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Financial Services Expert Witnesses

Financial services include any service of a financial type. That includes all insurance and insurance-related services, and all banking and other financial services (excluding insurance). Financial service providers give investors a balance between risk and profit maximization. It also assists investors with assistance in financial decision-making. Our financial services expert witnesses, speakers, and consultants are scholars and researchers from major universities and industry professionals. Areas of expertise include, but are not limited to 

  • Banking
  • Securities
  • Financial regulations
  • Macroeconomics
  • Monetary policy
  • International trade
  • Finance
  • Financial Econometrics
  • International markets including China, Japan, the Far East, and the Middle East
Our financial services experts> have extensive experience providing litigation support. These experts have worked for organizations such as the Federal Reserve, the Government Accountability Office, Microsoft, and numerous international financial institutions.

Here are a few of our favorite Financial Services Expert Witnesses:

California Financial Services Expert #6581

I have 35 years of experience, and specialize in the field of financial services with specific knowledge in the areas of Brokerage, retail banking and consumer lending.

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New York Financial Services, Call Center Expert #8999

I have 15 years of experience, and specialize in the field of software development and implementation with specific knowledge in the areas of customer sales, service and customer relationship management (CRM) software. I have testified on software development methodologies, misappropriation of intellectual property and business suitability of specific software systems. I have international experience, having…

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California Financial Services, Sports Expert #15886

I have 45 years of experience, and specialize in the field of law and business with specific knowledge in the area of litigation,financial services, sports, entertainment. I was managing partner of a major law firm, President of the State Bar of California, was chairman and CEO of two major record setting international sporting events and…

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North Carolina Financial Services Expert #18898

I have 25 years of experience, and specialize in the field of economics with specific knowledge in the areas of financial services, credit analysis and mortgaged backed securities. I have over 25 years experience working in a broad spectrum of financial services, as well as institutions affecting financial policy. These have included the Congressional Budget…

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Financial Services, Arbitrator Expert #24518

I have 30 years of experience, and specialize in the field of law with specific knowledge in the areas of intellectual property, litigation, mediation, and financial services. I have published on such topics as directors’ liability, patents and infringement.

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Illinois Financial Services, Investments Expert #27478

I have 25 years of experience, and specialize in the field of marketing with specific knowledge in the areas of marketing strategy, service marketing and direct marketing. I have published on such topics as marketing, investments and finance.

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California Financial Services, Banking Expert #28367

I have 6 years of experience and specialize in the field of finance, with specific knowledge of banking, mortgage lending and financial advisory services.

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Indiana Mortgages, Financial Services Expert #29905

I have 26 years of experience and specialize in the field of mortgage banking, with specific knowledge of sales, management and operations.

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New Jersey Financial Services Expert #31000

I have 21 years of experience, and specialize in the field of financial services with specific knowledge in the areas of municipal bonds, private banking, and project management.

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Florida Financial Services Expert #31711

I have 27 years of experience, and specialize in the field of financial services with specific knowledge in the areas of mortgage banking, mortgage servicing, and default administration.

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Iowa Financial Services Expert #32017

I have 30 years of experience, and specialize in the field of financial services with specific knowledge in the areas of corporate finance, real estate, and structured finance. I have published on such topics as institutional investors portfolio, commercial mortgage markets, and asset allocation. I have testified on valuation of housing.

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Connecticut Financial Services Expert #32138

I have 20 years of experience, and specialize in the field of financial services with specific knowledge in the areas of leasing, equipment finance, and debt structuring. I have published on such topics as leasing, general operations, and financial aspects of leasing.

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New York Financial Services Expert #37978

I have 40 years of experience, and specialize in the field of financial services with specific knowledge in the areas of securities lending, prime brokerage and back office.

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New York Appraisals, Financial Services Expert #45837

I have 14 years of experience, and specialize in the field of machinery and equipment valuation with specific knowledge in the areas of industrial equipment including metalworking, pharmaceutical and newsprint. I have published on such topics as valuation of machinery and equipment in divorce. Throughout my professional career, I have traveled to almost 40 states…

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Texas Banking, Financial Services Expert #45148

I have 40 years of experience, and specialize in the field of mortgages with specific knowledge in the areas of nationwide lending, underwriting and contracts. I have published on such topics as underwriting, profitability and quality. I have testified on industry standards, poor credit practices and servicing duties. I spent a year as an industry…

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Washington Finance, Financial Services Expert #47092

I have 11 years of experience, and specialize in the field of mortgages with specific knowledge in the areas of first time homebuyers, credit and down payment assistance. I have published on such topics as building credit.

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Illinois Financial Services, Quality Expert #48503

I have 28 years of experience, and specialize in the field of insurance operations with specific knowledge in the areas of claims, coverage and financial statements. I have published on such topics as claims automation; liability claims practices and medical claims practices. I have testified 10 times on topics such as bad faith, insurance coverage…

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Texas Partnerships, Financial Services Expert #52730

I have 11 years of experience, and specialize in the field of business valuation with specific knowledge in the areas of financial reporting, transcations and litigation.

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