Financial Expert Witnesses in Oklahoma

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 expert has nearly 30 years of experience in the legal sector. He received his AB in economics from UC Berkeley before earning his JD from Loyola Marymount University. This expert is also an accredited investment fiduciary. He specializes in insurance recovery and bad faith litigation, as well as ethics and compliance in the financial services profession. He is active in his field, having authored numerous periodicals and spoken at several conferences throughout his career. He has formerly served as a law clerk for the Honorable John R. Padova, a shareholder for Anderson Kill & Olick, and director and senior corporate counsel for Dish Network. He has also served as the standards and legal manager, as well as standards and legal counsel, for Investments & Wealth Institute. Currently, this expert serves as general counsel for a nonprofit professional investment association and credentialing organization based in Colorado.

This highly-qualified economics and finance expert has over 30 years of experience in his field and specializes in the topics of securities and class-action litigation, corporate finance and governance, and the valuation of public and private companies. He earned his MBA in finance and applied economics from the University of Rochester and his PhD in finance from the University of Washington. He is currently an executive board member of the National Association of Corporate Directors Colorado Chapter. He also stays active in his field as an author and presenter of his field and has been quoted in the Wall Street Journal, New York Times, and Economist. Formerly, he has held positions as an associate professor of finance at the University of Utah, a visiting associate professor of finance at the University of Chicago, and a visiting professor of economics at Princeton University. He currently serves as a provost professor of finance at a large university in Colorado.

This expert has been working in the field of economics for 30 years. He received his Bachelor of Arts in Economics from Washington State University prior to completing all course work towards a Doctorate in Economics, specializing in Labor Economics. A former President of the Collegium of Pecuniary Damage Experts, he has presented more than 40 times at various professional conferences and symposiums hosted by the likes of the Texas Bar Association, Florida Bar Association, National Organization of Forensic Economics, SEAK and the American Academy of Economic and Financial Experts, while he serves as an Editor for the online publication "The Earnings Analyst". This expert taught economics at the university level for 10 years prior to branching into economic analysis and consulting. Currently, this expert is the President of a national forensic economic consulting firm. He prepares, researches, and analyzes financial and economic data and provides economic damages calculations, consulting services, and expert reports in support of litigation. He has testified more than 100 times.

This expert has 26 years of experience in regulatory and compliance investigation of federal labor laws. An extensive amount of time was with the US Department of Labor Wage and Hour Division as a Wage and Hour Compliance Specialist, enforcing federal wage and hour laws through investigative assignments. She analyzed and reviewed employer's financial documents, including time and pay records, as well as provided technical and non-technical assistance to employers so compliance could be achieved. Enforcement of the Fair Labor Standards Act included minimum wage, overtime, record keeping, and child labor provisions. Currently, this expert is the President and Owner of her own consulting firm, where she specializes in employment law, specifically the Fair Labor Standards Act. She serves as a third party employer representative for labor issues and oversees and monitors payroll for wage and hour compliance, among other duties.

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.