Peter Klouda is a Director at Bates Group, where he uses his experience in accounting and finance to provide detailed forensic analyses of account activity related to securities litigation cases. Before joining Bates Group, Mr. Klouda was a manager and senior associate with LECG and Bates Private Capital Incorporated, a firm providing litigation consulting, financial analysis, market trend research, and expert testimony for securities and other financial-related matters.
Mr. Klouda was a financial advisor with Merrill Lynch where he helped develop strategies designed to meet client’s financial goals, researched suitable stocks, bonds, mutual funds and money managers for client portfolios. He was also a Consumer Loan Assistant with Santa Barbara Bank and Trust. He was responsible for coordinating consumer loan packages between customers and bank branches.
Peter is a consultant and subject matter expert in these Practice Areas and Services:
- Securities and Financial Services Litigation & Consulting
- Regulatory & Internal Investigations
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Data, Analyses & Analytics
- Damage Assessment & Evaluation
Credentials
EXPERIENCE
Bates Group, 2011 - Present; Director, 2013 - Present; Managing Consultant, 2011 - 2013
LECG, 2005 - 2011; Managing Consultant, 2010 - 2011; Senior Consultant, 2005 - 2009
Bates Private Capital Incorporated, 2002 - 2005; Manager, 2004 - 2005; Senior Associate, 2002 - 2004
Merrill Lynch, Financial Advisor, 1999 - 2002
Santa Barbara Bank and Trust, Consumer Loan Assistant, 1998 - 1999
EDUCATION
Master of Business Administration (MBA), Portland State University
Bachelor or Art (BA), Chemistry, Westmont College
PROFESSIONAL QUALIFICATIONS
Securities Exams; FINRA Series 7, 63 (Inactive)