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Personal/Professional Development Expert Witnesses

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Frank Carr
Financial Services Consultant
Norwalk CT 06854
USA
phone: 203-344-9531 (Office) 203-249-7244 (Cell)
Centennial-Advisory-Group-Logo.GIF
Frank Carr Financial Services Expert PhotoFrank Carr has extensive background and experience as an Investment Industry Employment and Compensation Expert Witness, especially Investment Management Firms, Mutual Funds, Hedge Funds, Wealth Managers, and Broker Dealers.

Mr. Carr is a former corporate banker, investment firm Chief Financial Officer and a 20 year veteran of executive search for the Investment Management industry. He has written articles for and has been frequently quoted by publications such as Bloomberg News, CNN Money, Fund Fire, Ignites, Absolute Return, Hedge Fund Alert, and Hedge Fund Manager Week. Prior to entering the executive search field, he was the Chief Financial Officer of a Connecticut-based hedge fund and Commodity Trading Advisor (CTA). Mr. Carr started his career in commercial bank lending, initially with Citigroup in their Wall Street Commodities division and later specialized in financing independent feature film producers, TV producers and television station owners on behalf of European American Bank in New York.

Litigation Support - Frank Carr is an Investment Industry Employment and Compensation Expert Witness who has been retained by both plaintiffs and defendants for American Arbitration Association, JAMS and FINRA arbitration, mediation, and federal court litigation. Mr. Carr has over 30 years of experience in Financial Services, Investment Management, and Banking and his areas of coverage include Traditional and Alternative Investments – Equities, Fixed Income, Mutual Funds, Hedge Funds, Private Equity, and Managed Futures.

Areas of Expertise:
  • Executive Compensation
  • Employment and Hiring Practices
  • Wrongful Dismissal
  • Lost Earnings
  • FINRA Arbitration
  • Employment Discrimination
  • Compensation Consulting
  • Institutional Asset Management
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Wealth Management
  • Broker / Dealers
  • Retail Financial Advisory
  • Sales Process for Investment Products
  • Prior Expert Witness Assignments:
    • Represented a hedge fund portfolio manager as an expert rebuttal witness in a high profile hedge fund employment/compensation lawsuit. Prepared a rebuttal opinion letter submitted to the United States District Court for the Southern District of New York.
    • Represented a $12 billion Texas-based SEC Registered Investment Adviser and leading global alternative credit manager in a JAMS arbitration regarding a terminated employee. Prepared a rebuttal expert witness report and provided live testimony at the JAMS arbitration hearing.
    • Represented a financial advisor in a FINRA arbitration against one of the top 5 U.S. wealth management firms. The scope of the opinion included projected career advancement, compensation analysis and calculation of lost earnings.
    • Represented a portfolio manager/ investment analyst in a wrongful termination action against one of the largest U.S. Broker Dealers with over $600 billion in assets. The scope of the opinion included projected career advancement and compensation analysis. Prepared an expert witness report and provided live testimony at the FINRA arbitration hearing.
    Education - Mr. Carr is a graduate of Williams College where he received a Bachelor of Arts degree in Political Economy. He completed the Management Training Program at Citigroup in New York, including courses in accounting, finance and capital markets. He has previously held FINRA licenses, Series 3, 6 and 63 and has completed Level I of the Chartered Alternative Investment Analyst (CAIA) program.
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    Michael Kerr
    Author, Certified Speaking Professional
    322 Canyon Close
    Canmore CAN
    phone: 866-609-2640 or 403-609-2640
    fax: 403-609-4637
    Michael Kerr is known as one of North America’s Leading Authorities and Busiest Speakers on Humor in the Workplace. His company, The Humor at Work Institute, offers keynote presentations, training workshops, articles, books, audio CDs and training DVDs for “seriously-challenged” organizations.

    Michael’s expertise is on how humor can help organizations manage stress, spark creative thinking, motivate employees, provide more memorable customer service, and communicate more effectively.

    Michael’s books and e-books include “You Can’t Be Serious! Putting Humor to Work” and “Inspiring Workplaces – Creating the Kind of Workplace Where EVERYONE Wants to Work” and “We’ve GOT to Stop Meeting Like This!”.

    Expertise Categories:
    • Author / Writers
    • Humor / Entertainment
    • Speakers
    • Business / Motivational
    • Business / Executive Coaching / Training
    • Human Resources
    • Workplace Issues
    • Communication and Professional Skills
    • Stand Up Comedy / Comedians
    Business author Paul Hawken said it best, "We lead by being human. We do not lead by being corporate, by being professional or by being institutional." Perhaps that’s why many leaders are embracing one of the most undervalued human resources they have at their disposal - their sense of humor

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    Willie L. Carter, MBA, CLS, CMQ, CISOLA
    President
    459 Lambert Tree Rd
    Highland Park IL 60035
    USA
    phone: 847-919-6127
    fax: 847-432-4532
    Quantum-Associates-Logo.jpg
    Quantum Associates, Inc (QAI) provides Process Improvement Services for companies seeking to achieve organizational velocity. Their velocity approach draws on the disciplines of Lean, Six Sigma and the Theory of Constraints to help clients achieve operational speed and strategic direction to outmaneuver competitors, improve customer experience and swiftly build significant/sustainable earnings growth.

    Founded in 1999 by Willie L. Carter to assist small to mid-sized manufacturing and service companies improve their processes to become more competitive, QAI’s network of consultants has over 200 years of combined continuous process improvement experience in various industries. Our consultants have worked on projects around the globe, including the U.S., Canada, Europe, Hong Kong, and mainland China.

    The team at QAI has a strong understanding of continuous process improvement, a vast knowledge of many different process improvement methods with a keen attention to delivering breakthrough results and extraordinary value. It is their ability to assess the situation through data analysis providing comprehensive solutions specific to the client’s business that leads to a successful process improvement project within budget from conception to completion.

    QAI Services:
    • Quantum Process Improvement
    • Lean Manufacturing Services
    • Lean Enterprise for Service Firms
    • Six Sigma Implementation
    • ISO 9000 Services
  • Lean Leadership Coaching / Mentoring
  • Training
  • Lean Office Simulations
  • Velocity Managing System (VMS)
  • Lean Office / Administrative implementation
  • Quantum Associates, Inc. Video Introduction


    Willie Carter Process Improvement Expert PhotoWillie L. Carter, MBA, CLS, CMQ, CISOLA, is the President of Quantum Associates, Inc. Willie is a seasoned operations and quality expert with proven expertise in achieving breakthroughs in eliminating waste, process improvement, lean process improvement, lean sales process improvement, lean transformation, quality management and continuous improvement. He is a trained facilitator (Juran Institute) who excels at getting staff to buy-in and sustain continuous process improvement objectives; change agent and team builder with over 40 years of operations and continuous and lean process improvement leadership.

    Willie is an effective relationship builder who has led, coached, and mentored teams in Europe, Asia, and North America to elevated levels of performance in achieving process improvement and lean enterprise goals.
    Recently I was approached by a community college administrator about working with them to improve some of their processes. As I read her request one of the things I noticed was she wanted to know what other community colleges had I worked with to improve their processes. In my mind, it doesn't make a difference if you worked with other community colleges at all because process improvement doesn't differentiate as to industry or organizations.

    Continuous process improvement ensures that your processes are capable of meeting or exceeding internal or external customer requirements and business performance objectives. Continuous process improvement consists of the rigorous application of the following activities:

    Willie L. Carter
    A hands-on step by step guide on how to improve the quality of products or services produced by administrative processes. The book focuses on administrative departments and what they must do to satisfy their internal customers.
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    Robert G. Rose, PhD, Principal
    Robyn W. Porterfield, PhD, Managing Principal
    5944 Luther Lane
    Suite 650
    Dallas TX 75225
    USA
    phone: 214-234-0266
    fax: 214-373-6360
    Rose-Porterfield-Group-Logo.jpg
    Rose Porterfield Group (RPG) has over 30 years of experience providing Business Performance and Human Resource services. As experts in human behavior, we provide litigation support strategy and testimony for attorneys and corporations. Offering unbiased, detailed, and objective expert opinion on all aspects of human behavior in the workplace, we can help determine the facts, motivations, and human factors involved in the case.

    Forensic and Expert Testimony Cases Include:
    • Sexual Harassment
    • Workplace Injury
    • Discrimination
    • Retaliation
    • Wrongful Termination
    Robyn Porterfield Productivity Expert PhotoRobyn W. Porterfield, PhD - Managing Principal at RPG, spent over ten years in sales and marketing prior to completing her PhD in Industrial Psychology. While completing her PhD, Dr. Porterfield served as Director of Client Services for a Texas-based on-line psychological testing firm, consulting to management on such issues as individual and team fit, conflict resolution, hiring, coaching, and management succession planning.

    As a consultant, Dr. Porterfield has assessed executives in such diverse industries as financial management, food service, telecommunications and retail. For five years Robyn and Bob co-wrote a column for the Dallas Business Journal titled, C-Level Coach. Robyn is also a professional mediator and currently mediates for Dispute Resolution Services of Tarrant County, Texas.

    Robert Rose Productivity Expert PhotoRobert G. Rose, PhD, Principal at RPG, received his PhD from Florida State University. Since 1976 he has served as consultant to organizations in virtually every industry including health care, retail, IT services, manufacturing, construction, aviation, and many others. In his over 30 years as a consultant, Dr. Rose has encountered virtually every problem that an organization can experience, and has seen that good teamwork - from hiring to development - always benefits both the individual and the company.

    Bob is the author of numerous articles on communication, crisis handling, and conceptualizing purpose and culture within organizations, and his books on consulting are required reading by major corporations..

    View RPG's Consulting Profile.
    8/1/2017 · Human Resources
    Let's say you have Bill who is a good guy in many ways but he can be a grouch. He is particularly likely to nag the young female accounting staff for inquiring about his expense reports. He looms over them and talks loudly sometimes shaking his finger, and using occasional mild profanity. You've talked to him and he always gives a half-hearted sheepish apology - and then does it again the following month.

    7/21/2016 · Injury
    Almost all of us have been to the yearly company football game, company barbeque, or happy hour. Organizations often think these events create closeness, trust, a sense of "teamwork", or even a sense of family. We love a good burger and a beer as much as anyone but in our experience the injuries, harassment and other complaints that can come from company social events may cause problems for employers. And we find that the defense that the events were "voluntary" may not hold up.

    Robert G. Rose, PhD
    Robert G. Rose, PhD
    This book discusses testing as a critical aspect of the hiring process. Dr. Rose presents a clear, concise picture of the real issues and advantages in testing in an easy to read enjoyable format.