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Financial Services Consulting Expert Witness
Financial Services Consulting Expert Witness
Owner, The Swivel Group
(***)***-****
Longmeadow,
Massachusetts
Expert Qualifications
This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.
Fee Data
$350/hr
Review Fee
$385/hr
Deposition Fee
$500/hr
Court Fee
Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.
Litigation History
2
Case Reviews
2
Testimonies
3
Depositions
Work History
Status | Job Title/Role | Department/Division | Organization |
|---|---|---|---|
Current | Founder and Managing Partner | — | Financial Advisor Networking Company |
Current | CEO | — | Financial Services Consulting Firm |
Former | VP of Business Development | — | Associated Securities Corp. |
Former | Director of Recruiting | — | First Financial Planners, Inc. |
Former | Owner | — | The Swivel Group |
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