Insurance Regulatory Matter Expert 358336 FL

Expertise Description

My career has spanned over 40 years working in the insurance industry and as an Actuary. My expertise is in loss reserve valuations, risk assessment, worker's compensation, long tailed lines, catastrophes and reinsurance, decision making, basic and excess pricing, model building, residual markets, company operations and administration, data collection and compilation, consulting, auditing, and financial reporting. I have also spent more than 20 years as an insurance industry expert witness by offering deposition, consultations, and courtroom testimony.

Areas of Expertise

Expert Witness

I have testified in front of regulators and regulatory panels, worked with legislators, insurers, reinsurers, agents, consumers and associations.

Consulting Experience

My consulting experience includes founding an actuarial consulting practice, which specializes in valuations, loss reserve estimation, risk analysis and business transactions.

Professional Experiences

My professional experience includes working at an insurance company and managing each of the administrative and government, insurance industry and public relations areas doing what was required to maintain adequate rates, rating plans and programs for Workers Compensation.

Relevant Experiences

I have extensive property & casualty insurance industry experience, performing financial projections, risk assessment, balance sheet valuations, valuing cost of claims including workers compensation claims (individually by the claimant and in the aggregate), asbestos liability and cost of pharma claims, along with representing both defendants and plaintiffs. I recently represented the plaintiff, a General Partner, against a large insurer as a limited partner, performing a financial valuation of rates of return on proposed deals in dispute. I have testified and provided expert reports in a variety of venues, including jury trials, bench trials, administrative hearings, depositions, in state, Federal courts, federal and state government agencies.

I am very familiar with the processes required for drafting and filing policy forms, endorsements, rates and rating programs. I have done so extensively working with the insurance industry representatives and regulators to do so.


Degree Subject Institution
Ph.D. Mathematics Steven Institute of Technology
M.S. Mathematics Steven Institute of Technology
B.S. Mathematics City University of New York

Awards & Affiliation

Casualty Actuarial Society
American Academy of Actuaries
Matt Rodermund Service Award
CAS Discipline Committee
Committee on Professionalism in Education

Primary Affiliation

Casualty Actuarial Society