Sales Expert Witnesses

Newport Beach, California

Real Estate - Matters involving landlords, tenants, buyers, sellers, brokers fiduciary duties and duty of care, property and asset management, AIR contracts, commercial and residential real estate, leasing, sales, CAM charges, holdover, surrender of property, partnerships, options, rent adjustments, mold & more

After graduating from UCLA in 1984, John began working in real estate brokerage in Orange County, California. While in brokerage, John specialized in industrial sales and leasing, as well as investment sales. John was regularly recognized as a top producing salesperson. In 1990, John began working with Fujita Corporation USA as their vice president and as the managing director of Fujita Corporation's property management division, Fujita Property Management (FPM). While at Fujita, John was responsible for overseeing just under 4 million square feet of institutional grade commercial and residential property (valued at approximately $400 million with just over 700 tenants) and for the day-to-day operations of FPM. His duties included oversight of the first private Japanese REIT in California. When John joined Fujita, most of their portfolio was under fee management. Within two years, John grew FPM and took the management of all properties in house. In addition to leasing hundreds of t...

Los Angeles, California

Marketing, Advertising - Marketing, Sales, Advertising, Ads, Promotion, Misleading Advertising, Deceptive Ads, Unfair Advertising, Business Practices, Intellectual Property, Patents, Deceptive Promotion, Trade dress, Unfair Competition, Breach of contract, Partners, Copyrights, Forensic Marketing, Social media, Distribution

Senior Marketing & Advertising Professional. Marketing Analyst. Marketing & Business Problem Solver in Objectives, Strategies and Tactics. Battle-tested, deposition-tested. 22+ years as Marketing and Advertising expert. Cases: Marketing; Advertising; Ads; breach of contract; business strategies, practices; business and professions code compliance and violations; unfair competition, contracts, sponsorships; deceptive, false advertising; media; intellectual property; patents; usage of models; advertising agencies; trade secrets; partner business practices; unfair advertising; deceptive advertising; violations of Lanham Act; unjust enrichment; trademarks at issue; comparative advertising/promotion; licensing; packaging; the value of advertising and media campaigns. I have been deposed, testified in court and arbitration: 57 times. Cases have included contracts between partners, directors, advertising agencies, clients, advertisers, suppliers, distributors, production firms an...

Johns Creek, Georgia

Electronics, Business Operations - Semiconductors, Sales, Industrial Distribution, International, Components, Marketing, Supply Chain

Experienced senior executive, consultant, entrepreneur, researcher, expert witness, coach/mentor, lecturer & keynote speaker with strong record of international management, merger integration, strategy, sales, marketing, channel management & business development leadership in semiconductor industry. Repeated success at transforming organizations through recruitment of high performing management teams, leading complex cross-functional re-engineering initiatives, negotiating & resolving contracts, and developing/ implementing sales & marketing processes and corporate strategies. Acknowledged for analytical capabilities, sound business judgment, ability to communicate at all levels in an organization, garnering buy-in on strategies & solutions and establishing high-level of credibility with internal & external executive management.

Avon by the Sea, New Jersey

Securities & Investments, Banking - Securities Litigation, Financial, Supervision, Suitability, FINRA, SEC, Churning, Equities, Options, Derivatives, Structured Products, CFE - Certified Fraud Examiner, Regulatory Investigations, Hedge Fund, Sales, Compliance, Penny Stocks, Leverage, Disclosures, Margin

Mike is a seasoned financial compliance executive, regulator, CFE, and entrepreneur with over 30 years of experience leading global financial institutions, including Goldman Sachs, Lehman Brothers, and BNP Paribas. He has served as Chief Compliance Officer (CCO) for three broker-dealers, two Futures Commission Merchants (FCMs), the New York bank branch of BNP Paribas, and as Global Head of Financial Markets Compliance in Paris and London for four years. Mike’s comprehensive expertise spans compliance, risk management, and overseeing regulatory functions across multiple jurisdictions, product areas, and high-profile regulatory investigations. He now specializes in securities litigation support, arbitrations/courts, expert testimony, and expert reports for issues such as suitability claims, failure to disclose risks, regulatory compliance violations, market manipulation, KYC/AML, conflicts of interest, and failure to supervise. He has appeared before FINRA, SEC, CFTC, OFAC, and the D...

New York

Securities & Investments, Banking - Securities Litigation, Financial, Supervision, Suitability, FINRA, SEC, Churning, Equities, Options, Derivatives, Structured Products, CFE - Certified Fraud Examiner, Regulatory Investigations, Hedge Fund, Sales, Compliance, Penny Stocks, Leverage, Disclosures, Margin

Mike is a seasoned financial compliance executive, regulator, CFE, and entrepreneur with over 30 years of experience leading global financial institutions, including Goldman Sachs, Lehman Brothers, and BNP Paribas. He has served as Chief Compliance Officer (CCO) for three broker-dealers, two Futures Commission Merchants (FCMs), the New York bank branch of BNP Paribas, and as Global Head of Financial Markets Compliance in Paris and London for four years. Mike’s comprehensive expertise spans compliance, risk management, and overseeing regulatory functions across multiple jurisdictions, product areas, and high-profile regulatory investigations. He now specializes in securities litigation support, arbitrations/courts, expert testimony, and expert reports for issues such as suitability claims, failure to disclose risks, regulatory compliance violations, market manipulation, KYC/AML, conflicts of interest, and failure to supervise. He has appeared before FINRA, SEC, CFTC, OFAC, and the D...

Salt Lake City, Utah

Real Estate, Real Estate Appraiser - Real Estate Brokerage, Commercial Real Estate, Leasing, Land Development, Fiduciary Duties, Broker Ethics, Commercial Valuation, 1031 Tax Deferred Exchange, Standard of Care, Acquisitions, Dispositions, Brokerage, Industrial, Retail, Multifamily / Apartments, Due Diligence, Property Disclosure, Financing, Sales, Investments

SEASONED COMMERCIAL REAL ESTATE BROKER EXPERT: - Active transactional broker delivering on client trust since 1995 with top-tier transaction volumes - 31+ Years in Real Estate Industry - 24+ Years in Commercial Real Estate Brokerage ELITE CERTIFICATIONS AND QUALIFICATIONS: - Professional designations & certifications representing the highest global standards in excellence, ethics, production, and knowledge - Specialized combined credentials held by fewer than 100 professionals worldwide - Dual-certified specialist in both Industrial & Office (SIOR). Less than 10% of SIORs are twice-certified under production, capacity, and insight - Certified Commercial Investment Member (CCIM), for investment and financial analysis - Subject Matter Expert for US Treasury/FinCEN - Executive leadership roles in national, state, and local real estate trade organizations provide unique perspective TOP HONORS AND AWARDS: - Top 5% producing commercial broker in nationally ranked office of global/...

Oak Harbor, Washington

Marketing, Advertising - survey, brand, sales, trademark, misleading, trade secret, deceptive advertising, commercial best efforts, pharma, technology, retail, cpg, digital advertising, relationships, reasonable best efforts, beverage, eveready, loyalty, privacy, squirt

Robert W. Palmatier is the John C. Narver Endowed Chair in Business Administration and Tenured Professor of Marketing at the University of Washington's Foster School of Business. He is the founder and Research Director of the SAMS Institute (Sales and Marketing Strategy Institute), a global organization linking business and academics to generate knowledge in sales and marketing strategy. Professor Palmatier is the past Editor of both the Journal of Marketing (2018–2022) and the Journal of the Academy of Marketing Science (2015–2018) — consistently ranked among the top four highest-impact marketing journals globally. In those roles, he evaluated and made final publication decisions on thousands of peer-reviewed submissions, giving him unmatched insight into marketing research standards, methodology, and survey design. He has been recognized as the 6th most productive marketing scholar globally based on publications in premier marketing journals (2013–2022), ranked in the top 1% of ...