• Auditing
• Call Centers
• Class Actions
• Contracts
• Corporate Governance
• International Marketing
• Marketing
• Mass Torts
• Risk Management
• Sales
• Telecommunications

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: Customer Engagement Compliance Professional (CECP)
Certified Information Privacy Professional (CIPP/US) by International Association of Privacy Professionals (IAPP).

Q: Please list your affiliations or memberships in any professional and/or industry organizations:

A: American Teleservices Association (now PACE)
International Association of Privacy Professionals, Consumer Marketing Working Group
Direct Marketing Association, Teleservices Committee Member

Q: Please list any teaching or speaking experience you have had, including subject matter:

A: I am a frequent speaker on consumer contact compliance matters at industry events, including but not limited to: PACE Annual Convention and Washington Summit; Direct Marketing Association Teleservices Conference; College of Information Assurance Professional’s Governance; Risk and Compliance Summit; Noble User’s Conference, The Customer Engagement Management (CEM), Conference, Dish Network’s Annual Retailer Conference, Campus Management Corporation (CMC) Annual Conference, Life Office Management Association (LOMA), Quarterly Compliance Focused Webinar Presentations.

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: More than 135 to date.as of June 2020

Q: For what area(s) of expertise have you been retained as an expert?

A: TCPA class actions: Difficulty in establishing a class of persons who received calls/texts on their mobile devices. Wireless forensic data analysis to determine the state of a number at the time of dial. I have also been retained as a witness for defendant in federal DOJ case regarding Do Not Call and seller-retailer due diligence matters. I have been retained to provide expert reports regarding seller-service provider contracts, record keeping requirements and seller diligence to prevent misrepresentations by third parties they engage. I have been retained to provide testimony regarding the call center industry, I have also been retained to determine whether equipment used was an ATDS under the federal definitions.

Q: In what percentage of your cases were you retained by the plaintiff?

A: ~ 10%

Q: In what percentage of your cases were you retained by the defendant?

A: ~ 90%

Q: On how many occasions have you had your deposition taken?

A: 30 within the last four years.as of June 2020

Q: When was the last time you had your deposition taken?

A: June 2020

Q: On how many occasions have you been qualified by a court to give expert testimony?

A: Twice.

Q: On how many occasions have you testified as an expert in court or before an arbitrator?

A: Three times.

Q: For how many years have you worked with the legal industry as an expert?

A: Approximately eight years.

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: Expert reports, onsite audits/assessments, forensic data analysis relating to state of any telephone number at the time of dial.

Q: What is your hourly rate to consult with an attorney?

A: $600

Q: What is your hourly rate to review documents?

A: $600

Q: What is your hourly rate to provide deposition testimony?

A: $700

Q: What is your hourly rate to provide testimony at trial?

A: $1,000

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)

A: Actual travel expenses only + $200 per hour travel time in support of case-related travel. $100 per hour administrative support and regulatory research. No copy fees.

Available upon request.