Finance Expert Witnesses in Tennessee

This expert has 13 years career experience in the mortgage industry. He attended The University of Louisville College of Business majoring in Finance, with minors in Accounting & Economics. Then he went on to earn certifications as a Certified Residential Mortgage Specialist, Certified Mortgage Consultant, and Certified Distressed Property Lender. He is a member of professional organizations including the Kentucky Association of Mortgage Professionals and National Association of Mortgage Brokers. He is currently a branch partner at a privately owned mortgage company.

This expert has been involved in actuarial consulting for over 10 years. He holds a Master's of Science in Statistics as well as a Doctorate in Mathematics. An Editor of the ASTIN Bulletin - The Journal of the International Actuarial Association, he also serves as a peer-reviewer for 20 other scientific journals in the areas of finance, mathematics, and insurance. He is a former Assistant Consultant with the Institute for Finance and Actuarial Science and has been an invited presenter at more than 10 national and international conferences and professional meetings. This expert is currently an Associate Professor of Risk Management and Insurance at a major university.

This highly qualified expert has 30 years of experience in the Insurance industry. With a rewarding career in the State of Missouri, he served as the Chief Financial Examiner and Director of the Division of Insurance Company Regulation for over 22 years. He was responsible for the overview of Missouri's insurance industry and was directly responsible for all agreements, transactions, mergers and acquisitions. He received his B.S. in Finance from Missouri State University and his MBA from the University of Missouri with an emphasis in entrepreneurship. This expert has first-hand experience implementing budgets and served as an advisor to the Insurance Director regarding all financial and policy matters. He is dual-certified as a Public Accountant and Financial Examiner as well as a Chartered Global Management Accountant by the American Institute of Certified Public Accountants. Currently, he is the President and Founder of a consulting firm in the Greater Kansas City Area. His company focuses on insurance regulatory issues and practices, expert witness testimony, special projects, etc.

This expert is an associate professor in the Personal Financial Planning Department at a prominent Midwestern university. Completing her undergraduate studies in International Relations in China, she received her doctoral degree in Family Resource Management from The Ohio State University. Her research interests focus on helping individuals make informed financial decisions, specifically, decisions related to their portfolio management, financial risk-taking, as well as intertemporal consumption, savings and debt management. She received the best paper award from the CFP Board, AARP, and American Association of Family & Consumer Sciences. She serves as an associate editor for the Family and Consumer Sciences Research Journal and as a member on the editorial board of the Journal of Financial Counseling and Planning, the Journal of Personal Finance and the Journal of Asian Families and as a reviewer for a number of academic journals and conferences. She is frequently invited to speak at national academic and corporate conferences. She regularly works with the China Center for Financial Research at a university in Beijing and played a pivotal role in the design and execution of their first national survey of Chinese Consumer Finance and Investor Education.

This highly qualified financial services expert has almost twenty years of experience across sales and trading, research, equity investing, and private equity. He earned his BA in economics and psychology and his MBA from University of North Carolina. He then gained his MS in finance from Georgetown University. This expert has served as a buy side trader and macro analyst at Goldman Sachs, the senior vice president of cross-asset and derivatives sales and trading at Hapoalim Securities, and as a global macro desk analyst at BNP Paribas. He currently works as an independent consultant advising on investments for organization across various sectors including finance, healthcare, and technology.

This highly-qualified expert has extensive experience in the field of finance, accounting, and business management. He received his BS in business administration from American University before earning his MBA in finance and marketing from Palm Beach Atlantic University, where he graduated summa cum laude. He then went on to earn his DBA in finance and management from Nova Southeastern University, graduating magna cum laude. This expert has over 25 years of applied experience in the field, serving as the vice president of investments at Dominick & Dominick, Ferris Baker Watts, and Wheat First Securities, as well as the vice president of commercial lending at Potomac Valley Bank and Millennium Bank. For 15 years, he has worked in an academic setting, helping to design and develop core finance curriculum for several universities. He has been a member of the adjunct finance faculty for Averett University, Keller School of Management, University of Maryland University College, and served as an assistant professor of finance, management, and business at Argosy University. Currently, this expert is an adjunct instructor of finance for an online MBA program, an adjunct instructor of finance, management and business for multiple universities, and an adjunct professor of finance at a Virginia university.

This expert is a nationally recognized expert on banking and real estate finance, both residential and commercial. Having earned his BS in accounting and finance from Georgetown University, he served as a partner at KPMG for decades. He is a certified mortgage banker and public accountant with significant industry experience in real estate, consumer and commercial lending, fixed income markets, and securitization. Currently, he is the CEO of a real estate finance firm in Virginia.

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. This expert has completed the series 65, series 7, and series 63 through the National Association of Securities Dealers. Previously, this expert served as a financial advisor for The Guardian, John Hancock, Morgan Stanley, and Merrill Lynch. Today, he is the CEO of a family financial planning office in Georgia. Additionally, this expert has authored a financial planning book.