Expert No. 149596 – CA(N) / CA(S) / NV
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Expertise Description: C.P.C.U. - Consulting expert with more than forty-five years of experience in insurance underwriting, marketing, brokerage, and consulting. Expertise in property insurance includes: building, stock, furniture and fixtures, tenants improvements, accounts receivable, valuable papers, business interruption, extra expense, rental income, contingent business interruption, and all risk, including earthquake and flood perils, boiler and machinery, and inland marine coverages. Expertise in liability insurance includes: automobile, contractual, general, liquor, products, umbrella, and excess liability, and environmental impairment. Expertise in professional liability insurance includes: errors and omissions (E.&O.) for architects and engineers, attorneys, real estate brokers, and securities dealers; medical malpractice; publishers liability; employment practices liability; and directors and officers liability. Additional expertise in insurance for workers' compensation, employer's liability, crime, nuclear energy, political risk, pollution and pollution business interruption, product recall, and reinsurance. Chartered Property Casualty Underwriter (C.P.C.U.). Member, National Association of Insurance Brokers (N.A.I.B.). Member, Forensic Expert Witness Association (F.E.W.A.). Prior expert witness experience.
Areas of Expertise:
| Casualty Insurance | Litigation Support | Reinsurance |
| Excess and Umbrella | Medical Malpractice | Underwriting |
| Insurance | Property Insurance | Workers Compensation |
Representative Litigation Experience:
- Asbestos exclusions.
- Excess coverage over exhausted underlying.
- Application of aggregate limits.
- Broker standard of care.
- Builder's risk coverage limitations.
- Contamination & pollution exclusion meaning.
- Duty to defend.
- Lost policies.
- Rescission due to misrepresentation.
Representative Consulting Services and/or Projects:
- Due diligence project finance insurance provisions.
- Corporate program analysis.
- Review of broker service - custom & practice.
- Analysis of general liability/professional liability policies.
Licenses & Certifications:
| Charted Property & Casualty Underwriter, American Institute for Property & Liability Underwriters |
| California Department of Insurance, Fire, and Casualty Broker License |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| BS | Business Administration | Santa Clara University |
Professional Appointment/Association Affiliations:
- Decades of experience in consulting, brokerage, and underwriting.
- Society of Insurance Brokers
- Forensic Expert Witness Association
- Society of Charted Property & Casualty Underwriters
