Broker Expert Witnesses in New York

This expert has over 40 years of experience in every area of investment banking, including Mergers and Acquisitions (including LBOS and recapitalizations), Fairness Opinions, Adequacy Opinions, Solvency Opinions, Valuations, Damage Issues, Fiduciary Issues, Advice to Special Committees of Boards and Trustees, Due Diligence and Disclosure Issues, Financing of debt and equity both public and private, Leasing and Real Estate Financing, and many other areas. He graduated with honors in economics from Princeton University, followed by graduating at the top of his class in the MBA program at New York University (NYU) Business School. Until 1990, this expert served as an investment banker at Dillon, Read & Co. Inc., one of the most prominent American investment banks of the twentieth Century. Joining the firm as an associate, he became a Vice-President, then Senior Vice-President, and was elected Managing Director in 1982. In November 1990, he resigned from Dillon, Read & Co. Inc. to pursue a new business opportunity. From October 1993 through February 1995, he served as President and CEO of Gulf USA Corporation, shepherding it through a reorganization process, and as a Director of Gulf Resources Pacific in New Zealand, a 90% owned subsidiary and one of the largest commercial real estate companies in New Zealand. He also served as an advisor to certain corporate finance departments of medium-size investment banks, including Gruntal Capital Markets. In addition, he served on certain boards of directors. This expert is currently a Senior Director at a boutique investment bank with both U.S. and foreign clients.

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 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 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 expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.

This expert has been a full time realtor for 31 years, and has owned and operated her own real estate brokerage firm since 1992. She is a certified residential brokerage manager, certified residential specialist, graduate of the Realtor Institute, accredited staging professional, and a senior real estate specialist. This expert is also the former president of the NJ Association of Realtors and the former president of the Ocean County Board of Realtors. She is currently a Director of the NJ Association of Realtors, and a director of the National Association of Realtors.