Expert No. 165064 – CA(N)
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Expertise Description: Consulting expert with more than 40 years of wide-ranging experience in the insurance industry. Expertise includes: insurance, risk management, insurance fraud, property insurance, life insurance, disability insurance, excess and surplus lines insurance, homeowners insurance, and workers compensation. Additional expertise in aviation insurance, marine insurance, yacht insurance, liability insurance, errors and omissions insurance, bad faith, insurance claims, excess and umbrella insurance, offshore insurance, duty of care insurance, and custom and practice insurance. Has consulted in over 1000 cases, and in his expert witness role, has been deposed in over 100 cases, and testified at court over 35 times.
Representative Litigation Experience:
  • Customs and practices in the insurance industry.
  • Duty of care issues - carrier and producer.
  • Bad faith / good faith.
  • Underwriting practices and claims practices.
  • Aviation insurance.
  • Marine insurance - commercial and general.
  • Coverage issues.
Representative Consulting Services and/or Projects:
  • Forms, rate development.
  • Automation at carrier and producer levels.
  • Offshore insurance.
  • Risk Retention Act.
  • Risk management.
Licenses & Certifications:
California Insurance Agent/Broker - Property and Casualty
California Insurance Agent - Life and Health
Qualified expert witness in multiple state courts, federal courts, and NTSB.
Education:
DegreeSubjectInstitution
BSEngineering-PhysicsUniversity of California, Berkeley
Professional Appointment/Association Affiliations:
  • Western Association of Insurance Brokers
  • Independent Agents and Brokers Association of San Francisco
  • Independent Agents and Brokers Association of California
  • Institute of Insurance Research / Agency Company Organization for Research and Development
  • California Marketing Assistance Program
  • Western Association Automobile Insurance Plans
Other Career Highlights:
Authored articles for a monthly publication of an insurance association.
Authored articles for an insurance industry weekly magazine.
Teacher/moderator for in-house training programs, including seminars for large insurance brokerages.

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