Financial Services Industry
The finance industry encompasses a broad range of organizations that deal with the management of money.
Case Study
Applied Investments Expert
An applied investments expert was needed for a breach of trust action alleging mismanagement of trust fund investments comprised of fixed income investments.
Case Study
Trading Systems Expert in Equity Securities
A trading systems expert with equity securities experience was needed for a patent infringement matter.
Case Study
HELOC Expert in Loan Servicing
A HELOC loan expert was sought for an arbitration hearing addressing issues of standard of care for loan servicing.
Case Study
Mortgage Brokerage Expert in Warehouse Lending
A mortgage brokerage expert was needed for a professional negligence case involving loan fees and escrow amounts.