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Consolidated Consultants Co. Providing nationwide referrals of expert witness services and medical expert witness services to attorneys and insurance companies.

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Consolidated Consultants Co.
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Securities/Financial Education Expert Witness

Expert Witness No. 827

BUSINESS SPECIALTY

Expert  witness/Consultant  in arbitration  or  litigation  involving  securities, insurance, annuities  and  taxation. Over  125  arbitrations  before  NASD/AAA/PSE  and 13 mediations. Services  are  provided  for  both  claimant  and  respondent.

AREAS OF STRENGTH

Common  stocks,  bonds, IPO's, mutual  funds, Ltd. partnerships, REITS, options & private  stock  offerings. Scorecards  analysis*, P&L's and  damage  calculations provided. Testifying  as to unsuitability, breach of fiduciary  duty, lack  of  due  diligence  & supervision, overreaching, churning, stock  manipulation and best execution.

PROFESSIONAL LICENSES

MEMBER, NASD REGULATION, INC. BOARD  OF ARBITRATORS.  Panel Chairman - NASD, April 00.  Series 7, 24, 27**, 63, insurance (life. health, &  var. annuity)  real  estate  B/D - Empire Securities of So. California.  Qualified & tested (Securities Expert) before State Court in CA.   **previously  held

EDUCATION

California  State  College  at  Los  Angeles  (B/A -1958 - Speech  & Communication.) 

American  Institute  of  Banking  School  of  Finance & Taxation - Graduate - 1965

AFFLIATIONS
• Speaker/panelist - Annual Seminar for Securities Brokers 2000
• Public  Investors  Arbitration  Bar  Assoc. a  TASA. Expert  Resources - Listed expert
• Practicing  Law  Institute - Panelist, Marketing  Compliance - 1972 -R/ESyndication
• Real  Estate  Review -. Published  article - fall - 1972
• International  Association:  of  Registered  Financial Consultants - Member  AAll

BUSINESS EXPERIENCE

Securities

• Carlsberg  Securities  Corporation-1969-1982 - VP  Marketing - Securities
• Westfield  Capital Corporation - 1982-1986 - VP  Marketing - Securities
• Boardwalk  Capital  Corporation - 1987-1990 - National  Sales  Director - Chairman of  corporate  finance  committee  (due diligence)  and  marketing compliance  officer  for   200  registered  representatives.
• President - Registered  Investment  Advisor.
• Financial  Education  Network  Development - 1990-present - Owner  of  a financial  planning  firm  providing  educational  retirement  seminars  for Corporations,  nationally.

COMMERCIAL BANKING

Bank of America - 1959-1965 - AVP - Corporate  Finance

Union  Bank - 1965-1969 - VP - Manager. Of  Business  Development. -  Southern California.

TAXES & INSURANCE

L.E. Cooper  &  Associates 1959-1965 - Tax   Accountant 

Carlsberg Insurance  Agency - 1975-1982 - President

 

Keywords

forensic, expert, witness, Securities, Common stocks, bonds, IPO's, mutual funds, Ltd. partnerships REITS/private stock offerings. Scorecards analysis/damage calculations provided, Testifying as to unsuitability, breach of fiduciary duty, lack of due diligence, supervision, overreaching, churning, stock manipulation, RIA activities.

 

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