Eric Welles's role at PF2 Securities?
Eric Welles is listed as Financial Litigation Consultant at PF2 Securities.
Where is Eric Welles based?
Eric Welles is based in Stratford, Connecticut, United States while working with PF2 Securities.
What companies has Eric Welles worked for?
Eric Welles has worked for Pf2 Securities, Merrill Lynch, Daiwa Securities America, Abn Amro Securities, and The Chicago Corporation.
Who are Eric Welles's colleagues at PF2 Securities?
Eric Welles's colleagues at PF2 Securities include Ron Bewley, Joseph Heller, Cfa, Ross Beaney, and Mark Froeba.
How can I contact Eric Welles?
You can use AeroLeads to view verified contact signals for Eric Welles at PF2 Securities, including work email, phone, and LinkedIn data when available.
What schools did Eric Welles attend?
Eric Welles holds Mba, Finance And International Business from University Of Chicago.
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