Insurance and Risk Management Expert Witness

Expert Witness No. 3190

Expert 3190 is a nationally recognized expert in the insurance and risk management fields. Expert 3190 proficiency is the result of more than 35 years of experience as an underwriter, retail broker, program manager, consultant and expert witness. Expert 3190 expertise includes insurance broker operations and insurance industry standard of care, insurance marketing in the United States, London, Europe and Bermuda, alternative risk financing techniques, program structure, and coverage analysis.

Education

1966 - 1970
Cornell University
Ithaca, NY
Bachelor of Arts , Cum Laude

Professional Experience

Since 2000
Risk Management Independent Consultant
Principal. Risk management and insurance consulting. Expert witness testimony.

1997 - 2000
Insurance Services Company
Principal. Created and managed Risk Purchasing Group programs that were marketed through insurance brokers.

1997
Private Company
Managing Director, San Francisco Office. Head of the former office. Senior executive in charge of several major accounts.

1996 - 1997
Private Company
Managing Director, San Francisco Office. Head of San Francisco office. Senior executive in charge of several major accounts.

1986 - 1996
Private Insurance Brokers Company
Executive Vice President and Board Member, Head of Western Region, National Director and President of the San Francisco Office. Developed, implemented and responsible for Company’s entire Quality Control program including creation of procedures manual and auditing offices for compliance. Senior executive in charge of several major accounts.

1981 - 1986
Private Company
President of the San Francisco Office. Senior executive in charge of several major accounts in the San Francisco office.

1977 - 1981
Private Company
Vice President. Manager of Ocean Marine Department. Senior executive in charge of several major accounts in the San Francisco office.

1973 - 1977
Private Company
Manager, Ocean Marine, Inland Marine and International Department, underwriting.

Coverage Areas Of Expertise

Property
Builders Risk
Inland Marine
Ocean Marine
Auto Liability
General Liability
Umbrella Liability
Excess Liability
Employment Practices Liability
Directors & Officers Liability
Professional Liability
Workers Compensation

Industry Areas Of Expertise

Agricultural Co-operatives
Construction
Hospitals
Hotels
Legal Profession
Manufacturers
Public Entities
Real Estate
Restaurants
Schools
Universities

Other Areas Of Expertise

Alternative risk financing
Captives
Expert witness testimony
Insurance agency management
International programs
Multiyear programs
Professional Liability
Self-insurance feasibility
Insurance broker and agent Quality Control programs

License

California Brokers License

Professional Designations

Chartered Property Casualty Underwriter (Since 1978)
American Institute for CPCU and Insurance Institute of America