Expert Witness 374676
Insurance
California
Bachelor, United States Naval Academy
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
Spanning more than 35 years in the insurance and reinsurance industry, this expert witness provides analysis and testimony in matters involving reinsurance claims, direct claims handling practices, and contract compliance across multiple lines of coverage. Their litigation-related work includes more than 15 years of expert witness experience, with involvement in consultations, depositions, and courtroom testimony in disputes involving professional liability, general liability, workers’ compensation, auto, property, and medical malpractice claims, including preparation of claims for arbitration and litigation.
Drawing on extensive operational experience, their expertise includes management and evaluation of reinsurance claims across professional liability (errors and omissions), general liability across primary, excess, and umbrella layers, and direct claims involving large commercial and Fortune 500 insureds. Their background reflects substantial hands-on claims handling in addition to oversight responsibilities, including adjusting casualty claims, managing complex multi-line exposures, and preparing matters for arbitration. Additional capabilities include claims auditing and preparation of audit reports across diverse books of business, including products liability, workers’ compensation, auto, asbestos, hazardous waste, and medical malpractice.
A key component of their work involves detailed evaluation of claims processes and dispute resolution. This includes conducting pre-bind and ongoing claims audits, assessing insurer handling practices, and supporting reinsurance litigation management and commutation negotiations. Their experience also includes coordination between claims and information management systems, development of reporting frameworks for senior management, and implementation of claims control systems to monitor performance and exposure across multiple lines of business.
Professional experience includes leadership roles such as Team Leader for professional liability and contract compliance inspections, with responsibility for overseeing audit functions, reinsurance litigation support, and client engagement. Prior roles include Assistant Vice President and Assistant Secretary positions with responsibility for claims management, audit leadership, and commutation negotiations, as well as earlier positions involving claims supervision, system coordination, and multi-line field adjusting, providing a comprehensive foundation in both direct claims handling and reinsurance-focused oversight. This expert holds a Bachelor of Science degree and maintains professional designations including Chartered Property and Casualty Underwriter (CPCU), Associate in Claims (AIC), and Certificate of General Insurance (INS), along with certification as an ARIAS U.S. arbitrator and licensure as an Independent Insurance Adjuster in California and Florida.
Full Name
Title / Credentials
Contact Information
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Degree Type
Bachelor
Field of Study
Physics
Institution
University of Minnesota-Twin Cities
Degree Type
Master
Field of Study
Business Administration
Institution
University of Minnesota-Twin Cities
Type
Certification
Certification / License
Certificate of General Insurance (INS)
Issuing Authority
The Institutes (Insurance Education Organization)
Type
Certification
Certification / License
Associate in Claims (AIC)
Issuing Authority
The Institutes
Tags:
Reinsurance
Professional liability insurance
Excess And Umbrella Insurance
Workers Compensation Insurance
Casualty insurance
Type
Certification
Certification / License
Certified Arbitrator (CPCU)
Issuing Authority
Arias Society – U.S. Chapter (ARIAS·U.S.)
Type
Certification
Certification / License
Independent Insurance Adjuster
Issuing Authority
California Department of Insurance
Type
Certification
Certification / License
Independent Insurance Adjuster
Issuing Authority
Florida Department of Financial Services