Jonathan Z Zhang

Prof. Jonathan Z Zhang

Colorado State University
Fort Collins, CO 80525
Mobile: 646-750-2773
Introduction

I am a tenured marketing professor (Dr. Ajay Menon Professor, Colorado State University) and an Associate Editor at the Journal of Marketing and Journal of Academy of Marketing Science.

I conduct and critique Lanham Act consumer surveys—likelihood-of-confusion (Eveready, Squirt, trade dress), secondary meaning, and deception/claim-substantiation—and perform conjoint/choice modeling for valuation and damages apportionment. I also provide survey rebuttals and Daubert/FRE 702 critiques. Publications include Journal of Marketing, Marketing Science Management Science, and practitioner outlets (HBR, MIT SMR). Known for clear, jury-friendly explanations.

Nationwide availability; English/Mandarin. Typical timelines: protocol 7–10 days, fielding 5–7 days, report 10–14 days post-field (scope-dependent).


Areas of Expertise
  • Advertising
  • Economics
  • Intellectual Property
  • Internet
  • Lost Profits
  • Marketing
  • Public Opinion & Survey Research
  • Retail Store Design & Operations
  • Statistics
  • Trademarks

Expert Background
Q: Please list your professional accreditations, degrees, licenses, and certificates granted:
A: Dr. Ajay Menon Professor of Marketing, Colorado State University (tenured faculty appointment)

Ph.D., Marketing, Columbia Business School

Associate Editor, Journal of Marketing

Associate Editor, Journal of the Academy of Marketing Science (JAMS)
Q: Please list your affiliations or memberships in any professional and/or industry organizations:
A: Editorial leadership: Associate Editor, Journal of Marketing; Associate Editor, JAMS

Editorial/peer review service for leading journals in marketing, management, and information systems

University affiliation: College of Business, Colorado State University

Membership: American Marketing Association; Academy of Marketing Science; INFORMS Society for Marketing Science (ISMS)
Q: Please list any teaching or speaking experience you have had, including subject matter:
A: University teaching and invited talks and seminars : marketing strategy, consumer behavior, survey research, digital/omnichannel marketing, and quantitative methods (including conjoint/choice modeling)

Practitioner writing and media commentary on branding, retail, consumer trends, advertising, and consumer decision-making
Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)
A: No
Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)
A: Case assessment and consulting

Survey design/oversight (Eveready, Squirt, trade dress, secondary meaning, deception)

Conjoint/choice-based valuation and damages/apportionment

Survey rebuttals and Rule 702/Daubert critiques

Expert reports, deposition, and trial testimony

Rapid scoping calls; protocol development; fieldwork supervision; analysis and exhibits
Q: What is your hourly rate to consult with an attorney?
A: Standard expert rates; survey & testimony rates upon request; minimum engagement applies
Q: What is your hourly rate to review documents?
A: Standard expert rates; survey & testimony rates upon request; minimum engagement applies
Q: What is your hourly rate to provide deposition testimony?
A: Standard expert rates; survey & testimony rates upon request; minimum engagement applies
Q: What is your hourly rate to provide testimony at trial?
A: Standard expert rates; survey & testimony rates upon request; minimum engagement applies
Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)
A: Standard expert minimum (applies to new matters)

Retainer may be required depending on scope/timeline

Travel time billed at consulting rate; travel expenses at cost (airfare, hotel, ground, per diem)

Pass-through costs for survey fielding/panel procurement and any specialized programming

Administrative/production costs (exhibits, secure file transfer) at cost


References

Available Upon Request