FINRA Expert Witnesses in Georgia

President and CEO of company which specializes in identifying areas prone to slip and fall accidents. He entered the field of slip and fall accident prevention as a participant in the development of a chemical compound. This chemical compound known as Anti Slip Solution would prevent slip & fall accidents when applied to the surface. He currently consults with clients nationwide regarding slip and fall prevention, slip and fall safety programs and maintenance protocol. He also conducts surface testing in slip and fall litigation to determine if the surface in question is suitable for the demands of the environment and the activities conducted. All surface testing is conducted using a BOT-3000E (Binary Output Tribometer) in accordance with the American National Standards Institute (ANSI) and the National Floor Safety Institute (NFSI). The BOT-3000E is a robotic type of tribometer that represents the leading edge of technology in the field of slip resistance. This machine is designed to test both Static Coefficient of Friction (SCOF) as well as Dynamic Coefficient of Friction (DCOF). The test method is referred to as touch down friction� which simulates how a person's foot would contact the floor during normal ambulation. The BOT-3000E is an electromechanical device whose operation and output cannot be effected by the operator, thus making it the first user-independent tribometer. The BOT 3000E also has a data port allowing the operator to download results in PDF format. Surface testing using the BOT 3000E will assist in determining if the surface in question is suitable for the demands of the environment and the activities that are conducted.

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 economics Ph.D. has a broad financial background spanning mortgage-backed securities, asset-backed securities, and structured products. After earning his master's and doctorate from the University of Florida, he became a tenured Associate Professor at the University of South Carolina. The expert eventually began a successful career in finance and served in several senior positions, including as global head of MBS research at two major investment banks, CS First Boston and UBS. He also worked in two senior trading roles focused on whole loans and securities, managing portfolios upwards of $90 billion in those positions. More recently, he was the Product Manager for an MBS and ABS valuation and risk analytics consulting firm. The expert recently started his own business as an independent consultant. In this capacity he has served as an expert witness in cases involving FINRA, the SEC, and the U.S. District Court.

This expert has 21 years experience as Broker Consultant in Insurance & Reinsurance with special expertise in ERISA, and all types of medical stop loss and reinsurance (i.e. Provider Excess Loss and HMO reinsurance, etc.). Active Broker Consultant. Experienced speaker and persuasive writer. Retained for Expert Witness Opinion 37 times. Never been challenged. Helped settle 33 of 34 completed cases without trial. He brings a deep understanding of the managed care field, and ability to explain complex litigation in terms lay people can understand. He received his MBA-HA from University of Miami, holds Adjunct Professor status at a major southeastern university and has taught several seminars on Health Administration in Certificate Programs in Health Administration. He is certified for CME teaching by AMA.

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 is highly experienced in property and broker errors and omissions as well as aviation issues. He attained his Chartered Property Casualty designation and the Accredited Advisor in Insurance designation from the Insurance Institute of America. He graduated from Wellcraft High-Performance Boat Driving School. He is the former VP of the American Motorcycle Association. He has testified in FL, the southern United States, and the Virgin Islands. He does not perform medical malpractice, workers compensation, or personal injury expert witness work.

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 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 is highly qualified in personal and small business finance. He earned his BS in computer science from the University of Southern Mississippi. He then received his MS in personal financial planning from the college for financial planning and his DBA in marketing from Keiser University. He is a certified financial planner and a member of the Financial Planning Association. He has been a financial advisor and an investment services advisor, as well as the investment services director for Community First Credit Union. He also served as the president of A1A Wealth Management, an independent financial planning, wealth management, and small business consulting firm. He was the curriculum chairman for information technology at Robert Morris University and was a part of online faculty for multiple universities teaching personal finance courses. Currently, this expert is a finance professor for an online program for a Florida university and the resident financial planner for a financial wellness company based in Florida.

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.

This highly qualified expert is a senior executive and investment professional with 30 years of experience in his field. After earning his BA in finance from the University of Notre Dame, he went on to complete his MBA in international management at the University of Texas at Dallas. He is a chartered financial analyst and is certified in FINRA Series 7, 24, 53, 63 and 65. This expert has served in many leadership roles throughout his career, including as the international director of Citizens Insurance Company of America, as president of Sunset Financial Services Corporation, the owner and principal at The Immersion Group, and the senior managing director of Horizon Investments LLC. Most recently, he has founded and is serving as the CEO of a corporate services and investment company based in North Carolina, providing strategic business consulting and subject-matter expertise to clients throughout the country.

This highly-qualified expert has over a decade of experience in international trade, customs, and border patrol. She received her BS in health promotion and education before going on to receive her M.M. in management from North Park University. This licensed customs broker previously worked at United States Customs and Border Protection in Miami and Newark as an import specialist and senior import specialist. Thereafter, she took a position as a supervisory import specialist and course development instructor at the Federal Law and Enforcement Training Center in South Carolina. She currently works as an intermittent customs advisor for a federal treasury office while also owning and operating an international trade consulting company focused on training and workshops relating to import compliance.

One of the largest program underwriters of logistics insurance nationally and a pioneer of state-of the art coverages. Main logistics specialization is truck brokers.