Here is what differentiates me...I can:

- Get to the exact issue(s) very quickly
- Identify the one or two points that will drive case success
- Colloborate with attorneys very well
- Use an educational model very effectively. I am a 14 year University educator.
- Unique intersection and experience as:
- A Compliance Officer
- Wealth Manager
- University Professor

Broad experience in dealing with high profile cases including the Bernie Madoff case. Areas that I can offer valuable assistance include:

Suitability,supervision, concentrated positions, improper use of leverage/margin, selling away, variable annuities, index annuities, state statutes, trust issues, banking issues, business valuation, insurance issues, etc.

Specialties

• Business & Financial
• Banking
• Financial Matters
• Fraud
• Securities
• Documents & Handwriting
• Family / Child Custody / Senior Care
• Forensic Accounting and Appraisal Services Expert Directory
• Human Resources
• Industry Specific Expert Witnesses and Consultants
• Insurance
• Insurance - Life & Annuities
• Insurance Agents & Brokers - Standard of Care
• Law and Litigation Support Consultant/Expert Directory
• Real Estate