International Expert Witnesses
International expert witnesses and consultants listed here may be able to form expert opinions, draft expert witness reports, provide expert witness testimony at deposition and/or trial as or serve as consulting (non-testifying) experts on international. The international expert witness listings on this page are typically from fields/areas of expertise such as: Banking, Business Valuation, Financial, and Securities & Investments.
JON-ERIC L KRONVALL
RIA, Broker Dealer, Trusts, Fiduciary & Banking
Esoteric Advisors
San Luis Obispo, California
Securities & Investments, Banking
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RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC
With over 35 years of experience in the financial services industry and as an entrepreneur, I have founded consulting firms serving both consumers and businesses. I am currently the Chief Compliance Officer, and Owner of Wealth Innovation, a boutique Registered Investment Adviser firm.
I am the President and Owner of Esoteric Advisors, a collaborative consulting and expert witness firm dedicated to fostering a robust and extensive collegial network of fellow experts in the financial services sector. We specialize in expert knowledge within and about financial services.
Previously, as a Region Manager and then Wealth Manager at a Fortune 500 financial services company, I collaborated with several leaders across various business lines to establish a unique hybrid Montecito Wealth office. My responsibilities included overseeing risk management, human resources, public relations, and corporate leadership.
I am committed to maintaining the highest standards of compliance, legal integr...
Mark J. Lerner
Global Leader: Business Valuation, M&A, Faculty
Morgen Evan Advisory Services, Ltd.
Miami, Florida
Business Valuation, Financial
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Business, Operations, Management, Strategy, Assets, Negotiations, Analysis, International, Japan, China, Korea, Europe, Mergers, Acquisitions, M&A, UK, FX, Board, Global, Marketing
Mr. Lerner is a highly seasoned business executive with an intense focus on Business Valuation, all driven by significant experience and accomplishments in Mergers and Acquisitions, business strategy, and international business expansion.
Mr. Lerner honed his experience in business valuation through a lengthy and intense career in Mergers and Acquisitions. His career in M&A started at Merrill Lynch where he rose to Vice President, continued at Chase Manhattan Bank where he was a Managing Director at age 32, and then at Morgen Evan Advisory - the firm he founded. He has also served as the Chairman of Oaklins International, a global association of M&A firms, as well as a Board member of M&A Worldwide, another global M&A network.
With more than 200 M&A transactions managed, Mr. Lerner has valued a wide range of companies from private to public, US based to foreign based, and across an extensive array of industries. Mr. Lerner has negotiated business valuations with some of the to...
