FINRA Expert Witnesses in Ohio

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 highly-skilled expert has nearly 15 years of experience in corporate bond trading, operations, and compliance. He holds a bachelor's in business administration from Temple University, is a certified scrum master, and is licensed in FINRA series 7, series, 63, and series 57. He started his career as an associate for emerging market fixed income sales at HSBC Global Banking and Markets, where he later became the vice president of emerging markets debt trading. He then went on to serve as a director at Investment Placement Group and as the vice president of emerging market debt trading at both Bank Leumi and Ramirez & Co. He is currently the co-founder of a finance technology company focused on equity purchasing.

This highly qualified expert has nearly 30 years of experience in the real estate industry, with much of his work focusing on residential real estate, buyer representation, and seller representation. He earned his BBA in accounting from the University of Texas and is certified by Weichert Realtors in relocation training. Additionally, he has completed trainings on broker franchising, buyer needs assessment, effective property selection, and buyer representation and negotiation. This expert is licensed as a realtor in Indiana and Michigan. He began his career in the real estate industry as the owner and a broker for ERA Brokers Associates, a startup real estate company. He then served as a partner and broker of Prudential One Realty and a broker-associate for Coldwell Banker Anchor Real Estate. Currently, this expert serves as a broker-associate for a real estate company in Indiana.

This highly-qualified expert has nearly 15 years of experience in the financial services field, with his work involving financial planning, security valuation, portfolio management, insurance planning, and investment selection and transactions. He received his BS in psychology from the University of Michigan before earning his BBA from Michigan State University and recently went back to school to earn his MBA from the University of Michigan. He has formerly served as a financial advisor and the associate vice president of the KSG Group for Morgan Stanley before serving as the vice president for Fisher Investments. Currently, this expert is the owner of a small business consultancy in Michigan.

This expert is the President and CEO of a philanthropic trust, which she has transformed into one of the largest fundraising and grantmaking institutions in the U.S., raising more than $4 billion in contributions, making more than 90,000 grants to charities in 57 different countries, and crafting partnerships with some of the largest banking institutions in the world. She is a nationally recognized expert on charitable and planned giving having been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She has received numerous industry honors, most recently the Association of Fundraising Professionals' 2014 Outstanding Fundraising Professional.

This highly qualified expert has 25+ years of experience in the Oil & Gas industry developing and implementing tactics and strategies to optimize utilization of assets and maximize ROI. He has four years of consulting experience in E&P, with an emphasis on Natural Gas drilling costs and Enhanced Oil recovery and insights in Upstream oil trends. His has also experience on Wall Street with a boutique brokerage firm with exposure to securities, fixed income and alternative investment markets such as Master Limited Partnerships, REITs and Derivatives. He has extensive experience in Crude Oil, Refined products and Natural Gas value chains, pricing, risk mitigation, trading and economics. His technical skills lie in feed-stock selection, refinery production optimization, oil trading, pipeline scheduling and downstream asset management. His core business skills are honed in client relationships, business development, proposal writing and contract negotiations.