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Expertise Description

I have been consistently engaged in the insurance and reinsurance profession for more than 40 years. I am a principal and founding member of a prominent insurance company, which is now in its 18th year of operations. The company was created to provide the insurance and reinsurance industry with a resource of senior technical support to audit insurance and reinsurance claims (including claims managed by TPAs), manage the runoff of legacy insurance liabilities and assist in commutations in the following lines of business: Casualty, including Excess Liability and Errors and Omissions, Property, Marine and Inland Marine, Accident, Health and Life. I have also spent over 30 years as an insurance expert witness by providing numerous clients with deposition, courtroom testimony, and consultations.

Areas of Expertise


Expert Witness

I have participated as an expert on a wide range of cases in arbitration as well as cases presented at U.S. State, Federal and District courts.


Consulting Experience

I have been engaged as a consultant on domestic and international insurance and reinsurance matters with regard to advising policyholders, insurers and reinsurers on accounting, claim and underwriting practices and procedures. In various capacities throughout my career, I have adjusted, investigated and supervised litigation with regard to various insurance and reinsurance programs. I have participated with American insurers and intemational reinsurers in evaluating companies that specialize in casualty and property claims management services. In addition, I have conducted numerous audits on behalf of reinsurers and retrocessionaires of insurance claim departments, third party administrators and independent claim companies. During the past 25 years, I have personally conducted insurance and reinsurance audits of more than 100 insurers and reinsurers on four continents.


Professional Experiences

I have been engaged as a consultant and expert witness on domestic and intemational insurance and reinsurance matters with regard to advising policyholders, insurers and reinsurers on accounting, claim and underwriting practices and procedures. I have years of experience in senior management positions, supervising professional liability specialists and technical staff.


Relevant Experiences

I have investigated and supervised claims against Public Entities on behalf of Issuing Carriers, Captive Carriers, and Reinsurers. I have audited and supervised TPA’s worker's compensation and general liability claims handling for the past 25 years. I have served as President of a TPA/Claims Management Company. I have completed a number of the TPA and Public Entity assignments which involved expert witness reports and testimony, some of which was against the TPA itself. I have investigated and testified on wrongful termination cases including recently a claims vice president suing a mutual insurance company, and I have worked directly for Risk Managers of Fortune 50 Companies providing in-house and international field support.


Education

Degree Subject Institution
University of LaVeme College of Law
B.A. University of California – Los Angeles CA

Licenses Certifications

Certified Arbitrator, ARIAS U.S.
Licensed Independent Adjuster

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Awards & Affiliation

American Bar Association
California Association of Independent Insurance Adjusters
Insurance & Reinsurance Legacy Association
International Association of Claim Professionals

Primary Affiliation

American Bar Association



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