Selected Experience in Law Firm Support

Prepared the damage assessment related to litigation resulting from a credit card co-brand partner's refusal to honor an established co-brand agreement. Provided deposition and expert witness testimony in a jury trial that concluded in favor of damages for our client.

Reviewed marketing practices, including account acquisition and communications, and operational issues related to adverse action for a regional credit card issuer in support of expert testimony.

Provided expert witness testimony for a class action lawsuit against a company's credit card portfolio due to under-reporting their credit losses to investors. Provided testimony at mediation hearing. Settlement damages awarded in favor of our client.

Provided expert testimony regarding responsibility for outstanding chargebacks related to a failed charter airline. Provided expert opinion on industry practices regarding the roles and responsibilities of the Acquirer.

In support of litigation between a major regional bank and its co-brand partner, provided liability and damages testimony. Projected the earnings potential of a planned co-brand program that was never launched. Projected the potential earnings and losses based on industry averages and target customer profiles, including comparison of risk between "store" cards and "bank" cards and evaluation of the relative risk of direct marketing to low credit score customers and the likely losses associated with such techniques. Provided expert witness testimony in arbitration.

In a case between a bank and a co-brand partner, provided expert witness testimony at deposition and provided an expert report related to both liability and damages for a co-branded credit card program that had been launched. Developed forecasted losses and future earning potential to estimate probable profitability if the program had continued.