Financial Planning Experts
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Real Estate Financing, Gap Finance, Life Care Planner, Financial Furcating, Financial Investigations, Business Planning, Commercial Finance, Financial Forecasting, Dental Case Management / Treatment Planning, Facility Planning and Design, Financial Services, Planning, Public Finance, Sports Finance, Master Planning
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Expertise Description: MBA / MHA – Consulting expert with more than 35 years experience in Healthcare Management Consulting, Litigation Support, & Hospital Operations. Extensive involvement in complex healthcare-related litigation pertaining to third party billing disputes, identification of breach of standards of care in the operation of hospitals, nursing homes and ambulatory care environments, physician credentialing in both hospital and managed care organizations, hospital and medical staff bylaws, interpretation of JCAHO standards, negligent... » Read Complete Profile
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Expertise Description: MBA, CLU, AEP – Consulting expert in Insurance and Finance with more than 25 years experience in the field. Expertise includes: standard of care involving representations, presentations, sales and placement of life insurance products by licensed agents and Registered Representatives (who sell life and annuity products qualifying as “securities”); supervision issues of broker dealers and their registered representatives; suitability issues surrounding the sale of securities by registered representatives; assessing and... » Read Complete Profile
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Expertise Description: Consulting expert specialized in finance and accounting with more than 35 years experience in the field. Experience includes sourcing, manufacturing, distribution, and retail of consumer products including apparel, footwear, housewares, hardware, and appliances. Key strengths include: international business; mergers and acquisitions; public and private financing; investor relations; management information systems; and strategic planning. Credentials include an MBA and CPA, and is an adjunct professor of accounting and finance at the... » Read Complete Profile
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Expertise Description: CEO and principal analyst of a research organization specialized in providing insights about the printing and imaging industry with 20 years experience leading companies in this field. In previous positions with other companies, was responsible for product marketing, channel development, and pricing strategies. Experienced with developing high-volume and high-value production, creating vertical market business programs, and launching new pricing initiatives. Master of Arts in International Studies. Bachelor of Arts in... » Read Complete Profile
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Expertise Description: C.E.B.S, C.F.P., C.M.F.C., C.R.P.S. - Consulting expert specializing in Financial Planning, Employee Benefits, and the Employee Retirement Income Security Act (ERISA). President of a financial planning and employee benefits consulting firm serving clients throughout the U.S. Firm provides advice to fiduciaries and plan sponsors regarding their obligations under Title I of ERISA and litigation support to employee benefit attorneys. The firm is a registered investment advisor and provides investment advice... » Read Complete Profile
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Expertise Description: C.P.A., C.F.F., C.F.E., M.C.J. - Expert accountant experienced in assistance to counsel in litigation strategy and quantification of damages. Areas of expertise include: internal and external fraud examination, fraud prevention consulting and training, financial auditing and forensic accounting, business valuation, and tax planning and compliance. Certified Public Accountant (C.P.A.). Certified in Financial Forensics (C.F.F.). Certified Fraud Examiner (C.F.E.). Master of Criminal Justice (M.C.J.). Prior expert witness experience. Consultations, depositions, and... » Read Complete Profile
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Expertise Description: D.D.S., M.B.A., J.D., LL.M. - Consulting expert specializing in Oral Surgery and Dentistry. Expertise includes facial surgery, maxillofacial surgery, orthodontic surgery, orthognathic surgery, trauma, pathology, extractions, temporomandibular joint disorders, and local anesthesia and general anesthesia. Member of American Bar Association. Member of State Bar of California. Retired Fellow, American Association of Oral and Maxillofacial Surgeons. Retired Fellow, American College of Oral and Maxillofacial Surgeons. Retired Fellow, Western States Association of... » Read Complete Profile
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Expertise Description: M.B.A. - Consulting expert specializing in identifying and understanding trends in the financial services industry. Expertise includes: electronic commerce, strategic planning, market research, product management, market analysis, product and service launches, communications, technology evaluation, identity theft and fraud services, and electronic banking. A frequent keynote speaker, distinguished published writer, and consultant. Prior expert witness experience... » Read Complete Profile
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Expertise Description: M.S. - Experienced in forest valuation and appraisal, timber harvest scheduling models, land management planning, forest economics, forest growth and yield, forest biometrics, timberland management, timberland acquisition and disposition, and public forest policy. Clients include federal, state, Tribal and private timberland owners and managers, financial institutions, trade associations, and environmental organizations. Modeling expertise includes simulation, optimization, and heuristics. Master of Science, Forest Science / Economics (M.S.). Prior expert witness experience... » Read Complete Profile
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Expertise Description: B.S. - Information technology expert, specializing in national and international business issues. Expertise in I.T. includes: analysis of input to identify new revenue opportunities; applications for financial analysis; business process / programming projects; efficiency / market position / profitability enhancements; information systems selection and implementation; needs analysis / programming / project implementation; project definition / planning / management; revenue analysis; and tracking systems. Invited speaker and published author. Prior expert... » Read Complete Profile
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Expertise Description: B.S., M.B.A., C.P.A. - Certified Public Accountant (C.P.A.) and finance expert with experience in insurance and financial operations of multi-million dollar, international companies. Insurance expertise includes: aviation / casualty / property insurance; reinsurance; and underwriting. Financial expertise includes: acquisitions / divestitures / mergers; auditing; financial planning / reporting; human resources (performance measurement, executive compensation, pensions); marketing; medical technologies; merchant banking; risk management; and venture capital investing. International business experience. Expert... » Read Complete Profile
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Expertise Description: Ph.D., F.A.A.M. - Consulting pharmaceutical executive, with extensive knowledge of all phases of drug development, including product approval, manufacturing, labeling, marketing, and distributing. Areas of pharmaceutical expertise: biotechnology; clinical development; compound evaluation; dosage forms; drug regulatory affairs; facility compliance; F.DA. approval process; laboratory and manufacturing audits; licensing; medical devices; medicine in the media; microbiological development; microbiology; national and international pharmaceutical projects; patent infringement; pre-clinical / clinical studies; production monitoring; quality... » Read Complete Profile
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Expertise Description: B.S. - Practicing food and hospitality consultant, specializing in food service programs with experience as a food broker, multi-unit restaurant manager, concessions manager, and in institutional public school operations. Expertise includes: personnel management; distribution and bids; cafeteria design and layout; food service ergonomics; regulation compliance; budgeting; financial analysis and planning; purchasing; sanitation control procedures; wellness plans; safety procedures; and operational analysis. Expert witness consultations, depositions, and courtroom testimony... » Read Complete Profile
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Expertise Description: Thirty years experience in water utility issues. Areas of expertise include: operations, production, and maintenance; financial planning and analysis; labor relations with major emphasis on construction; evaluation of water and waste water plants to ensure compliance with bond indentures; management of construction projects relating to treatment plant structures, basins, major pipelines, and distribution facilities/buildings; as well as, a wide variety of commercial construction projects unrelated to water utility facilities... » Read Complete Profile
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Expertise Description: Experienced in the restaurant and foodservice industry. Expertise includes evaluation of restaurant concepts and market positioning, site analysis and market research, restaurant business valuations, strategic planning, budgeting and profit forecasting, market studies, break-even analysis and preparation of most likely prospective financial analysis, operational analysis of management controls for profit improvement, accounting and financial planning for franchise restaurants and foodservice outlets, design and implementation of franchise audit programs, as well as... » Read Complete Profile
