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Primary Area of Expertise

Business & Finance

Profile

Nationally recognized banking, financial services, insurance and real estate consulting group (established 1973). Extensive expert witness services supported by strategic alliances in banking, insurance, securities brokerage and real estate. Experienced expert witnesses include: bankers, consultants, lenders, economists, former regulators, securities and insurance managers / brokers, appraisers, real estate analysts / brokers, contractors / developers and accountants. Banking Operations / Administration; Lending custom and practice; Lender Liability; Credit Underwriting / Administration (all loan types: commercial, consumer, mortgage, construction); Sub prime lending; Securities, Trusts and Investments; Securities brokers standards / practices, NASD arbitration; Insurance coverage interpretation / claims handling; Insurance broker / agent standards; real estate transactions / brokerage practices; real estate appraisal; construction disputes & defects; employment / compensation disputes, wrongful termination; economic analysis / research; business valuations & damages assessment.

Education & Licenses

MBA's, PhD's, CPA's, CMA's, CLU/CFP