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Finance Expert Witnesses

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This expert has over 35 years of experience in the mortgage industry and is certified by the National Mortgage Licensing System. She was formerly the president of the New Mexico Mortgage Lender' Association and board member of California Mortgage Bankers. Overt the course of her lengthy career, she has served as a branch manager at Countrywide Home Loans, Superior Lending, LLC, HomeTrust, PrimeLending, and Gateway Mortgage Grop, LLC. She also previously held the role of ...

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This expert has over 12 years of experience in call center technology. She earned her BA in psychology from San Jose State University, followed by her MA in psychology and anthropology from ITP University. Over the course of her career, she has consulted for large companies such as Johnson and Johnson, Sirius XM, Apple Computers, and Charles Schwab, specializing in virtual contact center solutions and Genesys call center technology. Her most recent role was as a virtual ...

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This expert is highly-qualified in the field of juvenile product design. He earned his BS in mechanical engineering technology and his MS in leadership and project management from Northwestern University. He has formerly served as a mechanical engineer for Design Continuum, U.S. Genomics, and Keurig Inc. He also served as a senior mechanical design engineer for PerinElmer Illustrations and the engineering manager for Ninja Kitchen at Euro-Pro Operating. Currently, this ...

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This highly qualified expert has over 30 years of experience in outpatient clinic administration. She obtained her BS in business administration and psychology from Lincoln University. Later, she completed a master's in education, focused on counseling psychology and interdisciplinary gerontology, at the University of Missouri-Columbia. This expert is a licensed professional counselor in Idaho and Missouri. Formerly, she was the assistant program director and director of ...

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This expert has over 20 years of experience as a cosmetology educator. She earned her cosmetology license from Stewart's School of Beauty and is a member of various professional organizations. She serves as the state captain representing Nebraska for the Professional Beauty Association and is on the advisory council for Nebraska Post-Secondary Career Schools. She has spent the majority of her career at a cosmetology school in Nebraska, where she has taught students and ...

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This highly qualified expert earned his BS in finance from the State University of New York College of Oswego and his MBA in finance from New York University Stern School of Business. Formerly, he served as a senior strategist of investment and global private banking and vice president of institutional research at Merril Lynch. He also served as president at SJM Advisors. Currently, he is the chief compliance officer at an institutional fiduciary services and resident ...

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This expert earned her BS in public relations from Illinois State University, and her MEd in human resources development from the University of Illinois Urbana-Champaign. She holds certification as a senior professional in human resources from the Human Resources Certification Institute, and earned the senior certified professional certification from the Society of Human Resources Management. She began her human resources career as a senior training specialist with ...

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This highly qualified mathematician has over 30 years of professional experience in academia and hiring university professors. He earned his BS in engineering and his PhD in mathematics from Columbia University. He has published hundreds of journal articles, 8 books, and has 5 patents in his field. Formerly, this expert has served as an assistant and associate professor of mathematics at Massachusetts Institute of Technology, as a professor of mathematics at Harvard ...

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This expert has nearly 30 years of experience in employee benefits consulting, recordkeeping and administration, with a particular emphasis on retirement plans. He earned his BA at the University of New Hampshire before serving as a senior consultant in the HRA division of Coopers and Lybrand Consulting. He then spent nearly 10 years as the vice president of retirement sales at Federated Investors, Inc. A certified employee benefit specialist, he currently serves as the ...

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This grocery store operations expert has nearly 15 years of experience. Formerly, this expert served as a store director for Winn-Dixie. He then went on to hold several roles at Kroger, including as co-manager and unit manager. He briefly worked as a wine salesman with Artisan Vines Distributing before serving as an assistant store manager with The Fresh Market. He was promoted to store manager and eventually went on to manage Earth Fare. Currently, this expert is a ...

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The Education Gap in Financial Services

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One of the trickiest issues in wealth management today is in the area of product education.  In most wealth management firms, there are two very distinct but interdependent divisions that are responsible for this education. The capital markets area that…
Hedge Fund Expert Witnesses

Hedge Fund Expert Witnesses

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Co-authored by Peter Radetich Hedge funds are, “aggressively managed portfolio[s] of investments that [use] advanced investment strategies…with the goal of generating high returns.”[1] The funds, which are not subject to the same regulatory constraints of other financial items, still have…

Finance Expert Witness Case Studies

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