Expertise DescriptionI have more than 20 years experience in the field of Insurance, including combined insurance brokerage and executive senior corporate counsel experience. I have over 10 years executive management experience with international, large regional, and financial institution-owned insurance brokerages. I also have more than 10 years senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, insurance company and broker relationships, insurance standard of care for agents and brokers, insurance industry custom and practice, non-admitted insurance, and employment matters. I have prior expert witness experience with consultations, deposition, and courtroom testimony.
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My expert witness experience includes: property and casualty; life and health insurance brokerage operations; retail brokers; actuaries; third party administrators; safety engineers / loss control specialists; risk management consultants; wholesale brokers; reinsurance brokers; identifying E & O risk management issues; implementing preventative operational measures and best practices
My consulting services include: managed and handles a variety of international, national, and middle market accounts; oversaw the implementation of self-insurance / large retentions / alternative risk transfer vehicles; involved in foreign placements; oversaw wholesale brokerage operations; reviewed insurance underwriting; oversaw various reinsurance placements; managed technical services / loss control / actuarial / risk management consulting operations; responsible for actuary services / actuary liability oversight; oversaw and implemented insurer solvency / market security standards; oversaw finance and accounting operations; assisted agencies and brokerages, as well as customers through mergers & acquisitions; oversaw insurance sales; developed client services standards; oversaw technology infrastructure; oversaw human resources management; oversaw insurer / broker relationship management.
|J.D.||University of Kentucky|
|M.B.A.||Loyola University of Maryland|
|Texas Resident Property & Casualty / Life & Health|
|Series 6 & 23|
Awards & Affiliation
Maryland Bar Association