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Expertise Description

I have over 40 years experience with Liability Insurance. My experience includes: insurance brokerage; consulting and underwriting, particularly with respect to Directors & Officers; and Professional Liability insurance. I have served clients as a broker, group captive administrator, and consultant, primarily handling complex, hard to place accounts for several large prominent international brokerage firms. I have helped clients of all sizes solve difficult coverage design and implementation challenges. I have broad experience in policy drafting and application design, insurance program structure, reinsurance, and marketing to insurers. I am skilled in coverage analysis, particularly for “claims made” Professional Liability, Directors & Officers (D&O), and related insurance products.

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Expert Witness

My expert witness experience includes: Interpreting language of workers compensation insurance, especially relating to coverage effective dates; Analyzing underwriting of professional liability policy, including effect of hiding knowledge of potential claims when applying for insurance; Interpreting customized clauses in products liability policies; Terms and conditions of following-form excess liability insurance policies.

Consulting Experience

My consulting services include: Expert witness on brokers' custom and practice for professional liability insurance; Expert witness on professional liability insurance; Expert witness on D&O insurance; Employment practices liability insurance; Crime insurance.

Relevant Experiences

As a broker from 1985 to 2009, I had a lot of experience with Risk Retention Groups, other forms of member-owned insurance companies, group purchasing programs and traditional insurance companies. 


B.A.Santa Clara University
M.S.F.SGeorgetown University
J.D.University of San Francisco

Licenses Certifications

California State Bar Association (Inactive)
R.P.L.U. From Professional Liability Underwriting Society

Awards & Affiliation

Primary Affiliation

Professional Liability Underwriting Society

Partial List of Consulting Expert Witness Cases