Elizabeth Falk


Principal, Falk Financial Analysis
441 Bloom Lane
Novato, CA 94947

Work: (415)472-1655
Cell: (415)786-3540
elizabeth@falkfinancialanalysis.com
Website

Expertise
Profit and Loss, Damage Calculation of damages, Custom Exhibit Design, Cost to Equity calculations, Turnover calculations, Timeline exhibit, Market Adjusted Damages, Concentration By Sector, Account Analysis, Damages Consulting

Bio
BACKGROUND

Independent consultant with over 19 years experience producing statistical analysis reports of securities accounts. Retained by securities attorneys, expert witnesses, individual investors, and brokerage firms representing both Claimants and Respondents. Produced analysis reports in more than 1500 cases since opening Falk Financial Analysis (formerly known as Finance Outsource) in 2000. Testified in more than seventy FINRA (NASD) and AAA hearings as well as in court.

EDUCATION

Bachelor of Arts in Political Science • University of California at Davis – Davis, CA (1996)

AFFILIATIONS

SECURITIES EXPERTS’ ROUNDTABLE - TREASURER, DIRECTOR, AND VOTING MEMBER 1/2009 to Present Current Treasurer and member of the Board of Directors. Current Chair of the Finance Committee. Currently serving on the Membership, Marketing, Nominating, and Website Committees.

UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW – San Francisco, CA 9/2006 to 06/2015 Adjunct Professor Taught calculation of damages and related topics to second and third year law students in the Investor Justice Project class and clinic. Started as a guest lecturer on this subject the spring of 2005.

UNIVERSITY OF SAN FRANCISCO SCHOOL OF LAW – San Francisco, CA 9/2005 to Present Member of the Board of Advisors for the Investor Justice Project Appointed to this position in 2005.

ALBANY LAW SCHOOL – Albany, NY Spring 2011 Guest Lecturer for the Securities Arbitration Clinic