Certified Senior Escrow Officer (in California, Oregon and Michigan); with over 25 years experience in escrow, title insurance and lending fields. Legal consultant and court-approved expert witness in numerous states. Certified Escrow Instructor; Licensed Real Estate Salesperson; Advisory Title Officer; Escrow Advisory Officer; Past Regional President of both California and Oregon Escrow Associations; Newspaper Column Contributor/Expert; Certified Signing Agent; Real Estate school and college instructor; lecturer; auditor/trainer. References proudly available upon request.
Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:A: Certified Senior Escrow Officer in 3 states: California, oregon and Michigan.
Certified Escrow Instructor.
Licensed Real Estate Salesperson.
Certified Signing Agent.
Notary Public.
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: California Escrow Association.
American Escrow Association.
California Land Title Association.
American Land Title Association.
Executive Council of Homeowners Associations
Curtner Village Homeowners Board of Directors
Escrow Association of Santa Clara Valley
California Association of Realtors
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: Currently: Instructor for Anthony's School of Real Estate for courses covering: Principles of Real Estate, as well as Mortgage Loan Brokering and Lending.
Previously a college instructor for Escrow I and Escrow II.
Also various seminars as a participant and leader for the title and escrow industries. Have given 3-6 hour seminars on 1031 Exchanges.
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No.
Q: On how many occasions have you been retained as an expert?
A: Over 100
Q: For what area(s) of expertise have you been retained as an expert?
A: 1) Title insurance
2) Escrow (Closing services)
Q: In what percentage of your cases were you retained by the plaintiff?
A: 75% (estimate)
Q: In what percentage of your cases were you retained by the defendant?
A: 25% (estimate)
Q: On how many occasions have you had your deposition taken?
A: 21
Q: When was the last time you had your deposition taken?
A: June of 2004
Q: On how many occasions have you been qualified by a court to give expert testimony?
A: 5
Q: On how many occasions have you testified as an expert in court or before an arbitrator?
A: 5
Q: For how many years have you worked with the legal industry as an expert?
A: 13
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Consulting aND EXPERT WITNESS
Q: What is your hourly rate to consult with an attorney?
A: $250.00
Q: What is your hourly rate to review documents?
A: $250.00
Q: What is your hourly rate to provide deposition testimony?
A: $300.00..WITH A MIN. OF 4 HRS. PER DAY, PLUS EXPENSES
Q: What is your hourly rate to provide testimony at trial?
A: SAME AS ABOVE ANSWER
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: TRAVEL EXPENSES, WHICH ARE ALWAYS HELD TO A MINIMUM ON BEHALF OF THE CLIENT.
