Management Expert Witnesses in Connecticut

This highly qualified expert has 25+ years of experience in the Food & Consumer Products Industry. He is a certified management consultant and received his M.B.A. in Marketing from Iona College. He started working as a Senior Partner and Director of Case & Company and furthered his career as the Vice President for Cresap's Food and Consumer Products Practice. This expert is recognized for creating the Integrated Buying and Inventory System (IBIS), a buying and inventory management computer system which combined turn, promotion and forward into a single order of purchase. He has presented for several national food organizations and is an active member of the Strategic Leadership Forum and Institute of Management Council among many others. He has extensive experience with supply chain, operations and strategy, serving as an advisor regarding modeling the costs of food service industries and manufacturing. Currently, he is the President and Founder of a general management consulting firm that focuses on the needs of the Food and Consumer Products Industry. His clientele includes Retailers, Wholesalers, Manufacturers and Distributors worldwide.

This expert is certified in: CEM* Certified Emergency Manager by International Association of Emergency Managers. CPP* Certified Protection Professional by ASIS International (American Society for Industrial Security). CHS-V* Certified, Homeland Security-Level 5 by American Board/Certified Homeland Security. CBCP* Certified Business Continuity Professional by Disaster Recovery Institute International. CSI-ML: Certified Safety Instructor-Master Level by World Safety Organization. HSEEP* Homeland Security Exercise & Evaluation Program: Trained 24-Hour Practitioner by FEMA. CNTA: Certified in National Threat Analyst by American Board/Certified Homeland Security. IAC: Intelligence Analyst Certified by American Board of Intelligence Analysts. MOAB* Managing Violent & Aggressive Behavior Certified Trainer by MOAB International. CHSP* Certified Healthcare Safety Professional by Board of Certified Hazard Control Management. CHEP* Certified Healthcare Emergency Professional by Board of Certified Hazard Control Management. CSHM* Certified Safety & Health Manager by Institute for Safety and Health Management. CESCO: Certified Environmental and Safety Compliance Officer by National Registry of Environmental Professionals. CHCM* Certified Hazard Control Manager by Board of Certified Hazard Control Management. CFC* Certified Forensic Consultant by American College of Forensic Examiners International. CIPS* Certified Infrastructure Protection Specialist by National Registry of Environmental Professionals. CSSM* Certified in Security Supervision and Management by International Foundation of Protection Officers. CSC: Certified Security Consultant by International Association of Professional Security Consultants. CAS: Certified Anti-Terrorism Specialist by Anti-Terrorism Accreditation Board. TFCT3: Trained Field Controller, TOPOFF 3 by DHS. CERT: Community Emergency Response Team by FEMA. CHSEMR: Certified Homeland Security Emergency Medical Response by American Board/Certified Homeland Security. CMC* Certified Management Consultant by Institute of Management Consultants. *Board Certification

This experienced finance professional has background in portfolio and trust management, mutual funds, and hedge funds over a 45-year career. He earned his B.S. from the University of Pennsylvania and his M.B.A. in Finance from Harvard University. He holds several industry credentials; the expert is a Registered Investment Advisor, a Chartered Financial Analyst, and a FINRA Arbitrator. The expert began his career at J.P. Morgan before joining Citibank, where he eventually served as the Chief Investment Officer of the Global Private Bank overseeing a total of $20 billion in assets. In addition, he spent 11 years as the Chief Investment Officer of IBJ Schroder Bank and Trust, supervising 20 investment professionals serving private clients in the U.S. and Asia. The expert now supports attorneys, individuals, banks, investment advisors, broker-dealers, corporations, and the SEC in investment matters.

This expert is currently working through her consulting company, within the Pharmaceutical Industry as a consultant, providing guidance and service for all aspects of Regulatory Affairs for the entire product lifecycle of drugs and biologics from discovery to approval/launch and post-marketing. In addition, providing expertise in business development pertaining to regulatory intelligence and regulatory due diligence. Her experience includes serving as a member of the Management Team (SVP RA) for three small companies developing novel drugs and biologics, and building and leading a product compliance organization (RA, QA and CQA) for a small biotech company, including approval of their first monoclonal antibody product, while serving in a leadership role on the Management Team. Prior to that, have led regulatory activities for several NDAs (leading to marketed products), INDs and post-marketing regulatory activities in 3 large pharmaceutical companies. She has 5 years experience in small molecule API process development and a PhD in medicinal chemistry and is a frequent contributor to various Industry programs. Specialties: All aspects of Regulatory Affairs for entire product lifecycles for small molecules and biologics, including: -IND/NDA/BLA submission management, prosecution and strategy -FDA meetings -Regulatory Liaison activities -Ad/Promo review and advising -CMC

This highly qualified expert has 25 years of law enforcement experience, ten of which included police management. Prior to retirement, this expert was Chief of Police of the Waterbury Police Department, where this this expert helped to develop crime prevention and community policing strategies and ended three consecutive years with a budget surplus. This expert has won several awards, including Humanitarian Award, Police Officer of the Year and Person of the Year Award, from local community organizations. Now, this expert serves as a liaison at a law enforcement consulting firm, while running a private investigations firm.

Robert Marcarelli is a well-known and respected chef, manager and restaurant consultant known throughout the Connecticut area. He has over fifteen years of hands-on business experience in restaurants, retail, catering, and the hospitality industry and over 20 years in business management. Robert’s experiences of working in the front and back of the house are what give him the competitive edge in our consulting field. Those skills, and specifically, his passion for taking an individual’s vision and developing it into a business plan, design, and brand name, set Robert apart in the industry. That was the driving force behind his past endeavors, including starting Pi LLC. Restaurant Consulting in 2005. Robert has been personally involved in various complex and of-the-moment hospitality concepts. His experience ranges from quick serve to fine dining, such as: a High Volume Brick Oven Pizza Restaurant, Gourmet Markets, Night Clubs, Banquet Facilities, an award winning Italian Bistro and Wine Bar, Connecticut’s First Green Certified Restaurant, a national known Soda Manufacturing Company, a NY TIMES rated “Excellent” Seafood Restaurant and more. He brings with him a deep knowledge of current food trends, award winning hospitality and of course, the network of Connecticut’s business leaders, leading Restaurant Groups, and the Industry’s best: Chefs, Managers and Professional Staff he has built lasting relationships with during his years of practice.

This C-level financial executive has 35+ years of experience in investment banking, capital markets, private equity, and business development. He is an expert in the global alternative investment industry with a BS from Boston University, an MBA from Stern at NYU, and the Level I CAIA certification. He is also a regular speaker on the international alternative investments conference circuit and has contributed to various industry publications. Most recently, the expert served as a Senior Advisor for Prospect Capital Management. He was previously the Managing Director and Global Head of Strategic Business Development at Alphabridge Capital Management and also served as a Senior Vice President with WR Group Holdings. He began his career in various I-banking and private equity positions, including roles with Merrill Lynch and National Westminster Bank.

This highly qualified expert has nearly 40 years of experience in his field. He received his BS in mathematics from Denison University and his MBA in finance from the University of Michigan. He was the founder and CEO of three successful insurance software companies over the course of nearly 30 years. He has also formerly served as the VP of national accounts for Republic Hogg Robinson, the senior VP of strategy and CIO of Adjustco, and the president of the claims software division for Insurity. Currently, this expert serves as the managing director for an insurance software consulting company in Connecticut.

This highly-qualified banking and finance expert has nearly 50 years of experience in the field. He earned his BA in economics from Pace University and completed graduate studies in finance at New York University. He currently holds a Series 65 registration and has previously held both Series 7 and 24 registrations. He is active in his field as a member of the executive advisory board for St. John's University's Department of Accounting and Taxation. For over 30 years, he worked at JP Morgan Chase in several roles. Most notably, he served as the head of market, credit, and operational risk for Chase asset management, the head of international funding for Chase's Manhattan Bank, and the managing director and head of fiduciary risk management. Throughout his career, he has gained experience in areas such as treasury management, financial markets, asset management, foreign exchange, derivatives, risk management, and fiduciary roles and responsibilities. Currently, this expert is the principal consultant for a risk management firm in Connecticut.

This highly-qualified expert has over 40 years of experience in the area of domestic and offshore personal trusts. He received his BS in business administration from Northeastern University before earning his MS in management concentration from the Alfred P. Sloan School of Management at MIT. This expert worked with Citigroup for nearly 30 years, serving in a variety of roles including lending officer, vice president of the institutional recovery management department, senior risk manager, chief fiduciary officer, and chief trust officer. At Citigroup, he had full fiduciary responsibility for Citigroup Trust, the successor organization to one of the country's oldest trust businesses, and he oversaw several thousand trusts. He worked with portfolio managers to monitor fixed income, equity, and alternative investment portfolios. He also headed the trust advisory committee, which approved all new businesses and all discretionary distributions. Currently, this expert is a personal trusts consultant.

This licensed paramedic has over 37 years of EMS experience with 22 years in an administrative capacity. In addition, he has a plethora of certifications including EMS instructor, OSHA compliance instructor, and Emergency Vehicle Operator Instructor (EVOC). Finally, he has held several extremely prestigious EMS related positions including the Director of Emergency Management for Portland, CT before opening his own EMS training firm.

This expert is experienced with fatality, catastrophic injury and personal injury cases. He holds multiple certifications in occupational safety & health and OSHA compliance. Expertise includes forklifts, boom lifts, scissor lifts, fall protection, machine guarding, work zones, scaffolds, excavations. He specializes in applying OSHA General Industry regulations, OSHA Construction regulations, and safety-related national consensus standards to working conditions. He frequently performs health & safety and OSHA-related inspections, audits, and assessments. He specializes in conducting hazard analysis and recommends corrective actions to reduce or eliminate these hazards. He trains workers, management and senior management, and helps clients assess and improve their safety management systems. He is a frequent speaker at conferences and webinars.