Retirement Plan Expert Witnesses

Economics, Telecommunications, and Estate Planning Headshot

Economics, Telecommunications, and Estate Planning Expert

This expert has demonstrated experience in the fields of economics, telecommunications, and estate planning. He earned both his BA in management and business and his MA in economics from North Carolina State University. He is a certified estate advisor and a registered financial consultant. Additionally, this expert holds licenses for life, health, and accident insurance, long term care insurance, and Medigap supplemental insurance. He is active in his field as a member ...

Fiduciary Duty & Retirement Plans Headshot

Fiduciary Duty & Retirement Plans Expert

This highly-qualified expert has extensive experience in the finance industry, with his work focusing on ERISA, fiduciary duty, FINRA and suitability, retirement plans, financial technology, and wealth management. He earned his BS in economics with concentrations in international business and money, banking, and finance from the State University of New York at Fredonia. He is a chartered retirement planning coordinator and has previously held Series 7, 31, 63, and 65 ...

Railroad & Rapid Transit Accident Headshot

Railroad & Rapid Transit Accident Expert

Expert in rapid transit accident investigation, particularly rolling equipment and motive power, event recordings, track, operations, train handling, and human performance. He retired from the National Transportation Safety Board after 22 years as an investigator-in-charge in which time he participated in 57 major accident investigations, 32 field accident investigations, 10 public hearings, 16 depositions, and 6 special studies.  He wrote 11 major accident reports, 8 ...

Human Resources Headshot

Human Resources Expert

This expert currently serves as the Human Resources Director for a retirement home that provides continuous care to patients. She received her B.A. in Healthcare Leadership and M.A. in Organizational Leadership from Lewis University in addition to a D.B.A. in Strategy and Innovation from Capella University. She previously served as Director of Ancillary Services for Keystrokes Transcription Service where she was responsible for recruitment along with employee management. ...

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