James R Van Arsdale
JR Van Arsdale Consulting LLC
Green Brook, NJ 08812
Mobile: 908-487-8750
Office: 908-487-8750
Office: 908-487-8750
Introduction
Senior banking executive with over 30 years of experience in private banking, credit structuring, and lending solutions for high-net-worth and ultra-high-net-worth clients. Former Head of Banking Solutions (International) at UBS AG, with extensive experience in securities-based lending and complex credit facilities. Has been retained as an expert witness in financial services matters involving lending practices, advisor conduct, and industry standards. Provides clear, well-supported opinions and expert reports for litigation, arbitration, and regulatory matters.
Areas of Expertise
- Banking
- Compensation
- Consumer Credit
- Corporate Governance
- Finance
- International Banking
- Mortgages
- Risk Management
- Securities
- Stocks & Bonds
Expert Background
- Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
- A: Master of Public Administration (MPA), Kent State University
Bachelor’s Degree in Finance, University of South Carolina Darla Moore School of Business
FINRA Arbitrator - Q: Please list your affiliations or memberships in any professional and/or industry organizations:
- A: FINRA Arbitrator
Board of Directors, New Jersey Conference of Mayors
MPA Advisory Board Member, Kent State University
Sonoco Visiting Fellow in International Business, Darla Moore School of Business, University of South Carolina - Q: Please list any teaching or speaking experience you have had, including subject matter:
- A: Frequent lecturer in international business, finance, and risk-related topics at the University of South Carolina’s Darla Moore School of Business. Subject matter includes lending practices, global financial systems, risk management, and career development within financial services.
- 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: 1
- Q: For what area(s) of expertise have you been retained as an expert?
- A: Lending practices, credit underwriting, and financial services industry standards
- Q: In what percentage of your cases were you retained by the plaintiff?
- A: 100%
- Q: In what percentage of your cases were you retained by the defendant?
- A: 0%
- Q: On how many occasions have you had your deposition taken?
- A: 1
- Q: When was the last time you had your deposition taken?
- A: October, 2025
- Q: On how many occasions have you testified as an expert in court or before an arbitrator?
- A: 1
- Q: For how many years have you worked with the legal industry as an expert?
- A: 1
- Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
- A: Consulting, expert reports, deposition testimony, trial and arbitration testimony, case analysis, document review, rebuttal reports
- Q: What is your hourly rate to consult with an attorney?
- A: $750
- Q: What is your hourly rate to review documents?
- A: $750
- Q: What is your hourly rate to provide deposition testimony?
- A: $750
- Q: What is your hourly rate to provide testimony at trial?
- A: $750
- Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
- A: Retainer of $3000 required. Reasonable travel expenses billed at cost.
References
Available Upon Request