Institutional Brokerage Experts
Search Related Disciplines:
Brokerage, Institutional Review Boards (IRBs), Retail Brokerage
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Expertise Description: Experienced in all aspects of the financial services industry with unique and unparalleled hands on experience in hedge funds, mutual funds, and investment management. Has been working on Wall Street for more than 15 years and is fluent in aspects of retail and institutional brokerage, the securities markets, and fixed income and equity securities. Throughout his extensive career, he has worked in institutional brokerage, money management, and mutual fund and... » Read Complete Profile
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Expertise Description: M.A.I., C.P.M. - Experienced in real estate appraisal and real estate brokerage issues; has over 20 years experience in the real estate industry with a background in brokerage, appraisals, property management, asset management and investments... » Read Complete Profile
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Expertise Description: C.P.M. - Over 30 years experience in property management and real estate brokerage issues in California and Texas. Areas of expertise include real estate management, development & redevelopment, facility management (commercial multi-family structures), start-ups-new or special projects & reorganization, leasing, negotiations, client & tenant relations, tenant improvement supervision & management, Tenant in Common or 1031 issues, bankruptcy, debtor in possession, and foreclosures. Prior expert witness experience. Consultations, depositions, and courtroom... » Read Complete Profile
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Expertise Description: Consulting expert with more than 23 years experience in the field of Insurance, including combined insurance brokerage and executive senior corporate counsel experience. Over 12 years executive management experience with international, large regional, and financial institution-owned insurance brokerages. More than 11 year senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world for two of the largest international... » Read Complete Profile
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Expertise Description: C.P.C.U. - Consulting expert with more than forty-five years of experience in insurance underwriting, marketing, brokerage, and consulting. Expertise in property insurance includes: building, stock, furniture and fixtures, tenants improvements, accounts receivable, valuable papers, business interruption, extra expense, rental income, contingent business interruption, and all risk, including earthquake and flood perils, boiler and machinery, and inland marine coverages. Expertise in liability insurance includes: automobile, contractual, general, liquor, products, umbrella, and... » Read Complete Profile
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Expertise Description: Expertise in Finance and Corporate Accounting with more than 15 years in the field. Finance experience includes: mergers and acquisitions, due diligence, public stock offerings, public bond offerings, investment management, BOD and executive committee reporting, internal and SEC financial reporting, audit, forecasting and budgeting, internal controls, credit, debt restructuring, and global risk assessment. Real estate experience includes: investment in property, rental and tenant management, evaluation of Home Owner Association, BOD... » Read Complete Profile
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Expertise Description: R.F.C. - Expert Witness / Consultant in litigation and arbitration, nationally (17 states), involving securities, insurance, annuities and taxation. Expert has been qualified and has testified as a Securities Industry Expert Witness before the State Court in CA and serves as an NASDR arbitrator... » Read Complete Profile
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Expertise Description: Experienced in forensic accounting, business valuation, and economic loss damages. Over 24 years of experience in forensic accounting. Representative cases include lost profits, breach of contract, intellectual property damages, trade secrets, personal injury, labor and employment, marital dissolutions, corporate and partnership dissolutions, shareholder disputes, business valuation, fraud, embezzlement, arson for profit, bankruptcy, business interruption, wrongful death, class action analyses, construction costs review, construction delay claims, workers compensation fraud, inventory /... » Read Complete Profile
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Expertise Description: Consulting expert with more than 40 years of wide-ranging experience in the insurance industry. Expertise includes: insurance, risk management, insurance fraud, property insurance, life insurance, disability insurance, excess and surplus lines insurance, homeowners insurance, and workers compensation. Additional expertise in aviation insurance, marine insurance, yacht insurance, liability insurance, errors and omissions insurance, bad faith, insurance claims, excess and umbrella insurance, offshore insurance, duty of care insurance, and custom and practice... » Read Complete Profile
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Expertise Description: JD, CPCU, ARM, AIC – Consulting expert with over 20 years experience in Insurance & Risk Management. Expertise includes: standard of care for agents and brokers, insurance broker management, systems and procedures, insurance industry customs & practices, insurance carrier/broker relationships, and insurance carrier bad faith. Coverage areas of expertise include: commercial & personal lines of property and casualty insurance, professional liability and errors & omissions insurance, directors & officers liability... » Read Complete Profile
