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Expertise Description

I have more than 45 years of experience in providing analysis of construction defect exposures, including analysis of risk exposure coverage; Labor Code exposures, ADA compliance, including assisting with administration of prevailing wage in California; to assist with operational concerns, logistics, risk management, Workers Compensation underwriting and executive management. As a Claim and Litigation Manager my responsibilities included significant case handling for exposures in excess of client’s self-insured retention through various levels of the reinsurance in the United States and offshore venues. I have over 15 years of expert witness experience with consultation and deposition.

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Expert Witness

I have been retained as an Expert on cases involving tort application of excess policy; calculation of premium in retrospective Workers Compensation Program; by defendant (criminal action regarding classification of works, audit and premium calculation); and by defendant (criminal policy formation and projected benefits).


Consulting Experience

My consulting experience includes analysis of construction defect exposures, including analysis of risk exposure coverage; Labor Code exposures, including assisting with administration of prevailing wage in California; to assist with operational concerns, logistics, risk management, and Workers Compensation underwriting and executive management. As a Claim and Litigation Manager my responsibilities included significant case handling for exposures in excess of client’s self-insured retention through various levels of the reinsurance in the United States and offshore venues. I have been engaged by insurance companies for carrier review preceding the attachment of E&O and/or reinsurance attachment; for reinsurance/policy construction and analysis; for formation of reinsurance and program presentation to Regulators; and for a commodity transfer reinsurance program. In 2000 I was requested to assist with an insurance company’s run off for their self-insured and large deductible programs, including trucking, airlines and other various risks. I was also engaged by an insurance brokerage for support of underwriting submissions for Workers Compensation and other risks.


Professional Experiences

My professional experience includes providing risk analysis and risk management services to the construction industry since January of 2000. Previous to the formation of my company, I worked in the insurance industry for 30 plus years as a Litigation Manager for various insurance carriers. Since my company’s formation I have assisted major insurance carriers and served as a consultant to various reinsurance and captive insurance carriers. I have also been engaged to provide analysis of construction defect exposures, including analysis of risk exposure coverage; Labor Code exposures, including assisting with administration of prevailing wage in California; to assist with operational concerns, logistics, risk management, and Workers Compensation underwriting and executive management. As a Claim and Litigation Manager my responsibilities included significant case handling for exposures in excess of client’s self-insured retention through various levels of the reinsurance in the United States and offshore venues. My company has been engaged several insurance companies for carrier review preceding the attachment of E&O and/or reinsurance attachment; for reinsurance/policy construction and analysis; for formation of reinsurance and program presentation to Regulators; and for a commodity transfer reinsurance program. In 2000 my company was requested to assist with an insurance company’s run off for their self-insured and large deductible programs, including trucking airlines and other various risks. I was also engaged by an insurance brokerage for support of underwriting submissions for Workers Compensation and other risks.


Licenses Certifications

American Institute of Insurance (LPCS)
Registered Professional Adjusters (RPA)