Expert witnesses matching “Annuities”

10 experts found.
“Annuities”
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Sorted by name. Profiles marked Unclaimed were recovered from an archived directory and may be out of date.

Actuarial Litigation Consulting - Kevin M. Reopel, FSA, MAAAUnclaimed Feeding Hills, Massachusetts

Kevin M. Reopel, FSA, MAAA, assesses economic losses in personal injury, wrongful death and wrongful termination cases, and the value of marital assets in divorce cases, for plaintiff and defense attorneys. He also analyzes…

ActuarialAnnuitiesDisability Income
Bob Lawson, AIF, CFE, RFC, LUTCFUnclaimed Bloomington, Minnesota

As a Securities, Annuity, and Life Insurance Expert Witness and Litigation Support Consultant, my expertise lies in meticulously analyzing compliance manuals, correspondence, exchange rules, industry norms, and internal policies…

Alternative Dispute ResolutionAnnuitiesAnnuities Expert
Bobby SteeleUnclaimed Amarilo, Texas

I have served as an expert witness by providing annuity testimony an an annuitist for over 25 years, employed by the defendant on primarily large cases. I use life care plans and loss of earnings reports to provide the cost of an…

AnnuitiesEconomic DamagesEconomic Losses
Charles Porten, CFAUnclaimed Weston, Connecticut

Charles Porten is a Registered Investment Advisor, Chartered Financial Analyst and investment expert with more than 30 years of experience in portfolio management of trust and advisory accounts, brokerage accounts, hedge funds…

ArbitrationBankingBusiness Strategy
FEND Securities Expert WitnessUnclaimed Los Angeles, California

FEND Securities Expert Witness is a consultant in litigation and arbitration, nationally (22 states), involving securities, insurance and annuities. 321 arbitrations (700 retentions) since 1969, before NASD, FINRA, JAMS, AAA…

AdvertisingAlternative Dispute ResolutionArbitration
Gregory G. Wimmer, CLU, ChFC, CSSCUnclaimed Colleyville, Texas

Gregory G. Wimmer has over 39 years in the life, health and annuity business and has actual experience in many facets of the industry. As an agent, supervisor/manager and General Agent and agency owner responsible for hiring…

Agent StandardsAnnuitiesDisability Income
John J. Duval, Sr.Unclaimed Manchester, Maine

retired from Merrill Lynch, FINRA arbitrator, mediator, expert in all areas of wall street activities. Previous work included SEC. Have been expert for 13 years. Areas of expertise: annuities, life insurance, portfolio…

AnnuitiesBondsFinancial Analysis
Olsen Annuity EducationUnclaimed Kirkwood, Missouri

Expert Witness in litigation involving life insurance, annuities, and investments. Author of 4 books on annuities. 42 years experience in insurance industry. Expert in suitability issues. Areas of Expertise Estates and Trusts…

Estates and TrustsIndex AnnuitiesInsurance
Tilkin GroupUnclaimed Hingham, Massachusetts

David has been providing arbitration, litigation and expert witness services at varying degrees since 2000 when David left Wachovia Securities to start Protegent, Inc. Protegent was the first company to automate the process of…

Alternative Dispute ResolutionAnnuitiesArbitration
Walsh, Pfeffer & Co.Unclaimed Port Washington, Wisconsin

Walsh, Pfeffer & Co. provides litigation support (case evaluation & expert testimony) in disputes rooted in transactions of stocks, bonds, options, mutual funds, commodities, futures, or other derivative instruments, and…

Alternative Dispute ResolutionArbitrationBonds

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