Expertise Description
I have more than 30 years of experience as a Life Underwriter. I am the Founder and Principal of an audit, advisory, and actuarial firm focusing on the development of proprietary discovery, analysis, forward modeling and negotiating techniques associated with the employee benefits industry. I also founded a research foundation that focuses on researching healthcare delivery, financing and consumer issues to expand the utility and transparency of statistical and mathematical metric techniques required to accurately forecast future trends. I have prior expert witness experience with consultations and deposition.Areas of Expertise
Expert Witness
I was the professional witness/advisor during a broker malpractice case with great success.
Consulting Experience
My consulting work includes founding a employee benefits advisory firm that works with employers, medical providers and the professional insurance community to develop effective forward strategies. My services includes forensic health & welfare auditing, forward plan modeling, healthcare consulting, actuarial services, data management, litigation support and technical training.
Professional Experiences
My experience includes working as a home office underwriter , actuarial science adjunct professor, healthcare risk management consultant, and university pedagogical advise, which provides the background necessary to address insurance cases involving agent/broker malpractice situations.
Education
| Degree | Subject | Institution |
|---|---|---|
| Ph.D. | Financial Planning | American College |
| M.S. | Financial Sciences | American College |
| B.S. | Financial Sciences | American College |
Licenses Certifications
Insurance Councilor, Texas Department of Insurance
Managed Care Certification, Temple University
Chartered Life Underwriter (CLU), American College
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