Financial Services Expert Witness

Owner, The Swivel Group

(***)***-****

Massachusetts

Comprehensive expert on expert witnesses: Access detailed litigation history and performance metrics.

Expert Qualifications

This expert has over 15 years of experience in financial services, consulting with Financial Advisors, Registered Investment Advisors, and Broker-Dealers.

Fee Data

$350/hr

Review Fee

$385/hr

Deposition Fee

$500/hr

Court Fee

Disclaimer - These hourly rates reflect the most recent fees we have on record for this expert. Please note that these fees are subject to change, and we recommend verifying the current rates before engaging the expert.

Litigation History

2

Case Reviews

2

Testimonies

3

Depositions

Work History

Status

Job Title/Role

Department/Division

Organization

Current

Founder and Managing Partner

—

Financial Advisor Networking Company

Current

CEO

—

Financial Services Consulting Firm

Former

VP of Business Development

—

Associated Securities Corp.

Former

Director of Recruiting

—

First Financial Planners, Inc.

Former

Owner

—

The Swivel Group

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