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.