Broker Expert Witnesses

This real estate appraiser and advisor is the principal of a real estate valuation and consulting firm in the Jacksonville, Florida area. He has over 40 years experience in the commercial real estate field including appraisal, consulting, litigation support, expert witness testimony, development and construction management disciplines.

This highly qualified expert has over 25 years of experience in the commercial real estate finance industry and his expertise includes real estate asset management, mortgage loan servicing, risk assessment and mitigation and relationship management. After receiving his bachelor's degree in Business Administration and Finance from Georgia State University, this expert went on to be a Contract Administrator at the Federal Asset Disposition Association. He then worked as a Contract Specialist at Resolution Trust Corporation before becoming a Director at Kilburn-Young Asset Management Corp. From there, this expert worked as the Vice President of Portfolio Management at CapMark Services LP, where he was responsible for negotiation of servicing and asset management agreements, determination of scopes of work, deal implementation, oversight of complex borrower requests and managing a staff of real estate and portfolio management professionals. For the most recent 15 years, this expert worked as the Vice President and Head of Servicing at Voya Investment Management, where he was responsible for the servicing, administration, and surveillance of commercial real estate mortgage loan portfolios totaling $12+ billion. Currently, he provides consulting services to the commercial lending industry.

This highly qualified expert has over 30 years of experience in the insurance industry. He has served in a variety of roles for various insurance companies, including Property Adjuster, Field Underwriter, Personal Lines District Manager, Commercial Lines District Manager, Territory Manager and Territorial Business Manager. He has first-hand experience in personal lines, commercial lines, farm lines, working with affluent family accounts and providing long-term risk management services to the State of Wisconsin. He holds a BA from Creighton University and has earned eight professional insurance designations. He served as a Faculty Member of the National Alliance For Insurance Education & Research for 14 years. He is also a national speaker in the areas of insurance and risk management, presenting to groups such as Corporate Casual, the COSBE Group, and the National Association of Personal Financial Advisors (NAPFA). He is currently President at a property, casualty and risk management services consulting firm in WI.

This expert has over 60 years of experience in the field of insurance. He earned his BS at David Lipscomb University and is a Licensed Property and Casualty Insurance Agent, as well as a Life and Health Insurance Agent. He a certified Chartered Property and Casualty Underwriter, as well as an Associate in Risk Management. He is active in his field as a member of the National Chartered Property Casualty Underwriter Society, and has published on topics relating to the field of insurance. He has previously served as the Vice President of Tennessee Underwriters, and for the last 17 years has served as the President of an insurance consulting service in Tennessee.

This expert earned his BS in Management Science from Virginia Tech and Executive Graduate Program College of Insurance. This expert also has a number of certifications including certification as a Certified Builders Insurance Agent, certification by the College of Insurance, and certification by the National Safety Council. He is licensed as a Property and Casualty Agent and a Life and Health Agent in North Carolina. In addition, he is the Vice Chairman of the Safety Council of North Carolina. Formerly, this expert has held several vice president positions at various insurance companies, and he is currently the Vice President of Risk Management for a large roofing contractor.

This expert has been practicing in the risk management and insurance industry for over 30 years. Ranked first in her graduating Risk Management class and chosen nationally as a Risk and Insurance Management Society scholar, she has defended both insurers and brokers in many cases involving coverage disputes, lack of coverage and property loss. She is currently the President of her own risk management consulting firm, she regularly manages large Property and Casualty insurance programs for her multinational clients and has received awards such as Outstanding Educator from the Insurance Society of Philadelphia and various national sales awards from her work as a Senior Account Representative with the Hobbs Group.

This expert has over 40 years of experience in the field of insurance. He earned his BA at the University of Iowa, and his MSA at Pepperdine University. He is certified as an Associate in Risk Management and as a Chartered Property Casualty Underwriter. He is active in his field as a member of several professional societies, including the American Association of Insurance Management, and has published and lectured extensively on subjects relating to risk management and insurance litigation. For the last 25 years, he has served as the President and CEO of an insurance consulting firm in California.

For over 25 years, this expert has specialized in environmental risk management and insurance, including cost-of-risk evaluations, insurance underwriting, policy development, claims support & expert testimony, and development and evaluation of solutions for funding and transferring environmental risks. He has deep expertise in environmental insurance underwriting, and works with clients to resolve environmental coverage disputes when they arise, including matters such as related claims, discovery triggers, notification issues, known conditions, disclosures, policy limit provisions, extended reporting, and more. This expert combines an understanding of environmental technical matters with insurance coverage and financial expertise for integrated analyses and opinions.

This highly qualified expert has been involved in the construction services industry for over 30 years. He is a licensed general contractor and real estate broker in North Carolina. He has previously led community engagement and business development efforts for Kellog Brown and Root’s commercial construction unit and has extensive experience in construction supply-chain operations and government / corporate diverse and small business inclusion programs. Additionally, he has worked as a director of two higher education business development programs focused on small business diversity. Currently, he is a consultant for and the former Vice President of Business Development and Community Affairs for a construction services company in North Carolina.

This expert is specialized in analyzing, quoting, binding, and servicing of personal and commercial insurance products and an expert in Safety and Insurance Inspections. He graduated from Mount Saint Mary's University with a Bachelor's degree in Accounting and Business Finance. He began his insurance career as a qualified marketing assistant at Prudential Agency and then moved on to be an insurance counselor at AAA Mid-Atlantic. He is currently a licensed insurance agent in New Jersey, New York, Delaware, Pennsylvania and Maryland and he works as a risk manager at a New Jersey personal insurance agency.

This expert has a thirty year association in the Life and Disability Income Insurance Industry. For twenty-eight years he was associated with The Union Central Life Insurance Company. During that time he was involved in numerous claim/policy service matters and supervised claim litigation. He also conducted California Fraud Training for over twenty years with claim examiners with a concentration in the Bad Faith area. In addition, was a former Life Insurance Sales Agent with Western Southern Life Insurance Company.

This highly qualified expert has extensive experience in commercial real estate, specializing in malls, shopping centers and retail plazas. He earned both his BA and MBA from the University of Chicago and has given lectures at a few universities across the United States. He has previously held many senior level positions including VP of development, real estate, and construction for companies like Macy's, Cole National Corporation, The Taubman Company and the Montgomery Ward & Company. He is currently the principal for a private advisory and consulting real estate practice in Illinois.

This highly qualified expert has over 32 years of experience in intangibles consultative sales and client-facing compliance. He earned his BA in economics from the Virginia Military Institute and his MBA from the College of William & Mary. He is a certified financial planner and business intermediary as well as a chartered life underwriter and financial consultant. This expert formerly served as a financial advisor for Ameriprise Financial and as an independent broker/advisor. He currently works as an author, having recently published a book on successful financial planning.

This qualified expert has over 35 years of experience in real estate. He earned his BA in film and broadcasting from Stanford University. He began his career in real estate with Coldwell Banker Commercial as a real estate portfolio manner. He has been licensed as a real estate broker in California for 36 years, and is a certified property manager and commercial investment member. He is also a LEED-accredited professional. This expert has extensive experience in property management, as he has been the director of property management for La Caze Development Company and the owner of Weiner Property Management. This expert is a distinguished professional in the field, having received Certified Property Manager of the Year from the Institute of Real Estate Management in California. Currently, he works as the executive vice president for a tenant representation brokerage firm in California.

This qualified expert has over 40 years of experience in the field of property management. He earned his BA in history from Stanford University. He holds numerous certifications, which include OSHA construction site safety, property management, commercial investment, and forensic litigation consulting. He is a member of several real estate associations, including the Institute of Real Estate Management and the National Association of Residential Property Managers. This expert began his career in property management as a licensee, investor, and property manager before becoming a real estate broker in the state of California. He also served as a partner for First Affiliated Finance Corporation, as well as the founder and general manager for CRE Property Management. Currently, he serves as a senior associate at an expert witness and consulting firm in California.

This expert has over 25 years of experience in the life insurance industry in southern California and is familiar with post-claims underwriting issues. He earned his BA in psychology from California State University Northridge. He is a certified insurance counselor and fund specialist, and is an associate in both insurance services and personal insurance. He specializes in life, home, and personal insurance. The expert holds agent status with six major carriers, including elite status with Travelers. He is also a member of several associations, including the National Association of Insurance and Financial Advisors and the American Bar Association. He currently serves as is the president and principal agent of a private insurance agency in California.

This qualified expert has nearly 25 years of experience in information technology. He received his BA in urban studies from the University of Pennsylvania. He then earned his MBA, specializing in decision sciences and finance, from the Wharton School of Business. He began his career as a project manager for the global consumer finance branch of GE Capital. While working in this branch, he was also the chief information officer of GE Capital Bank Austria and GE Capital Service Bank in Germany. He then rose to become the vice president of IT strategic initiatives in the global consumer finance branch. He also held the position of vice president of IT development and support for the vendor financial services branch before becoming the chief information officer of the commercial real estate branch. Additionally, this expert has served as the chief information officer for Workforce Opportunity Services and AJC Global. Currently, he serves as a consultant for an information technology and business consultancy based in New York.

This highly-qualified expert has nearly 40 years of experience in electrical engineering. He earned his BSEE with a focus in power and control systems from Healds Engineering College. He is a licensed professional electrical engineer in California and Hawaii, a licensed contractor in electrical, plumbing, and HVAC, and a certified forensic litigation consultant. He is active in his field as a member of the Institute for Electrical Electronic Engineers. This expert has formerly served as an electrical engineer for Reliance Enterprises and Control Systems West, an investment broker for Edward Jones Investments, and an engineering and design manager for MCC Control Systems. Throughout his career, he has also been the owner of multiple electrical contracting companies, including Energy Experts and California Energy Experts. Currently, this expert serves as an electrical designer and forensic engineer for an independent electrical design company in California.

This highly qualified expert has over 25 years of experience in supply chain and logistics, with experience in warehousing and drayage. He earned his BS in business administration, finance, and real estate from California State University at Northridge and is currently holds a New Jersey real estate license. He has formerly served as a sales and leasing executive for Kroll Commercial Realty, as well as team leader and senior loan officer of residential mortgage banks for First Choice Loan Services. Currently, this expert serves as the director of sales and senior leadership team member for a global supply chain company based in New Jersey.

This highly-qualified expert has extensive experience in energy, climate, and environmental insurance. He earned his MBA from the University of Southern California and his LLM from the University of Cambridge. This expert is licensed in Surplus Lines insurance and is a fellow of the Risk Management Society. He has formerly served as an insurance broker for Lloyd's and in several management positions at Sedgwick James and Minet. He also founded and served as the CEO for two successful insurance service firms, International Energy Insurance Brokers and St. Andrews Risk Services. Currently, this expert is the CEO and co-founder of an underwriting company based in California and London, England.