23 Fiduciary Responsibilities Expert Witnesses Found

Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.

...As a Regional Manager, my responsibilities included overseeing risk management, human resources, public relations, and corporate leadership. I oversaw the performance of over 500 team members. My functional areas of oversight included consumer and business loan portfolios, insurance and investment partners, and various other business lines of production. In my capacity as a Wealth Manager, I managed a credit, investment, and fiduciary portfolio valued at over $5 billion in assets. The revenues generated by these relationships amounted to over $3 million dollars annually. I have successfully collaborated with regulatory agencies, law enforcement, and multinational entities on cross-border matters. As an entrepreneur, I have established several consulting firms serving both consumers and businesses. Furthermore, I take pride in my accomplished public speaking skills, honed over eight years of competitive speech and debate. Hold Series 7 and 66....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Travel & Tourism - Tourism & Travel, travel advisors, tour operators, duty to warn, standard of care, personal injury, terms and conditions, airlines, hotels & resorts, travel safety, transportation, motor coach, tours, cruises, online travel, wrongful death, sexual assault, adventure travel, travel agencies

...She has worked as a front line travel advisor and wholesale tour operator, and understands travel advisor and tour operator responsibility for their work product, as it relates to travel industry standards. Diana Price served as General Manager, AAA District Office Operations, AAA Regional Travel Manager, Manager AAA Travel Agency, Supervisor AAA Group Travel Operations, and AAA Travel Advisor. As a seasoned travel professional and knowledgeable travel industry expert witness, Ms. Price has specialized training as a travel advisor (both leisure and corporate travel), tour operator, and cruise specialist. Her detail-oriented industry expertise is a by-product of having traveled worldwide, participated in numerous cruises, land tours, inspections, attended seminars, workshops and continuing education at AAA University. Diana Price has designed and customized group packages for individuals, and escorted and marketed numerous cruises....

Real Estate, Economics - RE finance/investment,Causation/liability,Damages,Consulting expert, Valuation/appraisal/analytics,Fiduciary/ ethics, Due process/diligence, Properties/markets, Cycles, Conservation easements,Housing, Financial economics, Development/building,Loans, Securitization/CMBS/RMBS, Proptech, Leases, Strate

...Some key areas of his litigation work include complex damages/causation/ attribution/liability; real estate company/property/ portfolio valuations, and damages; real estate financing; construction defects; development economics; antitrust, lender liability, fiduciary responsibility; environmental damages, appraisal fraud, and real estate securitization. As an expert who works with attorneys in consulting and testifying roles, his perspectives and qualifications are meaningfully different from those who concentrate primarily on litigation....

Securities & Investments - Fiduciary duties, trusts and estates, Uniform Prudent Investor Act, trustees, trust beneficiaries, suitability, modern portfolio theory, prudent investment practices, ERISA, damage calculations, investment advisers, diversification

Professional certifications and credentials - Certified Public Accountant, attorney (inactive), Accredited Investment Fiduciary Analyst, Registered Fiduciary • Principal and Senior Investment Consultant with Innovest Portfolio Solutions LLC, an SEC registered investment adviser firm that provides investment consulting services on a fee-only basis to over $21 billion of individual, retirement plan and foundation investment portfolios pursuant to the Investment Advisers Act of 1940 (1996 to present) • Expert witness focus - Fiduciary duties and responsibilities associated with the management of investment portfolios in trusts and estates, retirement plans, individual investor portfolios and foundations • Experience includes expert reports, damage calculations and testimony with respect to trustees of private trusts (including bank trust departments), beneficiaries of private trusts, retirement plan participants, retirement plan fiduciaries, investment advisers and individual investors •...

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983. Thesis on Disintermediation and Economic Cycles received Highest Honors The Westminster Schools – 1979. Cum Laude, recipient of Special Award for Service, awarded only in select years....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983. Thesis on Disintermediation and Economic Cycles received Highest Honors The Westminster Schools – 1979. Cum Laude, recipient of Special Award for Service, awarded only in select years....

Legal - Legal Malpractice, Expert Witness, Legal Ethics, Breach of Fiduciary Duty, Professional Responsibility, Conflicts of Interest, Reasonable Fees, Attorney Misconduct, ARDC, Lawyer Liability, Ethics Rules

...Her qualifications include: · Former Litigation Counsel, Illinois Attorney Registration and Disciplinary Commission · Former Hearing Board Chair, Illinois Attorney Registration and Disciplinary Commission · Investigated over 200 ethics complaints against attorneys · Prosecuted nearly 50 cases against attorneys accused of professional misconduct · Representing attorneys accused of professional misconduct since 2011 · Frequent presenter on legal ethics and professional responsibility for MCLE programs · ABA Professional Responsibility and Ethics Committee Member · Illinois Supreme Court Standing Committee on Ethics and Professional Responsibility Member · Association of Professional Responsibility Lawyers Board member · Taught professional responsibility at both DePaul College of Law and The John Marshall Law School · 30 years experience as a practicing litigator

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Real Estate - Standard of Care, Fiduciary Duties, Agency, Seller Disclosure Obligations, Buyer Due Diligence, Real Estate Contracts, Broker Supervision & Responsibilities, and N.A.R. Code of Ethics.

• Over 36 years of real estate experience. Represented clients and customers in the marketing and sales of residential properties. Developed and implemented individualized marketing strategies, negotiated contracts, and coordinated the successful closing of escrows. Recipient of numerous top producer awards. • California real estate broker since 1987. Nevada broker-salesman since 1999. • Nevada real estate education provider, author, and instructor teaching courses in pre-licensing, continuing education, and post-licensing for over 20 years. • Authored over 55 Nevada Real Estate Division-approved continuing education courses. • Presented over 3,000 live classroom Nevada real estate continuing education courses representing over 9,000 classroom hours. • Approved by the Nevada Real Estate Division to instruct pre-licensing, continuing education, and post-licensing education courses. • Approved by the State of Nevada Commission on Post-Secondary Education to instruct online...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Real Estate, Slip Trip & Fall - Realtor, Broker and Agent Standards of Care, Malpractice, Negligence, Fraud, Premises Liability.

...Rosenblum is a real estate expert on Standards of Care, fiduciary responsibility, agency representation, material defects, premises liability. The discipline of his daily work is that of an active Real Estate Broker overseeing agents and transactions. C.V. and References available upon request.

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Construction, Premises Liability - Defects, personal injury, insurance, codes, commercial, residential, accidents, falls, asbestos, ADA, sewer, water, liability, damages, general contractor, fire, flood, contracts, subcontractors, engineer

...Owner/Developer and General Contractor – President, MilbCorp. (1984 – 2014): Projects include condominiums, roads and drainage, zoning, subdivisions, sewer, outfalls, water, drainage, for-sale homes, energy compliance, and professional offices, with cradle-to-grave responsibility for all projects. Education: University of North Carolina at Chapel Hill - Economics and English, Summa Cum Laude Johnston Scholar, Phi Beta Kappa - 1983. Thesis on Disintermediation and Economic Cycles received Highest Honors The Westminster Schools – 1979. Cum Laude, recipient of Special Award for Service, awarded only in select years....

Construction, Construction Defects - Construction Delays, Construction Breach Of Contract, Substandard Workmanship, Architectural Negligence, Design-Engineering Defects, Cost Dispute Analysis & Reconciliation, Building Inspection, Risk Management, Schedule Delay Responsibility, Slips, Trips & Falls, Job Site Failures

...Some areas of expertise include: Breach of Contract Construction Defects Claims Resolution Design Conflicts Evaluation & Resolution Determining Parties Responsible for Delays, Formulating Achievable Plans to Attain Completion Primary C.M. at Risk and Major Subcontractor Dispute Resolutions-Direct & through Mediation Faulty Workmanship Failure to Maintain the Integrity of the Work In Progress Failure to Tender Payment Due and Owing for Work Performed Fiduciary Obligations Fraudulent Claims for Insurance Coverage of Fire Damages Labor Union Disputes & Harmony Agreements Negligence by Constructors- Construction Managers & General Contractors Negligence by Architects and Consulting Engineers Roofing Failure & Related Damages Schedule Determination, all trades Schedule Delay Resolution

Accounting, Fraud - Forensic Accounting, Accounting Expert Witness, Damages Expert, Certified Fraud Examiner, CFE, Certified in Financial Forensics, CFF, Certified Public Accountant, CPA

PRACTICE AREA • Provides professional services as a forensic accountant, expert witness, arbitrator and consultant to legal counsel for clients involved in complex civil litigation, corporate board and internal investigations, complex insurance claims, bankruptcies, and responses to actions by regulatory and investigative bodies. • Advises on matters related to damages, loss claims, fraud, financial reporting, internal controls and accounting issues, among others. • Subject matters commonly addressed include partnership and investor disputes, breach of contract, fee disputes, tort, professional negligence, misappropriation, bribery, conflicts of interest, whistleblower allegations, probate/trust matters, vendor fraud, M&A post-transaction accounting disputes, antifraud programs, internal controls, loss of value, intellectual property, theft of trade secrets, lost profits, royalties, business interruption, environmental disasters and construction defects....

Architecture, Construction Defects - Architect & Engineer Negligence, Construction Defects, Fraudulent Change Orders, Construction License Agreement, Antitrust Complaint, Standard of Care Responsibility & Compliance, Warehouse Thermal Comfort, Bid Steering, Treachery & Self-Dealing Related to Professional Practice Industry Standards

Various Types of Legal Matters that Have Benefited from Fred’s Involvement: Architect & Engineer Negligence, Compliance with Americans with Disabilities Act, Failure to Tender Payments Due & Owing for Contract Work Performed, Fraudulent Change Orders, Faulty Movie & Sound Recording Studios Construction, Faulty Sound Attenuation & Faulty Soundproofing, Misappropriation of Trade Secrets, Roofing Failure & Related Building Damages, Industrial Climate Control Engineering, Thermal Comfort, & Labor Law, Aiding & Abetting Fiduciary Duties, Labor Union Disputes, Fraud, Bribery of a Public Official, Criminal Coercion, Construction Defects, Standard of Care Responsibility & Compliance, Adversary Breach of Contract, Unjust Enrichment, Antitrust Complaint - Sherman Antitrust Act, Treachery & Self-Dealing Related to Professional Practice Industry Standards, Quantum Meruit, Defamation Per Se, Responsibility for Failure to Maintain a Building, Fraudulent Claim...