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
A J.D. and Certified Claims Professional (CCP) with more than 40 years of experience in specialty liability insurance, brokerage, underwriting, and claims management, this professional liability insurance expert witness analyzes disputes involving insurance broker standard of care, broker errors and omissions, underwriting practices, claims-made coverage, surplus lines placements, and insurer bad faith. For approximately 30 years, he has provided litigation consultation, prepared expert reports, and delivered deposition, arbitration, and trial testimony in state and federal courts in numerous broker E&O, claims-made, and bad faith matters. He currently serves as President of a specialty insurance consulting firm and previously held executive roles including President, Chief Executive Officer, Senior Vice President, and principal within brokerage, underwriting, and claims organizations. Earlier in his career, he led a claims adjusting and auditing company that developed qualitative claims auditing and compliance methodologies adopted by multiple insurers and public entities, reflecting standards consistent with NAIC Fair Claims Practice guidelines.He is licensed in California as a Property and Casualty Insurance Adjuster, Property and Casualty Insurance Broker-Agent, and Surplus Line Broker. He holds a Juris Doctor and a Bachelor of Arts and has served in leadership and governance roles within national professional liability organizations, including board and executive committee service.
Full Name
Title / Credentials
Contact Information
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Degree Type
Doctorate
Field of Study
Juris Doctor
Institution
Lincoln University
Degree Type
Bachelor
Field of Study
Social Science
Institution
University of California-Berkeley
Type
License
Certification / License
California Property & Casualty Insurance Adjuster (P&C)
Issuing Authority
California (CA)
Type
License
Certification / License
Property & Casualty Insurance Broker-Agent (P&C Broker)
Issuing Authority
California (CA)
Tags:
Insurance Broker
Agent and Broker Error and Omissions
Agent and Broker Standards
Underwriting
Excess and surplus lines insurance
Surplus lines broker
Contract Disputes Bad Faith
Type
License
Certification / License
Surplus Line Broker (SLB)
Issuing Authority
California (CA)
Type
Certification
Certification / License
Certified Claims Professional (CCP)
Issuing Authority
California (CA)
Type
License
Certification / License
Life Agent (NYL)
Issuing Authority
New York (NY)
Type
License
Certification / License
Real Estate Agent
Issuing Authority
California Department of Real Estate (DRE)