FINRA Expert Witnesses in New Jersey

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space.

This qualified expert of Moving and warehousing, Small business finance, Logistics, and Car Wash Operations obtained his BA in Chemical Engineering from the Malmoe Technical College, his MBA in Financial Planning and Marketing from the University of Lund, and his MBA in Organizational Behavior from the University of California, Riverside. He is the former owner of Bekins Moving & Storage with 15 Years of CEO experience, Char EM LLC where he has 5 years of experience of managing a successful Car Wash, Lube, Detail, and Tinting Center and is now a Consultant for a Private Consulting Firm.

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.

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.