Insurance and Financial Ethics and Compliance Expert Witness

Insurance and Financial Ethics and Compliance Expert Witness

Insurance and Financial Ethics and Compliance | E-502501

Expert Qualifications

This highly qualified expert has nearly 30 years of experience in the legal sector. He received his AB in economics from UC Berkeley before earning his JD from Loyola Marymount University. This expert is also an accredited investment fiduciary. He specializes in insurance recovery and bad faith litigation, as well as ethics and compliance in the financial services profession. He is active in his field, having authored numerous periodicals and spoken at several conferences throughout his career. He has formerly served as a law clerk for the Honorable John R. Padova, a shareholder for Anderson Kill & Olick, and director and senior corporate counsel for Dish Network. He has also served as the standards and legal manager, as well as standards and legal counsel, for Investments & Wealth Institute. Currently, this expert serves as general counsel for a nonprofit professional investment association and credentialing organization based in Colorado.

Bio Snapshot

Location: CO

AB, Economics, University of California Berkeley

JD, Loyola Marymount University

Accredited, Investment Fiduciary

Former, Law Clerk, The Honorable John R. Padova

Former, Shareholder, Anderson Kill & Olick

Former, Director and Senior Corporate Counsel, Dish Network LLC

Former, Deputy City Attorney, Employment and Litigation, City Attorney's Office

Former, Standards and Legal Manager, Investments & Wealth Institute

Former, Standards and Legal Counsel, Investments & Wealth Institute

Current, General Counsel, a nonprofit professional investment association & credentialing organization in CO

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