Expert Witness and Consultant Resume

banking expert witness, Lee Tabas

 

CONSULTANT / EXPERT WITNESS /TRUSTEE

Ability to help through experience in banking and investing: loans, deposits, administration, collection, leadership, liability, conflicts of interest and documentation. Experience as a Trustee for Trusts and Foundations.  Track record of helping entrepreneurs with growth.  Strong capabilities testifying in court on legal matters.

SKILL SUMMARY

Background in community banking and entrepreneurship.  Outstanding ability to communicate and explain procedures and concepts in understandable terms.  Engineering education. Entrepreneur skilled in training staff in exceptional client service and relationship management.  High energy professional known for intelligence, action, and integrity.  Trusted adviser to bankers and business owners.

MOST IMPRESSIVE ACCOMPLISHMENT

Steering Royal Bank of Pennsylvania through the choppy waters of the 1990 Recession. At one time, almost 10% of the assets of the bank were non-performing.  The bank made a steady recovery and in 1999 earned more than $12 million.

CAREER HISTORY

Current – Principal of TABASFUNDING, Consultant, Trustee 

TABASFUNDING                                                                                     2000 – Present

President and CEO

Successfully provide venture capital and business funding for entrepreneurs to acquire or expand businesses. Please see website www.TABASFUNDING..com for further information.

Trustee– currently serves as Trustee for 8 Trusts and Foundations.  Administer all aspects of 5 Trusts and a Foundation through my office.

Consultant- Provide banking consultation; business consultation, expert witness consultation.

Philadelphia University                                                                      1998 – 2013

Executive in Residence and Adjunct Professor of Banking and Finance

Facilitated MBA Seminar, “Leadership Lessons”, taught courses: “Commercial Banking,” “Entrepreneurship”, “Strategic Marketing”. Received the Bertrand Hayward Award for having “profound influence on the success of young alumni” in 2007.

 

Royal Bank of Pennsylvania                                                              1980 – 1999

President

President of Royal Bank of Pennsylvania and its’ National NASDAQ Market Holding Company, Royal Bancshares of Pennsylvania.  Served as the Chief Credit Officer of the Bank.  Primarily responsible for the bank’s annual plans, motivating and directing the banks approximately 130 employees to reach goals established.

Riverfront Restaurant and Dinner Theatre                                1975-1980

Executive Vice President and Principal

Partner in this successful hospitality facility. Supervision of staff, quality of the food, and service, Monitored levels of customer satisfaction and resolved problems as needed.

Lincoln National Bank                                                                        1972-1979

Staff Positions, Assistant Manager, Manager, VP    

Started as a trainee and finished last position as Vice President

AFILLIATIONS AND HONORS     

 

REFERENCES

Frederick C Peters, II, Former CEO of Bryn Mawr Trust, currently Principal of Blue Stone Capital Management, 610 337 6500, tpeters@bluestonecm.com

Allen L. Rothenberg, Esq., 215 732 7000, allen@injurylawyer.com

Gregory S. Barsh, Esq., Executive Coach, Speaker and Consultant, 610-745-4734, gregorybarsh@gmail.com

Pamela Delissio, State Representative 194th District, 215 482 8726, pdelissio@pahouse.net

EDUCATION

1980 MA  (Graduate) Banking Rutgers University/Am Bkrs Assn.
1974 Level 1 Fluency German Goethe Institute, Munich
1972 BA German (Member German Honor Society) University of Pennsylvania
1971 BS Mechanical Engineering University of Pennsylvania

HOW I UNWIND

Fresh and Saltwater Fly Fishing, Biking, Hiking, Classic Automobiles, Family Oriented Activities.