Peter J. Klouda

Peter J. Klouda

Director, Operations

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.


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Peter J. Klouda

A Consultant and subject matter expert in these services:

Credentials

EXPERIENCE

Bates Group, Lake Oswego, OR, Director, 2013-Present

Bates Group, Lake Oswego, OR, Managing Consultant, 2011-2013

LECG, Lake Oswego, OR, Managing Consultant, 2010-2011

LECG, Lake Oswego, OR, Senior Consultant, 2005-2009

Bates Private Capital Incorporated, Lake Oswego, OR, Manager, 2004-2005

Bates Private Capital Incorporated, Lake Oswego, OR, Senior Associate, 2002-2004

Merrill Lynch, Santa Barbara, CA, Financial Advisor, 1999-2002

Santa Barbara Bank and Trust, Santa Barbara, CA, Consumer Loan Assistant, 1998-1999

EDUCATION & PROFESSIONAL QUALIFICATIONS

Portland State University, MBA, 2007

Westmont College, BA Chemistry, 1998

SECURITIES INDUSTRY EXPERTISE & LICENSES HELD

Formerly NASD licensed -- Series 7, 63

Automat:ee