Expert 364583 - NC


Expertise Description

I have more than 45 years experience in the Fiduciary and Trust Services Industry. My expertise includes estate management, securities and financial advisement, review of trust accounts, and management of money sales training program. I have over 5 years expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise


Consulting Experience

My consulting services include: Training financial consultants to capture new trust assets and retain existing client trust assets with their accompanying revenue stream; Development of strategic marketing planning for promotion of charitable remainder trusts / life insurance trusts; Annual review of all trust accounts for consistency with state investment objectives and issues of suitability.


Professional Experiences




Education

DegreeSubjectInstitution
L.L.B.University of Virginia School of Law
B.A.Cornell University
A.B.A.National Trust School

Licenses Certifications

Financial Industry Regulatory Authority (FINRA)
Series 7 (General Securities License)
Series 24 (Registered Principal)
Series 63

Awards & Affiliation

Primary Affiliation

North Carolina Bar Association


Partial List of Consulting Expert Witness Cases



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