Expert 524056 - IL


Expertise Description

I have spent more than 45 years working as an Actuary. My areas of expertise include actuarial audits for public and private entities including mutual, stock and fraternal insurance companies, health and welfare plans, self funded plans, private and public pension plans, state insurance departments and the Internal Revenue Service. I also have knowledge in insurance company mergers, acquisitions and appraisals, which include determining the fair market value of insurance companies and blocks of business. I have provided consultations, courtroom testimony, and deposition as an actuary expert witness for over 15 years.

Areas of Expertise


Expert Witness

I have provided expert witness testimony for the IRS, health care providers, insurance agents and lawyers on actuarial issues related to insurance and healthcare litigation.


Consulting Experience

I have consulted on insurance company mergers, acquisitions and appraisals which included determining the fair market value of insurance companies and blocks of business.


Education

Degree Subject Institution
B.S. Mathematics with minor in Business and Economics Illinois Institute of Technology

Awards & Affiliation

American Academy of Actuaries
Society of Actuaries
Actuarial Committee for the National Alliance of Life Companies

Primary Affiliation

American Academy of Actuaries



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