risk management Expert 502178 MA

Expertise Description

I have more than 50 years experience in the field of Insurance with expertise in Risk Management. I have experience with related property and casualty insurance; fairness of premium charges; services provided by agents, brokers and insurers; and risk financing techniques. I have performed risk management and insurance studies, including enterprise risk management assessments and merger and acquisition due diligence. I have over 35 years expert witness experience with consultation, deposition, and court testimony.

Areas of Expertise

Expert Witness

My expert witness experience includes cases of insurance agent/broker errors or omissions, insurance industry practices, premium disputes, insurance coverage, and technical interpretation of insurance contract language, terms and conditions.

Professional Experiences

My professional experience includes Vice President and Principal of a consulting firm for Risk Management.

Relevant Experiences

My experience with professional liability insurance is derived mainly from assisting clients who have been exposed to claims arising out of their professional services with their insurance programs. I have reviewed numerous professional liability policies carried by attorneys, medical professionals, engineers, consultants, and others, and have an understanding of policy language and the underwriting process related to such policies.


B.B.A.University of MassachusettsAmherst

Licenses Certifications

Chartered Property Casualty Underwriter (CPCU)

Awards & Affiliation

Society of Risk Management Consultants
Society of CPCU

Primary Affiliation

Society of Risk Management Consultants