Broker Expert Witnesses in Tennessee

This expert has over 39 years of insurance, reinsurance and risk management experience. He has worked as an underwriter, a retail agent, a wholesale broker, a reinsurer, an intermediary, a consultant and as an expert witness. His areas of expertise include all forms of property & casualty insurance, the usual and customary practices of the industry, the standards of care and reasonable expectations of parties within the industry, alternative risk transfer techniques and methods including, self-insurance and captive insurance companies; reinsurance, marketing distribution systems within the industry and the roles, responsibilities and functionality of agents, brokers, underwriters, managing general agents, underwriting managers, reinsurers, and the interplay and relationship between all of them.

This logistics professional currently works for a freight services company in Arkansas. He entered the industry in 2003 and has spent 12 years dealing with customers, carriers, and insurance companies. The expert is a Certified Transportation Broker by the Transportation Intermediaries Association. He is also on the Board of Directors of the Transportation & Logistics Council.

This expert was a financial advisor for seven years and a supervisor of financial advisors for twelve years. As a supervisor he served as a sales manager, office manager, regional sales manager, and complex director. He managed over a thousand different advisors in different capacities over his time at Merrill Lynch. He held series 7, 9, 10, 63, 65 and insurance licenses in his capacity as supervisor. During his career he has testified in courtroom, deposition, arbitration, and mediation situations. He has dealt with regulators, attorneys, clients, judges, mediators, and advisors in all of these situations. This expert has a BA in Political Science and an MBA with a marketing concentration, both from Vanderbilt University.

This expert has over 40 years full-time real estate appraising experience involving all types of properties. He is a licensed Real Estate Broker in KS and MO and a licensed Gneral Real Propert Appraiser in KS, MO, and CO. Additionally, he is an instructor for CLE appraisal and real estate classes in 7 states. He recently conducted a CLE course titled "Handling Eminent Domain Cases in Missouri and Kansas". He is currently the owner and principal appraiser at an appraisal consultancy based in Kansas City, MO.

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 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 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 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 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 expert has demonstrated experience in the fields of economics, telecommunications, and estate planning. He earned both his BA in management and business and his MA in economics from North Carolina State University. He is a certified estate advisor and a registered financial consultant. Additionally, this expert holds licenses for life, health, and accident insurance, long term care insurance, and Medigap supplemental insurance. He is active in his field as a member of several organizations including the International Association of Registered Financial Consultants and the National Association of Financial and Estate Planners. He previously served as a supervising field engineer for General Telephone Corporation, a staff engineer for Concord Telephone Company, the director of marketing and strategic planning for Tel-Amco, an investment broker for A.G. Edwards & Sons, general manager for GVNW, and executive director of marketing for Madison River Communications. For over 20 years, this expert has served as the president of a marketing and telecommunications consultancy in North Carolina.