Disability Insurance Claims Certified Public Accountant Financial Forensics Expert Witness

Is prepared to opine and give expert witness testimony in the following topics


Financial Risk Consulting, Disability Insurance Specialist, Claims Adjudication Assigned JHA Reinsurance, Long Term Disability ID Claims, LTD Claims, Disability Casualty Losses,

Maine

 

 

 


Expert No. 2947

 

PROFESSIONAL EXPERIENCE
Private CPA Risk Services (2002 to Present) Scarborough, Maine President

  • Financial risk consulting services on a contract basis for disability and casualty losses  
  • Expert witness assignments
  • Training on financial risk assessment issues within insurance industry

JHA (now GenRe)  (2002 – 2005)Portland, Maine
Director of Disability Financial Consultant Services

  • Financial risk consulting services with JHA reinsurance clients  
  • Provide claims adjudication advice to assigned JHA reinsurance clients

UnumProvident (1999 – 2002)Portland, Maine 
Manager/Director, Consulting Professional Accountants Team

  • Manage staff of professionals in Portland, ME and Glendale, CA.  Coach staff to improve productivity.  Provided technical financial review support for LTD and ID claims.
  • Work with other sites to streamline processes and improve quality of work product while improving productivity.  Work closely with other sites to ensure consistent methodology utilized by staff in reviewing claims from a financial perspective.   
  • Develop reference materials and forms for claim handlers; train claim analysts in Portland.  Assist management with implementing steps to improve accuracy of financial calculations on claims.
  • Work with Legal and Special Investigation departments.

Unum Insurance (1988 – 1999) Portland, Maine             
Manager/ Director, Financial Services 

  • Technical financial support for ID underwriting, sales and claims.  Technical assistance on tax issues, earned income, business value, contract interpretation, loss of earnings due to disability.
  • Develop materials and train sales reps, sales support, underwriters and claims staff.  Continuing education seminars for brokers.
  • Work with Legal and Special Investigation departments.

 

EDUCATION
University of Southern Maine Portland, Maine   Bachelor of Science in Business Administration, accounting focus 

  • Graduated Magna Cum Laude1977


PROFESSIONAL CREDENTIALS

  • Certified Public Accountant (CPA) 
  • Certified in Financial Forensics (CFF)
  • Forensic Certified Public Accountant (FCPA)


PROFESSIONAL MEMBERSHIPS

  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, AICPA Forensic and Valuation Services Section (FVS)
  • Member, Association of Certified Fraud Examiners (ACFE)
  • Member, New England Claims Association (NECA)
  • Member, International DI Society (IDIS)
  • Member, Forensic CPA Society (FCPAS)

 

OTHER WORK EXPERIENCE
Unionmutual/Unum Insurance (1984 – 1988) Portland, ME   

  • Project Accountant
  • Project accountant in Corporate Accounting department.  Projects included information gathering for demutualization and implementation of new corporate General Ledger program.

Osteopathic Hospital (1979 – 1984) Portland, ME

  • Staff Accountant
  • Hospital staff accountant.  Accountabilities included monthly journal entries, working with external auditors, fixed asset inventory, Medicare and Medicaid cost reports.

Otis and Ouellette, CPA’s (1977 – 1979) South Portland, ME
Staff Accountant

  • Public accounting firm staff accountant.  Accountabilities included review of client financial records, preparation of annual Financial Statements and tax returns for clients.

Andover College (1977 – 1982) Portland, ME
Accounting Instructor

  • Part-time instructor for accounting courses.  

 

CONTINUING EDUCATION/TRAINING

  • Annual training includes at least 40 continuing education credits/ CPE’s including annual tax updates, ethics, fraud, investigation, forensic accounting and other related topics to maintain professional credentials and expand knowledge and skills. 

 

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