Pre-Hospital Care, ParamedicAmbulance Care, Sexual Assault, Pediatric Emergency Medicine, Board Certified, Pediatrics, Board Certified, Child Abuse Neglect, Emergency Room Physician, Board Certified, Board Certified Internal Medicine, Board Certified Infectious Diseases

Surgery, Otolaryngologist, otolaryngology, ear, neck, throat, ENT, head neck, otorhinolaryngology, medical surgical treatment of the head neck, including the ears, nose throat, pediatric, adolescent, adult, Nurse Practitioner, Family Nurse Practitioner, Family Practice, Family Practice, Board Certified, Internal Medicine, Qualified Expert Reviewer - Medical Board of California

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.
289 Church Ave.
Chula Vista, CA 91910
(619) 422-5559
(800) 683-9847
fax (619) 422-8101
info@freereferral.com

SECURITIES AND FINANCIAL CONSULTANT

Expert Witness No. 1074

California

Business Specialty:

Expert Witness for Securities Industry Arbitrations.
Product specialty areas include Stocks, Bonds, Options, Mutual Funds, Annuities, Managed Money (fee based), Insurance and Tax Preparation Services.
Have served as Corporate Representative in Arbitrations with NASD panels on the West Coast.
Familiar with plaintiffs, attorneys and large wire house legal firms.

Areas of Strength:

Common Stock, Preferred Stock, Initial Public offerings, Bonds - taxable and tax free, Mutual Funds -Open ended and Closed end, Call and Put Options and Option Strategies, Annuities - Fixed and Variable.
Currently qualified to review cases involving churning, unauthorized trading, and unsuitable recommendations beyond client investment objectives.
Qualified to review cases involving Managerial problems such as Memo of Understanding, raiding of books, hiring problems, sexual harassment, hostile work environments, lack of training, lack of supervision.
Able to review cases and advise attorney on potential for case, possible damages, and extent of damages.

Professional Licenses:

NASD Series 7,8,63,65.
California Licensed for Annuities and Life Sales. Also approved in Florida and Oregon.

Education:

Graduate 1976 San Marino High School

Graduate 1978 Pasadena City College

Studied Economics 1978 - 1980 at University of California, San Diego

Affiliations:

The Options Institute - 1991 graduate. Qualified instructor to firm clients & account executives.

San Diego Stock & Bond Club - Past President. Member since 1988.

Business Experience:

Owner and President - Phelps Dennison & Associates, San Diego, CA 1981-1986
Specializing in Tax Preparation and Insurance Services
Securities Industry

Paine Webber - Financial Advisor, Escondido, CA 1986 - 1989

Prudential Securities - Vice President
Financial Advisor, Rancho Bernardo, CA 1989
Management Training Associate, La Jolla, CA 1990
Manager, East Coast Training Center, New York City 1991 - 1993
Regional Training Officer, Newport Beach CA 1993 - 1996

Smith Barney - Sr. V.P., Financial Consultant, La Jolla, CA 1996 - 1998

Everen Securities - Sr. V.P., Branch Manager - La Jolla, CA 1998 - 2001
Became First Union Securities 1999, which became Wachovia Securities 2001

Local Securities Firm - Sr. V.P. - San Diego, CA 2001 - present

Securities, Common Stocks, Peferred Stocks, Bonds, Annuities, Mutual Funds, Tax Preparation, Insurance, Managerial problems, sexual harrassment, hostile work environment, lack of training, lack of supervision, hiring, unauthorized trading, churning, Forensic, Expert, Witness