Expert No. 164961 – AL / AZ / CA(N) / CA(S) / FL / IL / NV / NM / NY / OR / WA
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Expertise Description: CPCU - A nationally recognized expert in the insurance and risk management fields. His proficiency is the result of more than 30 years of experience as an underwriter, retail broker, program manager, consultant and expert witness. His expertise includes insurance broker operations and standard of care, marketing in the United States, London, Europe and Bermuda, alternative risk financing techniques, program structure, and coverage analysis; California Brokers License and C.P.C.U. (Chartered Property Casualty Underwriter) since 1978. Prior expert witness experience. Consultations, depositions, and courtroom testimony.
Representative Litigation Experience:
  • Insurance industry custom and practice
  • Insurance broker and agent standard of care
  • Insurance coverage disputes
  • Insurance commission disputes
Representative Consulting Services and/or Projects:
  • Insurance program review
  • Insurance broker selection process
Licenses & Certifications:
Chartered Property Casualty Underwriter (CPCU)
California Insurance Brokers License
Education:
DegreeSubjectInstitution
BA, Cum LaudeCornell University
Post Graduate ClassesInsuranceGolden Gate University
Awards & Honors:
CPCU Society

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