Bringing more than 40 years of experience in commercial insurance and risk management, this expert witness analyzes disputes involving broker standard of care, insurance coverage interpretation, and complex liability structures. Their work includes more than 10 years of expert witness involvement with consultation, deposition, and courtroom testimony in over 50 arbitration and litigation matters, including cases related to broker errors and omissions, breach of contract, and property damage and business interruption claims, as well as issues tied to the Bermuda excess liability insurance market.

Academic preparation includes a bachelor’s degree in business administration. Professional designations include Associate in Risk Management (ARM), Chartered Property and Casualty Underwriter (CPCU), and Certified Professional Mediator, along with insurance agent and broker licensure across multiple jurisdictions. These credentials support evaluation of insurance placement practices, policy structures, and compliance with industry standards.

Throughout their career, this expert has worked as a consultant, broker, and risk manager, developing and assessing insurance programs for complex organizations and advising on coverage strategies and risk exposure. Their experience includes analysis of broker-client relationships, determination of adherence to professional standards of care, and evaluation of excess liability placements, captive insurance arrangements, and global risk transfer programs. Their work also includes consulting on insurance requirements for emerging technologies, including advisory work with federal agencies on risk and coverage considerations.

In addition, their professional involvement includes leadership roles within industry organizations, including service as past chairman of a chemical and drug insurance group and board-level participation with insurance and reinsurance entities. This background supports application of industry customs, governance practices, and regulatory considerations in evaluating insurance disputes.