Credit Expert Witnesses in California

This expert has over 35 years of experience in the banking, finance, investment, and brokerage business. He earned his BA in philosophy, economics, and accounting from Pomona College and is licensed as both a California Real Estate Broker and California Finance Lender and Broker. He is a member of the National Association of Realtors and the California Association of Realtors. He formerly served as a commercial loan officer at Bank of America, as the chief financial officer of Engineered Equipment Company, and as the senior vice president of Mellon Bank and Regents Bank. This expert is currently the president and CEO of a commercial real estate lending company in California.

This title insurance expert spent nearly a decade as a title searcher, title examiner, and title officer before pursuing a 20 year career as an underwriting counsel. He has a keen understanding of how title insurers evaluate risk and interpret their policies. He has represented numerous clients in title insurance claims. A former vice chair of the Title Insurance and Surveys Committee of the American Bar Association, he earned his JD at the Thomas Jefferson School of Law and maintains a consulting practice focused on title insurance and real estate.

This expert has 39 years experience in the insurance and risk management industry. He consults for businesses and attorneys, and serves as an insurance expert witness or risk management expert witness when needed. In risk management, he has extensive claims consulting, auditing, and loss control experience. He has a focus in Casualty Insurance Lines Including General Liability insurance and Workers Compensation. Additionally, he holds the Chartered Property & Casualty Underwriter (CPCU) designation, Associate in Risk Management (ARM), Associate in Claims (AIC), and Accredited Advisor in Insurance (AAI).

This highly qualified expert has spent over 50 years working in blood banking and transfusion medicine. He earned his M.D. from UCLA, where he also completed his internship. The expert finished his residency in medicine in the San Francisco area, at UC Hospitals and San Francisco General Hospital. He is Board Certified in Internal Medicine and Blood Banking, and he is licensed in California and New York. The expert previously served as the Medical Director and Chief Executive Officer at BloodSource, a multi-location blood bank in California, from 1983 until 2004. He was also a Clinical Associate Professor of Pathology at Uniformed Services University of Health Sciences and Georgetown University School of Medicine; he continues to teach at a university in California. The expert is a member of the American Association of Blood Banks and a Past President of the International Society of Blood Transfusion.

This insurance expert has been working in the industry since 1974. He earned his BS from California State University, Fresno and is a licensed chartered property casualty underwriter and a casualty claim law associate. He previously held positions at Devonshire Group, West Coast Casualty Service, American States Insurance Company, and AIM Insurance Company, among others. He has served as an independent consultant and adjuster for the last 13 years.

This expert has over 40 years of experience in the field of insurance. He earned his BA at the University of Iowa, and his MSA at Pepperdine University. He is certified as an Associate in Risk Management and as a Chartered Property Casualty Underwriter. He is active in his field as a member of several professional societies, including the American Association of Insurance Management, and has published and lectured extensively on subjects relating to risk management and insurance litigation. For the last 25 years, he has served as the President and CEO of an insurance consulting firm in California.

For over 25 years, this expert has specialized in environmental risk management and insurance, including cost-of-risk evaluations, insurance underwriting, policy development, claims support & expert testimony, and development and evaluation of solutions for funding and transferring environmental risks. He has deep expertise in environmental insurance underwriting, and works with clients to resolve environmental coverage disputes when they arise, including matters such as related claims, discovery triggers, notification issues, known conditions, disclosures, policy limit provisions, extended reporting, and more. This expert combines an understanding of environmental technical matters with insurance coverage and financial expertise for integrated analyses and opinions.

This expert has over 25 years of experience in the life insurance industry in southern California and is familiar with post-claims underwriting issues. He earned his BA in psychology from California State University Northridge. He is a certified insurance counselor and fund specialist, and is an associate in both insurance services and personal insurance. He specializes in life, home, and personal insurance. The expert holds agent status with six major carriers, including elite status with Travelers. He is also a member of several associations, including the National Association of Insurance and Financial Advisors and the American Bar Association. He currently serves as is the president and principal agent of a private insurance agency in California.

This highly-qualified expert has nearly 30 years of experience in the consumer, retailing, technology, and healthcare industries in areas such as mergers and acquisitions, the valuation of public and private companies, stock option valuations, severance package valuations, and C-suite compensation. He received his BA in economics and political science from Claremont McKenna College before earning his MBA from Harvard Business School. He also earned a certified director certification from the UCLA Anderson School of Management. This expert has formerly served as the vice president of investment banking at Donaldson, Lufkin, & Jenrette and Wertheim Schroeder & Co, as the CFO of Bodega Latina Corporation, DDD Group, and Hypertension Diagnostics Inc. While working with Hypertension Diagnostics, he also served as the chairman and CEO. He has also been a board member for several companies, including HDi Plastics, HitFix, and Specialty Commodities. Currently, this expert serves as a board member for a retail technology company in Texas and a privately-owned drug retailer in Washington state.