Finance Expert Witnesses in Utah
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Mr. David Rix
Utah
This retirement plan expert received his BS in communications from the University of Utah and is a licensed chartered retirement planning counselor. He also possesses FINRA's Series 63, 6, 7, and 66 licenses. His prior work experience includes being a relationship manager for the RIA Channel of Fidelity Investments, a wholesaler for TIAA-CREF, and a senior retirement counselor for Transamerica...
Ms. Marion Rice
Utah
This highly-qualified expert has over 10 years in milk banking operations. She received her BS in marine science and literature from Evergreen State College, her MA in teaching from Lewis and Clark College, and her EdD in education leadership from George Clark University. She is certified as a breastfeeding counselor through Birthingway College of Midwifery and as a lactation consultant through...
Mr. Samuel Lundstrom, PhD
Utah
Samuel M. Lundstrom has 19 years of experience in Economics and Labor Economics. He earned his BS in Mechanical Engineering from Brigham Young University and his Ph.D. in Economics from the University of California Irvine. Formerly, this expert held roles as a Teaching and Research Assistant of Economics at the University of California Irvine, as an Adjunct Instructor at the Utah Valley...
Finance Expert Witness FAQs
A finance expert witness provides specialized knowledge and insights on financial matters, helping courts understand complex issues related to economics, investments, valuations, and more.
Finance expert witnesses are crucial in cases involving securities fraud, business valuation disputes, bankruptcy, economic damages, financial crimes, and other financially-related litigation.
Yes. Finance expert witnesses may specialize in areas like corporate finance, investment banking, financial planning, risk management, or forensic accounting.
In securities fraud cases, a finance expert can analyze financial statements, evaluate investment strategies and risks involved, and provide testimony on standard industry practices.
Forensic accountants have the skills to trace fraudulent transactions, identify irregularities in financial records and provide clear explanations of complex financial data in court.
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