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Experts Thomas E. Nugent - Area of Expertise:
Investments
Tom has over thirty-seven years of investment-related
experience as well as having served in fifteen expert witness
cases. His background includes management of two regional bank
trust investment departments where he supervised over twenty
portfolio managers, securities analysts and traders. He has also
managed mutual fund and institutional portfolios for a New York
mutual fund company and a West Coast banking institution. He
currently works for a West Coast retirement planning company and
oversees the design of asset allocation portfolios of mutual
funds.
In addition to portfolio management, investment professional
supervision and securities analysis, Mr. Nugent has also written
extensively about economic and investment matters. His articles
have appeared in such publications as the Wall Street Journal,
National Review Online and for the private clients of Kudlow &
Company.
Tom graduated with a Masters of Business Administration from
Rutgers University with majors in finance and economics. He did
his undergraduate work at Seton Hall University acquiring a
Bachelor of Science degree in mathematics.
Joseph C. Walter Jr. - Area of Expertise: Commercial Banking
Mr. Walter has thirty-eight years of experience in the
commercial banking industry. His experience spans a multitude of
banking-related responsibilities including branch management, head
of commercial lending, new business development, and workouts of
problem loans. As a Senior Vice President and Market Manager, he
was responsible for the management of four regional loan centers
where his duties included business development, customer
relationship retention and expansion. He was involved in all
aspects of the loan approval process.
In Mr. Walter's last five years of employment, he was a Senior
Vice President of a Pennsylvania regional bank where he had full
responsibility for a region consisting of five community offices
where he had responsibility for approving commercial loans up to
$1 million, business development and dealing with deteriorating
credit issues.
Mr. Walter graduated with a Bachelor of Science Degree in
Business Administration from Delaware Valley College and an
associate degree in Administrative Accounting from Peirce Junior
College.
Areas of expertise include bank mortgages, lending and risk
management, loan operations, real estate finance, credit and
collections, and related financial services.
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