Insurance Broker Expert 455037 CA(S)

Expertise Description

I have more than 30 years experience in the field of Insurance with expertise in negotiating the sale and purchase of insurance agencies and the terms and development of specialized insurance products in partnership with major insurance companies. I have additional experience with formation and management of group captives. I have over 10 years expert witness experience.

Areas of Expertise

Expert Witness

I have provided expert witness testimony in disputes involving agents and brokers errors and omissions, coverage issues and customs and practices in the insurance industry.

Consulting Experience

My most recent consulting work includes acting as a consultant on new programs and services for JPAs, Healthcare, and Workers Compensation.

Professional Experiences

I am a seasoned insurance executive with a wide range of entrepreneurial and technical
insurance experience. I have directed and negotiated a variety of special insurance programs from my position as president and chief executive of a major regional insurance brokerage firm, executive of an international brokerage firm, and as a principal in new insurance technology investments.


Degree Subject Institution
Business Claremont Men's College

Licenses Certifications

Chartered Property Casualty Underwriter (CPCU) Designation