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BANKING & FINANCIAL INSTITUTION LITIGATION Our unique skills and industry-specific experience enable us to provide sound advice and informed, well-supported expert opinions. Seasoned insight in navigating an operationally complex and highly regulated industry READ MORE COMMERCIAL DAMAGES Our professionals provide well-supported analyses, reports, and insight at all stages of business disputes. Sound advice, reliable analysis, and cogent testimony READ MORE FINANCIAL FORENSICS AND INVESTIGATION Timely, objective, and fact-based analysis We regularly work closely with counsel and other stakeholders to plan and execute financial investigations related to known or suspected problems. READ MORE INTELLECTUAL PROPERTY SERVICES Intellectually rigorous analysis. Credibly communicated opinions. Over the past 20 years, our team members have played important roles in some of the largest and most significant intellectual property cases in the United States. READ MORE BANKING & FINANCIAL INSTITUTION LITIGATION COMMERCIAL DAMAGES FINANCIAL FORENSICS & INVESTIGATION INTELLECTUAL PROPERTY DAMAGES & VALUATION HOME ABOUT * About Us * Big Case Experience LEADERSHIP * W. Barefoot Bankhead * Barry L. Bell * Lance E. Gunderson * Mark Rambin * Armando C.L. Chavez * Scott W. Cragun * Ashley R. Gonzalez * Grant Juengling SERVICES * Banking and Financial Institution Litigation * Commercial Damages * Financial Forensics and Investigation * Intellectual Property Services NEWS * Latest News CONTACT × search WHEN CREDIBILITY COUNTS Echelon Analytics is a nationally recognized firm comprised of proven leaders in the areas of economic and financial analysis, financial forensics and investigation, and expert witness services. We assist clients involved in commercial disputes and high-stakes litigation, as well as those needing help assessing value and risk in the context of pre-litigation, mergers and acquisitions, joint ventures, licensing, and sales. Clients trust us with their most important matters because our expertise allows them to move forward with confidence that the opinions we provide are well supported by comprehensive research and insightful analysis. They also appreciate our ability to deliver complex information in an organized and understandable manner for their teams, as well as the numerous audiences who will use that information to make important decisions (e.g., juries, investors, government agencies). BIG CASE EXPERIENCE AND RESULTS The largest litigation matters require the best resources for success. In large, complex disputes, knowing that your retained experts have the experience and credibility that stand up to the intense scrutiny of high-stakes litigation is non-negotiable. The experienced team at Echelon has a proven record of providing accurate and credible expert witness services in the largest lawsuits. >> See our big case experience here. SERVICE LEADERS Scroll over the thumbnails for more info or go here to see the complete leadership team. CV SEE FULL BIO > LEADER Commercial Damages Practice EDUCATION * M.B.A. with Honors Edwin L. Cox School of Business, Southern Methodist University * B.S., Business Administration (Finance), Magna Cum Laude Tennessee Technological University BARRY L. BELL For more than 27 years, Barry Bell has focused primarily on the analysis and quantification of damages in commercial litigation matters. He is experienced in analyzing complex matters; identifying relevant issues, information and approaches; and cogently communicating, via expert reports and testimony, the resulting opinions to interested parties. Mr. Bell has provided expert testimony in matters before state and federal courts as well as in arbitration. He has provided expert opinions in matters involving allegations of breach of contract; breach of fiduciary duty; fraud; trade secret misappropriation and copyright, patent and trademark infringement, among others. Mr. Bell has also led engagements in analyzing damages related to business interruption, dealer termination, product liability, fraudulent conveyances, and professional liability, among others. He has analyzed and/or presented claims for restitution and for damages under reliance, expectancy (lost profits), reasonable royalty, unjust enrichment, and statutory damages constructs. CV SEE FULL BIO > LEADER Intellectual Property Services EDUCATION * M.B.A. Texas A&M University * B.S., Business Management (Finance), Brigham Young University LANCE E. GUNDERSON Lance Gunderson has over 27 years of experience in financial and litigation consulting. His area of expertise is intellectual property damages analysis and calculations including lost profit calculations, reasonable royalty determinations, and other intellectual property quantitative analysis such as valuations. Mr. Gunderson has provided financial analysis and valuation assessments on patent, trademark, trade secret, and copyright issues. Mr. Gunderson has testified numerous times in patent infringement disputes, trademark disputes, copyright disputes and false advertising disputes in both state and federal court. He has assisted in license negotiations and has been involved in technology transfer from Texas A&M University to the private sector. Mr. Gunderson also has testified on damages in breach of contract disputes. During his career, Mr. Gunderson has had significant involvement with company and law firm personnel in the identification of relevant markets, financial and economic information, and the development of damages scenarios. His industry experience includes the automotive, airline, chemical, computer, consumer products, electronics, healthcare, retail, software, semiconductor, and telecommunications sectors. Mr. Gunderson is a certified valuation analyst and a member of the National Association of Certified Valuation Analysts. Mr. Gunderson is also a member of the Licensing Executives Society, an organization of more than 5,000 members including corporate executives and professionals involved in the licensing and valuation of patents, trademarks and other intellectual property. CV SEE FULL BIO > LEADER Banking and Financial Institution Litigation EDUCATION * B.B.A. (Accounting), University of Texas, Austin, Texas W. BAREFOOT BANKHEAD W. Barefoot Bankhead has been a Texas licensed CPA for 40 years. He has served in the banking industry for more than 35 years as an auditor, regulator, senior executive, board member, and consultant. From November 2007 until retirement in June 2017, Mr. Bankhead was a partner in Deloitte Financial Advisory Services LLP (“Deloitte FAS”) and served as the National Banking & Securities Industry Leader for Deloitte FAS from 2008 to 2010. He also served as the fraud audit specialist for some of Deloitte and Touche’s largest financial industry audit clients. Mr. Bankhead has assisted clients involved in investigations or litigation with the Securities and Exchange Commission (“SEC”), Federal Reserve Board, Office of the Comptroller of the Currency, Federal Deposit Insurance Corporation (“FDIC”), Federal Trade Commission, Department of Labor, Consumer Financial Protection Bureau, National Credit Union Association, Farm Credit System and multiple state banking agencies and attorneys general. Additionally, Mr. Bankhead has been retained on multiple occasions by the SEC and FDIC to serve as an expert in litigation matters. SEE FULL BIO > CV LEADER Financial Forensics and Investigation EDUCATION * B.B.A., Business Administration (Accounting), The University of Texas at Austin MARK RAMBIN Mark Rambin has been a licensed CPA for over 30 years and has focused his practice on financial investigation and forensic accounting since early in his career. He provides his clients with objective analysis that helps them to make better business decisions concerning disputes, litigation, allegations of illegal acts, fraud, irregularities, or other significant business problems. Mr. Rambin has substantial experience in leading financial investigations that have resulted in accounting restatements, director and officer claims, criminal charges and convictions, financial restitution or other settlements, and professional liability claims, particularly against outside auditors. He also regularly provides expert testimony concerning his opinions and analysis of financial questions and damages issues related to complex commercial litigation. BARRY L. BELL LANCE E. GUNDERSON W. BAREFOOT BANKHEAD MARK RAMBIN OFFICE LOCATIONS Email info@ea-us.com or contact one of our offices directly: DALLAS 1717 Main Street, Suite 3380 Dallas, Texas 75201 214.965.8530 HOUSTON 17302 House Hahl Road, 3rd Floor Cypress, TX 77433 281.773.2019 SALT LAKE CITY 2825 E. Cottonwood Parkway, Suite 500 Salt Lake City, UT 84121 801.990.3292 CONTACT US ECHELON ANALYTICS Echelon Analytics is a nationally recognized firm comprised of proven leaders in the areas of economic and financial analysis, financial forensics and investigation, and expert witness services. Echelon Analytics is not a CPA firm. Copyright 2020 Echelon Analytics. CONTACT US LATEST NEWS 2020 Echelon Analytics is proud to announce that Max Brozynski, Ph.D. has joined the firm’s Dallas office as a senior consultant. Dr. Brozynski is expected to play an important role in the firm’s intellectual property and commercial litigation practices. 12 OCT HOME ABOUT * About Us * Big Case Experience LEADERSHIP * W. Barefoot Bankhead * Barry L. Bell * Lance E. Gunderson * Mark Rambin * Armando C.L. Chavez * Scott W. Cragun * Ashley R. Gonzalez * Grant Juengling SERVICES * Banking and Financial Institution Litigation * Commercial Damages * Financial Forensics and Investigation * Intellectual Property Services NEWS * Latest News CONTACT BANKING & FINANCIAL INSTITUTION LITIGATION Our professionals have unique skills that enable us to provide sound advice, as well as informed and strongly supported expert opinions. >> READ MORE COMMERCIAL DAMAGES Our professionals provide well-supported analyses, reports, and opinions at all stages of business disputes. >> READ MORE FINANCIAL FORENSICS & INVESTIGATION Our professionals regularly work closely with counsel and other stakeholders to plan and execute financial investigations related to known or suspected problems. >> READ MORE INTELLECTUAL PROPERTY DAMAGES & VALUATION Over the past 20 years, our team members have played important roles in some of the largest and most significant intellectual property cases in the United States. >> READ MORE SERVICE LEADERS Click on the arrows for more info or go here to see the complete leadership team. CV BARRY L. BELL Barry Bell is a seasoned expert with deep experience in analyzing and quantifying damages in commercial litigation matters. For more than 27 years, he has demonstrated his expertise in analyzing complex matters; identifying relevant issues, information and approaches; and cogently communicating, via expert reports and testimony, the resulting opinions to interested parties. He frequently provides expert testimony in matters before state and federal courts. LEADER Commercial Damages Practice EDUCATION * M.B.A. with Honors, Edwin L. Cox School of Business, Southern Methodist University * B.S., Business Administration (Finance), Magna Cum Laude, Tennessee Technological University * See full bio > * CV LANCE E. GUNDERSON Lance Gunderson has more than 22 years of experience in financial and litigation consulting. His area of expertise is intellectual property damages analysis and calculations including lost profit calculations, reasonable royalty determinations, and other intellectual property quantitative analysis such as valuations. Mr. Gunderson has provided financial analysis and valuation assessments on patent, trademark, trade secret, and copyright issues. Mr. Gunderson has testified numerous times in patent infringement disputes, trademark disputes, copyright disputes and false advertising disputes in both state and federal court. LEADER Intellectual Property Services EDUCATION * M.B.A. Texas A&M University * B.S., Business Management (Finance), Brigham Young University * See full bio > CV W. BAREFOOT BANKHEAD W. Barefoot Bankhead has been a Texas licensed CPA for 40 years. He has served in the banking industry for more than 35 years as an auditor, regulator, senior executive, board member, and consultant. From November 2007 until retirement in June 2017, Mr. Bankhead was a partner in Deloitte Financial Advisory Services LLP (“Deloitte FAS”) and served as the National Banking & Securities Industry Leader for Deloitte FAS from 2008 to 2010. He also served as the fraud audit specialist for some of Deloitte and Touche’s largest financial industry audit clients. Mr. Bankhead has assisted clients involved in investigations or litigation with the Securities and Exchange Commission (“SEC”), Federal Reserve Board, Office of the Comptroller of the Currency, Federal Deposit Insurance Corporation (“FDIC”), Federal Trade Commission, Department of Labor, Consumer Financial Protection Bureau, National Credit Union Association, Farm Credit System and multiple state banking agencies and attorneys general. Additionally, Mr. Bankhead has been retained on multiple occasions by the SEC and FDIC to serve as an expert in litigation matters. LEADER Banking and Financial Institution Litigation EDUCATION * B.B.A. (Accounting), University of Texas, Austin, Texas * See full bio > CV MARK RAMBIN Mark Rambin has been a licensed CPA for over 30 years and has focused his practice on financial investigation and forensic accounting since early in his career. Mr. Rambin has substantial experience in leading financial investigations that have resulted in accounting restatements, director and officer claims, criminal charges and convictions, financial restitution or other settlements, and professional liability claims, particularly against outside auditors. He also regularly provides expert testimony concerning his opinions and analysis of financial questions and damages issues related to complex commercial litigation. LEADER Financial Forensics and Investigation EDUCATION B.B.A., Business Administration (Accounting), The University of Texas at Austin SEE FULL BIO > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * SERVICE LEADERS Scroll down to view our service leaders or go here to see the complete leadership team. CV BARRY L. BELL Barry Bell is a seasoned expert with deep experience in analyzing and quantifying damages in commercial litigation matters. For more than 27 years, he has demonstrated his expertise in analyzing complex matters; identifying relevant issues, information and approaches; and cogently communicating, via expert reports and testimony, the resulting opinions to interested parties. He frequently provides expert testimony in matters before state and federal courts. LEADER Commercial Damages Practice EDUCATION * M.B.A. with Honors, Edwin L. Cox School of Business, Southern Methodist University * B.S., Business Administration (Finance), Magna Cum Laude, Tennessee Technological University * See full bio > CV LANCE E. GUNDERSON Lance Gunderson has more than 22 years of experience in financial and litigation consulting. His area of expertise is intellectual property damages analysis and calculations including lost profit calculations, reasonable royalty determinations, and other intellectual property quantitative analysis such as valuations. Mr. Gunderson has provided financial analysis and valuation assessments on patent, trademark, trade secret, and copyright issues. Mr. Gunderson has testified numerous times in patent infringement disputes, trademark disputes, copyright disputes and false advertising disputes in both state and federal court. LEADER Intellectual Property Services EDUCATION M.B.A. Texas A&M University B.S., Business Management (Finance), Brigham Young University SEE FULL BIO > CV JOE HARGETT W. Barefoot Bankhead has been a Texas licensed CPA for 40 years. He has served in the banking industry for more than 35 years as an auditor, regulator, senior executive, board member, and consultant. From November 2007 until retirement in June 2017, Mr. Bankhead was a partner in Deloitte Financial Advisory Services LLP (“Deloitte FAS”) and served as the National Banking & Securities Industry Leader for Deloitte FAS from 2008 to 2010. He also served as the fraud audit specialist for some of Deloitte and Touche’s largest financial industry audit clients. Mr. Bankhead has assisted clients involved in investigations or litigation with the Securities and Exchange Commission (“SEC”), Federal Reserve Board, Office of the Comptroller of the Currency, Federal Deposit Insurance Corporation (“FDIC”), Federal Trade Commission, Department of Labor, Consumer Financial Protection Bureau, National Credit Union Association, Farm Credit System and multiple state banking agencies and attorneys general. Additionally, Mr. Bankhead has been retained on multiple occasions by the SEC and FDIC to serve as an expert in litigation matters. LEADER Banking and Financial Institution Litigation EDUCATION B.B.A. (Accounting), University of Texas, Austin, Texas SEE FULL BIO > CV MARK RAMBIN Mark Rambin has been a licensed CPA for over 30 years and has focused his practice on financial investigation and forensic accounting since early in his career. Mr. Rambin has substantial experience in leading financial investigations that have resulted in accounting restatements, director and officer claims, criminal charges and convictions, financial restitution or other settlements, and professional liability claims, particularly against outside auditors. He also regularly provides expert testimony concerning his opinions and analysis of financial questions and damages issues related to complex commercial litigation. LEADER Financial Forensics and Investigation EDUCATION B.B.A., Business Administration (Accounting), The University of Texas at Austin SEE FULL BIO > * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * X