The right expert witnesses and consulting experts can make your case. That’s why we have spent so many hours over the past quarter century making sure our clients have just the right expert team — whether one expert or many, early-stage advice or expert reports and testimony. Across over 50,000 expert search assignments, we have honed a unique, customized approach to identifying, analyzing and connecting with expert talent so you can focus on winning your case.
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Finance Expert Witnesses
Finance is the management of money and includes activities like borrowing, lending, investing, budgeting, savings, and predicting. In business, finance teams make sure that the company has enough resources to operate in the best way to boost their productivity. It also verifies the company’s expenses and wealth are well managed. Our finance expert witnesses, speakers, and consultants are scholars and researchers from major universities and industry professionals worldwide. Areas of expertise include:
- Accounting
- Acquisitions
- Corporate finance
- Agricultural finance
- Investments
- Auditing
- Banking
- Lending
- Security
- Technology
- Campaign finance
- Worldwide financial markets
- E-commerce
- Credit cards
- Insurance
- Financial policy
- Law
- International trade
Learn More from Our Finance Experts
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Here are a few of our favorite Finance Expert Witnesses:
Texas Finance, Mortgages, Banking Expert #4578
I have 35 years of experience, and specialize in the field of real estate finance with specific knowledge in the areas of real estate and mortgage markets, real estate investment and real estate development. I have published on such topics as real estate finance, real estate investment and real estate development. I have testified on real estate markets, mortgage arrangements and real estate investment trusts (REIT).
Minnesota Software, Finance, Internet Expert #4596
I have 20 years of experience, and specialize in the field of distributed systems with specific knowledge in the areas of cloud, mobile and Internet. I have published on such topics as cloud, mobile and Internet. I have testified on mobile software and financial software.
Georgia Finance, Mortgage, Regulations Expert #5300
I have 40 years of experience and specialize in the field of banking, finance, valuation with specific knowledge in the areas of banking, real estate finance and mortgage servicing. I have published on such topics as banking, finance and valuation. I have testified 99 times on topics such as banking, mortgage finance and real estate.
California Tax Planning, Finance Expert #5535
I have 30 years of experience, and specialize in the field of accounting and finance with specific knowledge in the areas of damages, accounting, tax, valuation, intangibles, and corporate governance. I have testified 90 times on topics such as damages, valuation and securities.
California Finance, Startups, Equity Expert #6948
I have 30 years of experience, and specialize in the field of business and investment analysis with specific knowledge in the areas of engineering and failure analysis, business valuation, damage claims and litigation. I have published on such topics as electrical engineering, country of origin import labeling and EMI. I have testified on business valuation, patent infringement and intellectual property and sporting goods and automotive businesses. Have started nearly 100 companies, and have developed and brought 1000 products to market. Thwarted a hostile takeover of a company I founded. Started and sit on the board of a prosperous community bank.
Your Case Deserves The Best Finance Expert Witnesses
New Jersey Investment Management Expert #7045
This sample expert has experience as a consultant and expert witness in economic and investment management consulting, economic damage assessment and litigation support on cases involving: investment management fees and practices; tax shelters; securities and investment-related damages.
Illinois Finance, Risk Management Expert #9252
I have 30 years of experience, and specialize in the field of finance, risk management with specific knowledge in the areas of capital markets, business ethics and corporate culture. I have published on such topics as governance, board’s role in ethical culture and risk management. Started, funded, grew and sold a business.
Georgia Banking, Finance, Credit Scoring Expert #11961
I have 35 years of experience, and specialize in the field of economics and finance with specific knowledge in the areas of banking, credit scoring and supervisory and regulatory policy. I have published on such topics as banking regulation and supervisions, credit scoring and macro economic policy. I have testified on bank loan and deposit rate setting, bank mergers and acquisitions and securities issues in banking acquisitions. I’ve appeared on national TV and radio more than 80 times in the past two years.
New York Investment, Management, Finance Expert #12578
I have 14 years of experience and specialize in the field of money management, with specific knowledge of starting funds and arbitrage. I have published on such topics as merger arbitrage and shareholder rights.
Washington D.C. Securities, Finance, Valuation Expert #12652
I have 30 years of experience, and specialize in the field of securities and finance with specific knowledge in the areas of securities fraud, insider trading and derivative securities. I have published on such topics as insider trading, securities market structure and options. I have testified 12 times on topics such as securities fraud, insider trading and damages.
New York Strategic Planning, Finance Expert #12678
I have 33 years of experience in the field of magazine, book, newsletter and Internet publishing, with specific knowledge of strategy, planning, finance, operations, valuation, and mergers and acquisitions. I have published on such topics as valuing custom publishers and divestitures of business units. I have testified on the effect of Internet competition on traditional media valuation, business magazine and book company valuations and the impact of fraud on the value of an acquired company.
Texas Capital Structure, Law, Finance Expert #13735
I have 15 years of experience, and specialize in the field of corporate finance with specific knowledge in the areas of debt covenants, executive compensation and limit orders. I have published on such topics as the financial impacts of state laws, the use of debt covenants and calculation of damage awards.
Washington D.C. Investment, Finance, Securities Expert #14111
I have 27 years of experience, and specialize in the field of regulatory compliance for securities firms with specific knowledge in the areas of Securities and Exchange Commission and the Financial Industry Regulatory Authority compliance programs, regulatory examinations and investigative litigation support. I have published on such topics as Securities and Exchange Commission independent consultant reports, expert witness reports and declarations and affidavits. I have testified on Securities and Exchange Commission and the Financial Industry Regulatory Authority supervision, mutual funds and wrongful termination, supervision and suitability.
New Jersey Finance, Mortgages, Real Estate Expert #14422
I have 30 years of experience, and specialize in the field of banking with specific knowledge in the areas of real estate, workout and international. I have testified on banking, construction lending and workout.
California Mortgage, Finance, Trusts Expert #14578
I have 39 years of experience, and specialize in the field of mortgage banking, real estate lending and financing with specific knowledge in the areas of investor specific underwriting, mortgage banking and savings and loan norms and mores. I have testified 24 times on topics such as fraud, broker standards, policies, and procedures, underwriting standards for a number of different types of loans, from agency to portfolio to securitization, accepted norms and mores for loan production and servicing in an institution and disclosing fraudulent.I have completed two loan management training programs with two major savings and loans, providing me with…
Illinois Finance, Project Management Expert #14675
I have 30 years of experience in the banking field with specific knowledge of information technology, finance and project management. I have published on such topics as project management, productivity and efficiency.
Indiana Commercial Real Estate, Finance Expert #14796
I have 32 years of experience, and specialize in the field of commercial real estate finance with specific knowledge in the areas of commercial mortgage brokerage, commercial real estate lending practices and hard money commercial mortgage lending. I have published on such topics as commercial mortgage brokerage, fee collection practices for commercial real estate brokers and starting and running hard money lending companies. I have testified on advance fees, best practices for hard money commercial mortgage lenders and commercial real estate financing commitments.
Massachusetts Finance, Regulatory Enforcement Expert #14809
This sample expert has over 25 years’ experience in economic damages. This expert is an independent consultant who specializes in the application of financial economics to litigation disputes, regulatory enforcement, and public policy decisions.
Wisconsin Cash Flow Projections, Finance Expert #14869
I have 25 years of experience, and specialize in the field of business management with specific knowledge in the areas of actuarial science, finance and small business development.
California Finance, Sub-Prime Fiance Expert #15671
I have 25 years of experience in the automotive field, with specific knowledge of new car purchasing, used car purchasing (wholesaling), and finance.
Iowa Bank Recruiting, Finance, Labor Expert #15738
I have 11 years of experience and specialize in the field of executive search, with specific knowledge of banking.
New York Forensics, Finance, Securities Expert #15747
I have 25 years of experience, and specialize in the field of forensic accounting with specific knowledge in the areas of securities litigation, valuations and accountants’ liability. I have published on such topics as accounting failures and changes in accounting. I have testified on breach of contract and valuation.
Massachusetts High Frequency Trading Expert #16377
This sample expert has over 15 years of experience, and specializes in the field of finance with specific knowledge in the areas of market microstructure, mutual funds and hedge funds. Published on such topics as MiFID, liquidity in long-dated options and futures and mutual fund end-of-quarter return manipulation.
Finance, Marketing, Sales Expert #16479
I have 20 years of experience and specialize in the field of manufacturing, with specific knowledge of production process, management and lean manufacturing.
Connecticut Finance Expert #16778
I have 27 years of experience, and specialize in the field of finance with specific knowledge in the areas of mining and metals, energy, renewable energy, loan agreements and investment analysis.
California Valuation, Finance Expert #18457
I have 30 years of experience in the field of economics, with specific knowledge of finance, statistics, and the housing market. I have published on such topics as stock market anomalies, the housing bubble, and statistical fallacies.
California Finance, Investment, Planning Expert #22990
I have 46 years of experience, and specialize in the field of life insurance with specific knowledge in the areas of whole life, annuities and variable universal life. I have published on such topics as the mathematics of life insurance, business succession planning and estate planning.
Washington D.C. Finance, Accounting, Economics Expert #23311
I have 5 years of experience and specialize in the field of finance and economics, with specific knowledge of accounting, corporate governance and financial regulation. I have published on such topics as corporate governance, compensation and financial regulation.
Colorado Finance, Economics, Debt Expert #23467
I have 27 years of experience, and specialize in the field of banking and finance with specific knowledge in the areas of lending, leasing & credit, operations and personnel management. I have testified 20 times on topics such as lending & financing practices, wage & hour issues and bank operating processes & procedures. I have a broad exposure to bank operations, credit and lending processes. As a former CEO, Chief Executive and senior officer of several organizations I understand all areas of financial management and currently write columns for Gannet Newspapers and provide on-air economic commentary for CBS TV affiliates.
Topological Group, Finance Expert #23553
I have 38 years of experience, and specialize in the field of mathematics with specific knowledge in the areas of topology, topological algebra and financial mathematics. I have published on such topics as closed graph theorems, minimality and cardinal invariants. I have testified on physical quantities and statistics.
New Jersey Secondary Market, Finance, Loans Expert #23861
I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of mortgage origination, mortgage servicing and mortgage securitizations. I have published on such topics as valuing servicing, inside sales and warehouse lending. I have testified 10 times on topics such as finance. I have served on advisory boards for Fannie Mae and Freddie Mac, appeared before U.S. Congressman to discuss mortgage specifics and have presented on many industry panels.
Virginia Risk Management, Finance Expert #24758
I have 25 years of experience, and specialize in the field of healthcare with specific knowledge in the areas of quality management, performance improvement and care management. I have published on such topics as patient safety and accreditation. I have testified on product liability, product induced infection, and product related injury.
California Retail, Finance, Pricing Expert #25973
I have 37 years of experience, and specialize in the field of retail marketing with specific knowledge in the areas of lease agreements, franchise agreements. I have testified on lease agreements and pricing of petroleum products, specifically gasoline pricing. I have 6 years experience as a reverse mortgage consultant and loan processing, working with seniors to help them get a reverse mortgage.
Illinois Finance, Financial Management Expert #26196
I have 20 years of experience in the field of economics, with specific knowledge of finance, financial management, and money and banking. I have published on such topics as international trade, higher education, financial markets, teaching pedagogy and economics.
Kansas Operations, Finance Expert #26493
I have 8 years of experience and specialize in the field of health care, with specific knowledge of practice operations, physician compensation and compliance.
New York Sales, Marketing, Finance Expert #26550
I have 12 years of experience and specialize in the field of executive search consulting, with specific knowledge of financial services, health care and education.
California Finance, Economics, Policy Expert #26865
I have 25 years of experience, and specialize in the field of taxation with specific knowledge in the areas of tax policy and reform, taxation of intangibles and tax accounting methods. I have published on such topics as tax reform, tax policy and tax developments. I have testified on tax reform, California tax problems and taxation of services. I teach several different graduate level tax courses.
Texas Civic Leader, Finance Expert #27775
I have 17 years of experience, and specialize in the field of labor management with specific knowledge of leadership training, process improvement and diversity. I have published on such topics as diversity and employee development. I have testified 10 times on topics such as policies and procedures, discrimination and safety.
New York Focus Groups, Surveys, Finance Expert #27941
I have 20 years of experience and specialize in the field of market research, with specific knowledge of psychology, physics and human factors. I have published on such topics as new research test designs, human psychophysics and statistics.
West Virginia Finance, Valuation, Merger Expert #28589
I have 20 years of experience, and specialize in the field of finance with specific knowledge in the areas of mergers, valuation and discounts. I have published on such topics as discount for lack of liquidity, active and passive appreciation in divorce and mergers and divestitures. I have testified 8 times on topics such as valuation of businesses, economic damages for employment discrimination and active and passive appreciation in divorce.
California Finance, Oracle Expert #28689
I specialize in the field of information technology with specific knowledge in the areas of SAP, FICO and project management.
Finance Expert #28725
I have 34 years of experience, and specialize in the field of finance with specific knowledge in the areas of education, health and SME’s. I have testified on fraud within an sme environment.
California Finance, Investments, Analysis Expert #29124
I have 23 years of experience,and specialize in the field of financial economics, with specific knowledge of financial analysis, financial accounting and investments. I have published on such topics as discrimination in bank lending, currency crises and stockmarkets, and bank lending. I have testified on mortgage fraud.
Pennsylvania Geometry, Algorithms, Finance Expert #29134
I have 11 years of experience and specialize in the field of mathematics, with specific knowledge of geometry, computer modeling and finance. I have published on such topics as geometry and topology.
California Banking, Finance, Payment System Expert #29492
I have 30 years of experience, and specialize in the field of banking, economics and finance with specific knowledge in the areas of credit cards, credit scoring and banking. I have published on such topics as finance, banking and economics. I have testified 15 times on topics such as banking, finance and economic loss. I have broad experience in business, finance, government and academia.
Pennsylvania Finance Expert #29518
I have 10 years of experience, and specialize in the field of finance with specific knowledge in the areas of forecasting, budgeting and modeling. I have published on such topics as business strategy, international and finance.
Alabama Finance, Policy, Education,Ethic Expert #30350
I have 25 years of experience, and specialize in the field of non-profits with specific knowledge in the areas of governance, management and programs. I have published on such topics as best practices in non-profits, start ups and turnarounds of organizations.
New York Medicine, Insurance, Finance Expert #30708
I have 20 years of experience, and specialize in the field of law with specific knowledge in the areas of legal, medical and technical.
Pennsylvania Finance Expert #30074
I have 20 years of experience, and specialize in the field of finance with specific knowledge in the areas of commercial banks, securities exchanges, and investment banks. I have published on such topics as bank risk management, market microstructure, and international financial institutions. I have conducted several empirical analyses related to various issues in market microstructure, financial institution management, international finance, risk management, cost of capital estimation, and interest rate determination. I serve on the editorial boards of two academic journals. I hold the Chartered Financial Analyst (CFA®) designation and have experience both in commercial lending activities and in investment…
Ohio Finance Expert #30739
I have 15 years of experience, and specialize in the field of finance with specific knowledge in the areas of behavioral finance, real estate finance, and corporate finance.
Wisconsin Eviction Expert, Finance Expert #30897
I have 14 years of experience, and specialize in the field of real estate with specific knowledge in the areas of evictions, lease signings and section 8 and 42. I have testified 10 times on topics such as evictions.
Ohio Finance Expert #31125
I have 3 years of experience, and specialize in the field of real estate with specific knowledge in the areas of finance, valuation, and psychologically impacted properties. I have published on such topics as real estate finance and valuation, psychologically impacted properties, and proximity of registered sexual offenders. I have testified on predatory lending and psychologically impacted properties.
Georgia Bankruptcy, Finance, Litigation Expert #31537
I have 20 years of experience and specialize in the field of corporate and bankruptcy law, with specific knowledge of corporations, securities regulation and bankruptcy. I have published on such topics as corporate fiduciary duties, bankruptcy claims trading and international securities regulation.
Massachusetts Management, Finance, Operations Expert #31546
I have 30 years of experience in the field of finance and strategic planning, with specific knowledge of accounting, operations, and organizational issues. I have published on such topics as operating reviews, internal communications and financial institutions. I have testified on operations.
California Finance Expert #31787
I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of statistics, computing and spatial analysis. I have published on such topics as finance, statistics and spatial analysis. I have testified 10 times on topics such as wrongful death economics, wrongful death statistics, and loss of earnings analysis.
Florida Finance Expert #32356
I have 25 years of experience, and specialize in the field of finance with specific knowledge in the areas of investing, mergers and acquisitions, and corporate finance.
Florida Health, Dentistry, Finance Expert #32429
I have 35 years of experience and specialize in the field of life and health insurance, with specific knowledge of indemnity insurance, health maintenance organization insurance and insurance claims. I have published on such topics as patient health care training, health care cost drivers and cheap insurance.
Banking, Finance, Money Expert #32439
I have 40 years of experience and specialize in the field of economics and finance, with specific knowledge of money and banking, finance and economics.
Georgia Mortgage Banking, Finance Expert #33331
I have 14 years of experience in the field of mortgage banking, with specific knowledge in the areas of sales, operations, and underwriting.
Michigan Mortgage, Finance, Marketing Expert #33977
I have 30 years of experience, and specialize in the field of real estate with specific knowledge in the areas of managing, financing and developing. I have testified on appropriate expense charge backs, management fees and commission rates. I have over 30 years of experience in all aspects of owning, leasing, managing, financing and selling residential and commercial real estate.
Minnesota Finance, Controller, Treasury Expert #34422
I have 20 years of experience and specialize in the field of accounting and finance, with specific knowledge of SEC reporting, GAAP and ethics. I have testified on anti-trust.
California Lease, Finance, Loans Expert #34458
I have 25 years of experience, and specialize in the field of lease financing for equipment with specific knowledge in the areas of lease structuring, credit and contractual issues. I have published on such topics as business management, lease financing and credit procurement.
New Hampshire Trading, Regulations, Finance Expert #35002
I have 20 years of experience, and specialize in the field of securities with specific knowledge in the areas of investor portfolio evaluation, regulatory issues and sales practice supervision. I have testified 15 times on topics such as investor portfolio evaluations, regulatory issues and sales practice supervision.100% of my past clients have either hired me more than one time or referred me to someone else.
Arizona Banking, Finance, Law Expert #32824
I have 40 years of experience, and specialize in the field of real estate transactions and commercial and business, with specific knowledge in the areas of real estate (including foreclosures and work-outs), commercial lending and secured transactions and third-party legal opinion letter practice. I have published on such topics as commercial lending, secured transactions under Revised Article 9 of the UCC, and legal opinion letters. I have testified on standard of care in preparation of real estate secured loan documents, bankruptcy attacks on transactions including constructive fraudulent transfers, and reasonableness of attorneys’ fees in defense of double escrow transaction.
Massachusetts Bankruptcy, Finance, Energy Expert #35211
I have 5 years of experience, and specialize in the field of banking, finance, economics with specific knowledge in the areas of bankruptcy, restructuring, finance and energy. I have published on such topics as banking, finance and labor economics.
Illinois Finance, Forecasting, Fiduciary Expert #35526
I have 16 years of experience and specialize in the field of accounting and finance, with specific knowledge of fiduciary responsibility, audits and internal controls.
Connecticut Finance, Asset Valuation Expert #36923
I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of investments, financial planning and insurance. I have published on such topics as financial planning, investment portfolio management and macroeconomics. I have testified on investment suitability. I have four college degrees with high honors, but have never been a full-time resident student. I have had several successful careers, rising to the top of my profession in each, well known and well regarded.
California Engineering, Logistics, Finance Expert #37195
I have 15 years of experience and specialize in the field of systems engineering, with specific knowledge of verification and validation, integration and logistics operations. I have published on such topics as logistics resource management, systems engineering and space flight operations.
California Finance, Planning, Development Expert #37685
I have 20 years of experience, and specialize in the field of accounting with specific knowledge in the areas of entertainment, television and not-for-profit. I have published on such topics as recruiting and hiring good staff, social networking and golfing as a business tool. I founded and run an accounting consulting company.
Finance Expert #37692
I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of complex decision making, trading and risk management. I have published on such topics as derivatives, financial risk management and corporate finance.
Georgia Finance Expert #37834
I have 12 years of experience, and specialize in the field of finance with specific knowledge in the areas of mergers and acquisitions, transaction processes and business valuation. I have published on such topics as mergers and acquisitions, transaction processes and business valuations.
Nebraska Finance Expert #37939
I have 6 years of experience, and specialize in the field of finance with specific knowledge in the areas of international finance, compensation and investing. I have published on such topics as the effectiveness managerial compensation, the effect of yield curves on stock values and the effectiveness of insider trading laws.
Finance Expert #38777
I have 12 years of experience, and specialize in the field of finance with specific knowledge in the areas of equity markets, corporate governance and index investing. I have published on such topics as corporate governance and valuation, corporate disclosure, and modeling equity market volatility.
Finance Expert #39338
I have 30 years of experience, and specialize in the field of finance with specific knowledge in the areas of foreign exchange, derivative securities and electricity markets. I have published on such topics as project finance binomial loan valuation, foreign currency borrowing risk management and derivative security pricing. I have testified on foreign currency borrowing risks. The variety of contexts in which I have had an opportunity to apply financial analysis: foreign exchange, electricity markets, derivative valuation such as employee options.
Finance Expert #39920
I have 10 years of experience, and specialize in the field of finance with specific knowledge in the areas of banking, bankruptcy, executive compensation, merger fees and real estate. I have published on such topics as banking and bankruptcy.
Connecticut Medical Economics, Finance Expert #40285
I have 20 years of experience, and specialize in the field of managed care, with specific knowledge in the areas of actuarial, finance, and medical economics. I have published on such topics as health care reform. I have testified on provider contract disputes with managed care companies, disputes with reinsurers, and pharmacy benefit managements. My first job was as a left-handed baseball pitcher.
Maryland Magazine, Trade Show, Finance Expert #42454
I have 31 years of experience, and specialize in the field of media and publishing with specific knowledge in the areas of finance, business models and online. I have published on such topics as online media, magazine publishing and media management.
Massachusetts Health, Insurance, Finance Expert #42610
I have 26 years of experience and specialize in the field of health economics, with specific knowledge of population, life cycle decisions and econometrics. I have published on such topics as the demographic dividend and long-term effects of child health.
California Investment, Investment, Finance Expert #42763
I have 10 years of experience, and specialize in the field of financial economics with specific knowledge in the areas of alternative asset investments, funds of hedge funds and hedge funds. I have testified on due diligence best and standard, industry practices and redemption suspensions. I am cofounder of a consulting practice which focuses on managing risk across an entire investment business, from back to middle to front offices.
California Finance, Marketing, Derivatives Expert #42765
I have 18 years of experience, and specialize in the field of financial risk management with specific knowledge in the areas of market risk, credit risk and liquidity risk. I have published on such topics as the credit crisis of 2007-2009, mathematical models for finance and mathematical methods for credit assessment. I have testified on failed or incomplete risk assessments for investments, suitability of due diligence performed and the history of financial market crises. I was Chief Credit Officer of a major asset management firm during the Credit Crisis of 2007 to 2009.
California Finance, Lost Profits, Valuation Expert #43142
I have 12 years of experience, and specialize in the field of accounting and finance with specific knowledge in the areas of lost profits/disgorgement, forensic accounting and valuation. I have testified 7 times on topics such as lost profits and disgorgement, forensic accounting investigations and valuation.
Florida Administrative Law, Finance Expert #43378
I have 32 years of experience, and specialize in the field of aviation law with specific knowledge in the areas of aircraft operations, insurance and administrative law.
Georgia Turnaround Leadership, Finance Expert #43694
I have 38 years of experience, and specialize in the field of management and leadership with specific knowledge in the areas of manufacturing, finance, operations, strategic planning, and product development. I have testified on dumping of product by Japanese outboard engine manufacturers. I know how to lead a business in crisis and put together a team to successfully turnaround a company.
Washington Finance, Marketing, Operations Expert #44626
I have 35 years of experience, and specialize in the field of marketing with specific knowledge in the areas of marketing, finance and operations. I have published on such topics as marketing, product development and product Introductions.
Kentucky Lending, Marketing, Finance Expert #45131
I have 30 years of experience, and specialize in the field of banking with specific knowledge in the areas of corporate governance, bank management and commercial lending. I have testified on loan collateral, wrongful dismissal and character. My life has been one of firsts. I was the first woman in our community to be elected to a school board and to serve as a bank director. I was also the first woman in the then fifty year history of our state school boards association to serve as its president. Currently, I am the secretary and treasurer of the authority responsible…
New York Finance, Software Expert #45152
I have 20 years of experience, and specialize in the field of mathematical finance with specific knowledge in the areas of software engineering, databases and Excel add-ins. I have published on such topics as invariant subspace theory, paradoxes in economic theory and the fundamental theorem of asset pricing. I listen to what my clients tell me.
Investment, Banking, Finance Expert #45257
I have 30 years of experience, and specialize in the field of securities with specific knowledge in the areas of investment, banking and finance. I have testified on compliance.
California Accouting, Finance Expert #45392
I have 25 years of experience, and specialize in the field of forensic accounting with specific knowledge in the areas of economic damages, business valuation, fraud and accouning. I have published on such topics as cross examining a financial expert. I have testified 99 times on topics such as damages, business valuation and fraud.
Washington D.C. Finance, Intellectual Property Expert #45499
I have 30 years of experience, and specialize in the field of economics with specific knowledge in the areas of intellectual property, antitrust and competition and regulatory economics. I have published on such topics as intellectual property rights and antitrust issues, commercial and intellectual property damages and competition policy. I have testified 30 times on topics such as intellectual damages, antitrust liability and damages and commercial damages.
Massachusetts Finance, Infrastructure, Gas Expert #45681
I have 18 years of experience, and specialize in the field of electricity and gas markets with specific knowledge in the areas of electricity and natural gas asset valuation, power, gas, and infrastructure sector business development and strategy and regulatory economics. I have published on such topics as rate design, performance-based ratemaking and merchant generation. I have testified 8 times on topics such as valuation metrics, merchant generation and conservation and demand management.
California Operations, Finance, Process Expert #45965
I have 20 years of experience, and specialize in the field of telecommunications with specific knowledge in the areas of operations, finance and marketing. I have been lucky to have raised four children, be married for over 25 years, manage a career, and grow our standard of living as happily as I on can.
California Finance, Retail, Sales Expert #46366
I have 30 years of experience, and specialize in the field of mortgages with specific knowledge in the areas of foreclosures, underwriting and rescissions.
California Finance, Valuation, Appraisal Expert #46549
I have 23 years of experience, and specialize in the field of real estate with specific knowledge in the areas of finance, lending and damages. I have testified 10 times on topics such as mortgage backed securities, damages and loan servicing.
New Jersey Banking, Finance, Auditing Expert #46651
I have 25 years of experience, and specialize in the field of law with specific knowledge in the areas of mortgage banking, corporate and business. I have published on such topics as mortgage fraud, risk management for banks and mortgage industry regulations. I have testified 15 times on topics such as mortgage fraud, risk management and mortgage operations.
Massachusetts Power, Rates, Economics, Finance Expert #46688
I have 40 years of experience, and specialize in the field of utility management, finance, engineering and rates with specific knowledge in the areas of utility rate design, cost of service, capital improvement plans, asset appraisals and feasibility and due diligence studies. I have published on such topics as utility rate design, cost of service studies, management and performance audits of utilities and both privatization and municipalization of utility systems. I have testified 99 times on topics such as utility rates and cost of service analysis, component and total revenue requirements and both the planning for and implementation of capital…
California Residential Development, Finance Expert #46802
I have 30 years of experience, and specialize in the field of residential development and construction with specific knowledge in the areas of feasibility analysis, construction and construction loan processing. I have testified 10 times on topics such as bankruptcy reorganization, financial feasibility and construction loan disbursements. I taught a MBA course in leadership at the University of Phoenix, lectured to business school classes and testified numerous times at public hearings to obtain land development entitlements for subdivision projects. I was a member of an expert panel at homebuilding industry seminars and the keynote speaker at trade association meetings. I…
Massachusetts Appraisals, Finance, Consumer Expert #46805
I have 30 years of experience, and specialize in the field of residential mortgages with specific knowledge in the areas of compliance, underwriting and appraisals. I have published on such topics as predatory lending, mortgage quality control and regulatory compliance. I have testified 10 times on topics such as predatory lending, truth in lending and mortgage fraud. I have owned an audit services practice for 25 years and have handled 150,000 mortgage files representing all geographic areas and loan programs.
New Jersey Finance, Planning, Investments Expert #46836
I have 35 years of experience, and specialize in the field of financial services with specific knowledge in the areas of qualified plans and fee disclosure.
Maryland Microeconomics, Finance Expert #46849
I have 12 years of experience, and specialize in the field of economics with specific knowledge in the areas of applied microeconomics, urban economics and macroeconomics. I have published on such topics as economic impact of the music industry, financial crisis impact on homeownership and affordable housing. I have testified on economic and fiscal impact of casinos. I have expertise and experience to assist government and private industries in making proper decisions regarding major public policy and construction initiatives.
Michigan Finance, Mortgages, Appriasal Expert #46912
I have 27 years of experience, and specialize in the field of mortgage banking with specific knowledge in the areas of mortgage operations, federal compliance in mortgage originations and government financing. I have published on such topics as federal housing administration underwriting and lender approval requirements, veteran’s affairs underwriting requirements and renovation lending. I have direct experience in all areas of mortgage lending in wholesale and retail business channels from a historical and current day perspective.
California Auditing, Finance Expert #46960
I have 19 years of experience, and specialize in the field of accounting and audit with specific knowledge in the areas of revenue recognition, stock-based compensation and mergers and acquisitions. I have published on such topics as new accounting rules, revenue recognition and internal controls.
Hawaii Finance, Public Relations Expert #46970
I have 25 years of experience, and specialize in the field of food and beverage with specific knowledge in the areas of menu creating, budget and public relations. I have published on such topics as island cookbooks, Thai cooking and host of cooking shows. I am an award winning chef.
Illinois Insurance, Finance, Analysis Expert #46989
I have 1 year of experience, and specialize in the field of healthcare with specific knowledge in the areas of consulting, finance and operational management. I have testified on damages.
California Business Development, Finance Expert #47039
I have 25 years of experience, and specialize in the field of financial services with specific knowledge in the areas of investment management, real estate and private equity.
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.
California Finance, Modeling, Banking Expert #47356
I have 15 years of experience, and specialize in the field of accounting with specific knowledge in the areas of economic damages, civil litigation, lost earnings, personal injury and family law. I have testified on business valuation, bankruptcy and personal injury. I started a freelance expert and forensic accounting business over the last several years, where I have applied my background in lending, finance, real estate, insurance, economics and accounting to assist attorneys or other experts on various disputes. I have found that having a strong finance and consulting background in combination with being a certified public accountant has made…
Illinois Legal, Malpractice, Finance Expert #47798
I have 38 years of experience, and specialize in the field of real estate and corporate law with specific knowledge in the areas of real estate and real estate finance, legal malpractice and corporate transactions. I have testified on obligations of a party to a real estate transaction, legal malpractice in a real estate transaction. Before law school, I served in the United States Navy as the supply officer on a nuclear-powered submarine.
South Carolina Social, Tax, Finance, Crime Expert #47961
I have 15 years of experience, and specialize in the field of economics with specific knowledge in the areas of legalized gambling, casino impacts and social costs. I have published on such topics as tax revenues, casinos, crime and economic growth effects of casinos. I am recognized as one of the top experts in the world on the economics of gambling.
Washington Finance, Sales, Fraud, Retail Expert #48011
I have 17 years of experience, and specialize in the field of mortgage with specific knowledge in the areas of underwriting, operations, wholesale and retail.
Indiana Investment, Retirement, Finance Expert #48024
I have 30 years of experience, and specialize in the field of corporate finance with specific knowledge in the areas of debt, investments and cash management.
Washington Sports, Legal, Finance Expert #48030
I have 39 years of experience, and specialize in the field of education with specific knowledge in the areas of funding, reform, improvement and athletics. I have testified on adequate funding, basic education and definition of state constitution.
New York Risk, Risk Management, Finance Expert #48040
I have 12 years of experience, and specialize in the field of equity trading with specific knowledge in the areas of liquidity risk and management, electronic trading and algos and stock manipulation. I became the head trader and partner at a $3 billion long/short equity hedge fund in New York City at the age of 26.
Minnesota Family, Finance, Legal Expert #48055
I have 38 years of experience, and specialize in the field of Philanthropy with specific knowledge in the areas of fundraising, corporate philanthropy and private family foundations. I have published on such topics as corporate philanthropy, private family foundations and charitable estate planning. My passion for philanthropy grows out of my experience as a Peace Corps Volunteer where I witnessed the positive impact on an entire sector, agriculture, which funded the organization I worked for and much of my work with it.
Arizona Policy, Publishing, Finance Expert #48062
I have 9 years of experience, and specialize in the field of education policy with specific knowledge in the areas of school choice, state policies and charter schools. I have published on such topics as charter schools, school choice and school funding.
New York Finance, Environment, Energy Expert #48090
I have 30 years of experience, and specialize in the field of sustainability and finance issues with specific knowledge in the areas of new energy and environmental technologies, sustainability rating metrics and clean tech venture capital. I have published on such topics as the relationship of corporate sustainability performance to the bottom line, climate change management and emerging energy and environmental technologies. I have testified on environmental technology, climate change, governance and intellectual property and patent disputes.
California Insurance, Sales, Finance, Trust Expert #48093
I have 32 years of experience, and specialize in the field of real estate with specific knowledge in the areas of subdivision law, title insurance and finance. I have published on such topics as subdivisions and condominiums. I have testified on easements, priority of trust deeds and other trust deeds.
Iowa Sales, Management, Finance Expert #48095
I have 20 years of experience, and specialize in the field of mortgage lending with specific knowledge in the areas of originating, sales management and affiliated partnerships. I have grown and led large teams of originators through turbulent times and rule and regulation changes here in the heartland of the country.
Pennsylvania Finance, Hospital, Operations Expert #48116
I have 32 years of experience, and specialize in the field of healthcare with specific knowledge in the areas of rural hospital operations, rural advocacy and physician employment.
Washington Finance, Quality, Control, Legal Expert #48118
I have 35 years of experience, and specialize in the field of mortgage lending with specific knowledge in the areas of underwriting, compliance and quality control. I have testified on legal regulatory compliance, underwriting and mortgage delinquency. I have successfully developed a residential underwriting department, from scratch, while simultaneously underwriting and funding enormous loan volumes, under intense pressure, meeting all commitment and investor delivery deadlines, in the process of hiring staff, designing documents, systems, procedures and training.
Alabama Real Estate, Valuation, Finance Expert #48154
I have 40 years of experience, and specialize in the field of real estate valuation with specific knowledge in the areas of eminent domain, demolition in value and problem property appraisals. I have testified 90 times on topics such as eminent domain, demolition in values and bankruptcy. I am proud to have always attempted to provide my client with a professional service.
New York Securities, Insurance, Finance Expert #48160
I have 20 years of experience, and specialize in the field of life insurance and life settlements with specific knowledge in the areas of magnetizations, off shore and private placement life insurance. I have published on such topics as asset protection and hedge funds and estate tax.
Texas Finance, Cost, Fraud Expert #48198
I have 14 years of experience, and specialize in the field of payment industry with specific knowledge in the areas of merchant acquiring, credit cards and electronic checks. I have published on tokenization. I have testified on merchant fraud.
Virginia Water, Rates, Planning, Finance Expert #48235
I have 40 years of experience, and specialize in the field of water and wastewater utilities with specific knowledge in the areas of rates and finance, efficiency and management. I have published on such topics as benchmarking, rates and finance and customer service. I have testified 10 times on topics such as rates and finance, regulatory compliance and benchmarking and efficiency. I have been a consultant to utilities with a served population of more than half of the United States.
New York Development, Valuation, Finance Expert #48258
I have 30 years of experience, and specialize in the field of real estate with specific knowledge in the areas of valuation, asset repositioning and finance. I have published on such topics as commercial real estate, senior housing and shopping centers. I have a very diverse background–having worked at very senior levels for both the government and the private sector. I know finance and construction and can analyze well what went wrong –separating the norm from the exceptional.
California Finance, Analysis, Real Estate Expert #48428
I have 26 years of experience, and specialize in the field of real estate with specific knowledge in the areas of cash flow projections, financial returns and waterfall calculations. Over my 26 year professional career, I have been challenged only once for my professional fees. Most clients tend to be repeat clients. I am committed to delivering quality service in a professional and timely manner.
Finance, Derivatives, Banking Expert #48186
I have 25 years of experience, and specialize in the field of financial accounting with specific knowledge in the areas of derivative accounting, accounting theory and the use of professional judgment in accounting. I have published on such topics as fair value accounting, market risk disclosures and market reaction to implementation of international financial reporting standards. I have testified 13 times on topics such as accounting and disclosure related to subprime mortgage exposures, the nature of assets and liabilities for accounting purposes and accounting for receivables securitizations.
California Finance, Securities, Fraud Expert #48476
I have 20 years of experience, and specialize in the field of residential mortgage lending and residential mortgage backed securities with specific knowledge in the areas of residential mortgage lending, residential mortgage backed securities and mortgage loan repurchase or put back demands.
Iowa Land Management, Finance, Bank Expert #48880
I have 38 years of experience, and specialize in the field of agricultural property economics with specific knowledge in the areas of management, appraisal and consulting. I have testified 40 times on topics such as agricultural land values, agricultural economics and farm management.
New York Finance, Management, Banking Expert #48884
I have 30 years of experience, and specialize in the field of financial services with specific knowledge in the areas of commercial finance, asset management and commercial banking. I developed a business plan for a middle market commercial finance company and spent a year raising the equity and the debt necessary to get in business. By the time we sold the business 6 years later, we had $1.25 Billion in assets
California Lending, Finance, Collateral Expert #51294
I have 25 years of experience, and specialize in the field of corporate and commercial banking with specific knowledge in the areas of bank strategy, credit and client management. My professional life has included remarkable diversity, including working in industry and in the financial services sector, working for large institutions and being an being entrepreneur, working in the United States and internationally, and working in the private sector and the nonprofit world. This vast and varied experience has given me a unique ability to see the big picture but also understand the practicalities of how things work.
Quantum Determination, Finance Expert #52748
I have 10 years of experience, and specialize in the field of business interruption with specific knowledge in the areas of silviculture, aquaculture and manufacturing. I have published on such topics as Corporate Governance, Audit and Goodwill. I have testified on compensation models.
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Finance Workshops
A few of the courses and workshops led by our Finance experts:
- Corporate Cash
- Financial Accounting
- Housing Finance in the United States
- Lessons From the Financial Crisis: Never Again?
- Project Finance & Infrastructure
- Quantitative Methods in Finance
- Real Estate Finance and Investment Strategy
- Stress Testing Financial Institutions
- To Big Too Fail in the US After Dodd-Frank: Myth Versus Reality