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Retirement Plan Expert Witnesses

Economics, Telecommunications, and Estate Planning Headshot
E-618540

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
E-550785

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
E-012239

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 ...

Employment Law / Employee Relations Headshot
E-008064

Employment Law / Employee Relations Expert

This expert has over 10 years of experience in the field of human resources. She earned her BA and MA from Lewis University, followed by her DBA in strategy and innovation from Capella University. She is certified in human resources development and aging services risk management and is an active member of the Society for Human Resource Management. This expert previously served as the director of human resources at Our Lady of Angels Retirement Home and Beacon Hill ...

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