Insurance Expert 165064 CA(N)

Expertise Description

I have more than 40 years of wide-ranging experience in the insurance industry. My expertise includes: insurance, risk management, insurance fraud, property insurance, life insurance, disability insurance, excess and surplus lines insurance, homeowners insurance, and workers compensation. My additional expertise includes: aviation insurance, marine insurance, yacht insurance, liability insurance, errors and omissions insurance, bad faith, insurance claims, excess and umbrella insurance, offshore insurance, duty of care insurance, and custom and practice insurance. I have prior expert witness experience with consultations, deposition, and courtroom testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes: Customs and practices in the insurance industry; Duty of care issues – carrier and producer; Bad faith / good faith; Underwriting practices and claims practices; Aviation insurance; Marine insurance – commercial and general; Coverage issues.

Consulting Experience

My consulting experience includes: Forms, rate development; Automation at carrier and producer levels; Offshore insurance; Risk Retention Act; Risk management.

Relevant Experiences

I’ve certainly had experience with large accounts, as a broker, and now as a risk management consultant. As a broker, I acted on behalf of a movie’s producer, arranged all the coverages for a major Hollywood movie.

Over the years I have been designated as an expert witness in similar cases. Most of the time they dealt with full disclosure issues by the insurance agent and or the carrier.


Degree Subject Institution
B.S. Engineering – Physics University of California at Berkeley

Licenses Certifications

California Insurance Agent/Broker – Property and Casualty
California Insurance Agent – Life and Health

Primary Affiliation

Western Association of Insurance Brokers