Expertise DescriptionI 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.
Areas of Expertise
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.
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.
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|
|J.D.||University of San Francisco|
|California State Bar Association (Inactive)|
|R.P.L.U. From Professional Liability Underwriting Society|
Awards & Affiliation
Professional Liability Underwriting Society
Partial List of Consulting Expert Witness Cases