Risk Management Expert Witness Newport Beach 505517


Expertise Description

Over the past 48 years in which I have reviewed law firm billing practices and conduct, I have had regular access to current law firm rates in the Los Angeles County, Orange County, Inland Empire, and San Diego metropolitan areas. My experience in review and evaluation of legal fees are in the context of insurance and reinsurance carriers; in private enterprise on the behalf of clients’ in the context of class action, employment litigation and construction litigation; and captive insurers’ engagement of counsel both for the captive and to the benefit of it’s clients.

Experience is both pre and post CC2860 and in the context of Lodestar fee analysis and auditing law firms’ billing invoices and includes a review of over $150.0 million in legal bills. I also regularly review court opinions on attorneys’ fee motions and requests; and authorize research into the local legal environment to provide a factual framework for evaluating legal fees.

My expertise is associated with a Liability Program Management Firm offering liability containment for internal/external risk for JPAs, Municipality, state, and county entities; creating alternative risk transfer plans, such as domestic/foreign Captives, JPA and risk retention groups; and provide liability containment services for clients in the construction industry to include Safety, OSHA, FEHA, and contractual compliance.

I also provide expert services for Workers Compensation process, pricing and value analysis.

Areas of Expertise


Expert Witness

I have been retained as an Expert regarding tort application of excess policy; calculation of premium in defense of an individual charged with insurance fraud; in defense of a captive insurance company for violation of 831(b) and risk performance; on behalf of a defendant charged with violation of Workers Compensation reporting and Prevailing Wage calculation.


Consulting Experience

My consulting experience includes analysis of construction defect exposures, including analysis of risk exposure coverage; Labor Code exposures, including assisting with administration of prevailing wage in California; to assist with operational concerns, logistics, risk management, and Workers Compensation underwriting and executive management. As a Claim and Litigation Manager my responsibilities included significant case handling for exposures in excess of client’s self-insured retention through various levels of the reinsurance in the United States and offshore venues. I have been engaged by insurance companies for carrier review preceding the attachment of E&O and/or reinsurance attachment; for reinsurance/policy construction and analysis; for formation of reinsurance and program presentation to Regulators; and for a commodity transfer reinsurance program. In 2000 I was requested to assist with an insurance company’s run off for their self-insured and large deductible programs, including trucking, airlines and other various risks. I was also engaged by an insurance brokerage for support of underwriting submissions for Workers Compensation and other risks.


Professional Experiences

My professional experience includes providing risk analysis and risk management services to the construction industry since January of 2000. Previous to the formation of my company, I worked in the insurance industry for 30 plus years as a Litigation Manager for various insurance carriers. Since my company’s formation I have assisted major insurance carriers and served as a consultant to various reinsurance and captive insurance carriers. I have also been engaged to provide analysis of construction defect exposures, including analysis of risk exposure coverage; Labor Code exposures, including assisting with administration of prevailing wage in California; to assist with operational concerns, logistics, risk management, and Workers Compensation underwriting and executive management. As a Claim and Litigation Manager my responsibilities included significant case handling for exposures in excess of client’s self-insured retention through various levels of the reinsurance in the United States and offshore venues. My company has been engaged several insurance companies for carrier review preceding the attachment of E&O and/or reinsurance attachment; for reinsurance/policy construction and analysis; for formation of reinsurance and program presentation to Regulators; and for a commodity transfer reinsurance program. In 2000 my company was requested to assist with an insurance company’s run off for their self-insured and large deductible programs, including trucking airlines and other various risks. I was also engaged by an insurance brokerage for support of underwriting submissions for Workers Compensation and other risks.


Licenses Certifications

American Institute of Insurance (LPCS)
Registered Professional Adjusters (RPA)

Awards & Affiliation

Directors of the National Association of Litigation
National Association of Subrogation Professional
Forensic Expert Witness Association.

Primary Affiliation

Directors of the National Association of Litigation



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