Credit expert witnesses analyze consumer and commercial credit practices, lending decisions, and account histories. They are often former bankers, credit risk analysts, compliance officers, or credit reporting professionals who assess underwriting standards, scoring models, disclosure practices, and adherence to industry regulations and institutional policies.
Financial Services and Insurance CFP Expert Witness
Financial Services and Insurance CFP Expert Witness
- Review Fee
- $550/hr
- Deposition Fee
- $550/hr
- Court Fee
- $550/hr
This expert has over 30 years of experiences with securities, investments, and insurance at the financial advisor, supervisory, and managing principal level. He has his producer's license in life, accident, and health insurance, is a certified financial planner, a chartered financial consultant, and a chartered life underwriter. He is also a member of numerous prestigious organizations in the insurance and financial services fields. This expert is is a former agency manager at John Hancock Financial Services, former managing principal at Waddell and Reed and a former Adjunct Professor in the department of finance at the University of Connecticut. He is currently an adjunct professor in financial management at a top university and the founder/consultant at a securities, insurance, and financial services expert witness and litigation consulting firm.
President, An association for securities experts
Bachelor of Science (BS), Southern Connecticut State University
Bedford,
New Hampshire