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30 years expertise in most facets of investor / broker relations, specialized expertise in derivative instruments - options, commodities, futures, clearance procedures, and margin call policies.
Experienced witness. Series 7, 8 (9-10), 24. OSJ since 1985. Wirehouse, bank, and independent BD experience. Retail brokerage expertise.
Steve Burgess, an expert witness life insurance specialist and annuity expert, has over 18 years of experience in the life insurance and annuity industry. Steve has represented both Plaintiffs and Defendants (agents, insurers and buyers) in cases involving life insurance suitability, misrepresentation, fraud, supervision and other issues. He has held the positions of Sales Manager, Associate Regional Director and Regional Director for a major life insurance company. His brokerage firm processes over 200 life insurance applications each year. He is personally involved in the oversight of product disclosure, life insurance sales practices and underwriting. This extensive background has made him a reputable annuity expert witness and life insurance expert in all issues related to life insurance and annuities.
While in New York I had an extensive background with Merrill Lynch; compliance experience, arbitration experience with knowledge of securities, annuities, arbitration, and much more. My group of expert witnesses, mostly retired Merrill Lynch attorneys and line managers, in addition to myself, offer case preparation and expert testimony in almost all areas of the securities industry. In addition, many of our experts are arbitrators themselves. We also possess annuity and life insurance expertise which is unique to testimony candidates. Analytics can be provided by Secure Financial Services. We will work with either claimant/respondent in case preparation and testimony. Extensive background with Merrill Lynch; compliance experience, arbitration experience with knowledge of securities, annuities, arbitration, and much more.
Expert Witness/Consultant in litigation and arbitration involving securities, life insurance and annuities. 311 arbitrations since 1990 before the NASD, FINRA, AAA, NYSE, JAMS, PSE and 75 mediations. He has qualified and has testified as a Securities Industry Expert Witness before both Federal and State Courts in CA.
Expert witness in cases involving breach of fiduciary duty; I am often consulted in NASD securities arbitrations, trust, probate, ERISA pension plans, 401k's and non-profit litigation.
Structured Settlement Consultant, Registered Settlement Planner
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30 years experience Disability insurance: underwriting, claims, standards & practices, customer service. Litigation consultant and expert witness.
Over 20 years in financial services with an emphasis on Broker/Dealer sales force recruitment and management. Extensive deposition experience.
Litigation consultant and expert witness regarding the customs and practices in the insurance industry with 50 years experience.
Securities, Futures, Derivatives Expert Witnesses. 20+ yrs as consultants in investment and trading litigation. Broker/customer disputes-stocks and bonds, options, commodity futures, currency trading.
With over 30 years of industry experience, our company provides consultation focused on the assessment of in-depth profit & loss statements and expert witness services.
Founder and Principal Consultant. Risk & insurance management consulting, for companies worldwide.
40 years combined Securities Industry Experience, Litigation Consulting, Expert Witness Testimony, critical Initial Account Analysis,Comprehensive Damage Analysis; Fraud, Supervision...
Mr. Weaver has an active practice as an expert witness to the financial securities industry, representing attorneys for both broker/dealers and consumers in routine and complex securities matters.
EW #2720 has over 33 years securities industry experience. Suitability, due diligence and disclosure issues, selling away, fiduciary responsibilities, standard of care, fraud, partnerships, supervision and compliance and damage calculations.
Mr. Schulz is a securities consultant and expert witness working for both claimants and the brokerage industry. He has testified regularly as an expert in federal and state courts, as well as in arbitrations before the National Association of Securities Dealers (NASD/FINRA), the New York Stock Exchange (NYSE), and the American Arbitration Association (AAA).
30+ years of commercial/residential real estate lending experience in major southwest US markets. 10+ years of management experience in a commercial banking environment. Expert in underwriting, documentation and administration of real estate portfolios. Expert in early detection and work out of problem assets, loss mitigation, bankruptcy, OREO. Extensive lending experience with local, regional and national home builders. Excellent business development, negotiation, credit analysis and presentation skills. Ability to create high yielding production offices and build efficient, productive and cohesive teams.