Expert No. 168137 – Insurance Expert – CA(N) / ME / MA
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Expertise Description: M.S., J.D., R.P.L.U. - Consulting expert specializing Liability Insurance. Experience includes: insurance brokerage; consulting and underwriting, particularly with respect to Directors & Officers; and Professional Liability insurance. Prior to retirement, served clients as a broker, group captive administrator, and consultant, primarily handling complex, hard to place accounts for 3 large prominent international brokerage firms. Throughout insurance career, initially as underwriter and later as broker, has helped clients of all sizes solve difficult coverage design and implementation challenges. With a large reservoir of practical experience and substantial technical training, able to clearly explain complex insurance issues. Broad experience in policy drafting and application design, insurance program structure, reinsurance, and marketing to insurers. Skilled in coverage analysis, particularly for 'claims madeŸ? Professional Liability, Directors & Officers (D&O), and related insurance products. Registered Professional Liability Underwriter (R.P.L.U.).
Areas of Expertise:
| Agent and Broker Error and Omissions | Directors and Officers Liability Insurance | Litigation Support |
| Agent and Broker Standards | Excess and Surplus Lines Insurance | Professional Liability Insurance |
Representative Litigation Experience:
- Interpret language of workers compensation insurance, especially relating to coverage effective dates
- Analyze underwriting of professional liability policy, including effect of hiding knowledge of potential claims when applying for insurance
- Interpret customized clauses in products liability policies
- Terms and conditions of following-form excess liability insurance policies
Representative Consulting Services and/or Projects:
- Expert witness on brokers' custom and practice for professional liability insurance
- Expert witness on professional liability insurance
- Expert witness on D&O insurance
- Employment practices liability insurance
- Crime insurance
Licenses & Certifications:
| California State Bar Association (Inactive) |
| R.P.L.U. From Professional Liability Underwriting Society |
Education:
| Degree | Subject | Institution | |
|---|---|---|---|
| B.A. | Santa Clara University | ||
| M.S.F.S | Georgetown University | ||
| J.D. | University of San Francisco |
