President, Tilkin Group
4 Tupelo Road
Cohasset, MA 02025
David has significant experience as a testifying expert witness and has testified at FINRA, JAMS, AAA and SEC proceedings. David has represented both firms and investors. Areas of expertise includes but is not limited to; capital markets, suitability, supervision, fiduciary obligations, employment practices and fraud,
David Tilkin is a litigation support and expert witness specialist with over 30 years of experience in the securities industry. David has supervised hundreds of brokers and scores of branch managers in his tenure at both Smith Barney and First Union Securities.† David maintained a Series 65,63, 7, 8, 4 and insurance licenses.† Davidís brokerage participation included management, recruiting, training, sales leadership, administrative and compliance and supervision.
David has been providing litigation and expert witness services at varying degrees since 2000 when David left Wachovia Securities to start Protegent.† The Tilkin Group has been singly involved with litigation support and providing expert witness services since 2008.† The efforts of the Tilkin Group have supported both private practice attorneys litigating against the securities industry and supported the efforts of financial service firms in their defense of claims.† David has testified in numerous cases around issues of suitability, supervision, raiding and sales practice.† David has published numerous articles on the issues of suitability, supervision and financial services software.