Expert Witness 374676
Insurance
California
Bachelor, United States Naval Academy
Cases
Deposition Experience
Court Testimony Experience
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Cases
Deposition Experience
Court Testimony Experience
An insurance and risk management professional holding a Juris Doctor, Chartered Property Casualty Underwriter, Registered Professional Liability Underwriter, Associate in Risk Management, and Associate in Claims designations, he brings more than 36 years of industry experience focused on the evaluation of insurance practices, broker and agent standard of care, and carrier conduct, including bad faith claims handling. His background spans brokerage operations, underwriting, claims management, and risk analysis, with deep familiarity in insurance industry customs, operational procedures, and the relationships between carriers, brokers, and insureds. His expertise covers a broad spectrum of lines, including commercial and personal property and casualty, professional liability and errors and omissions, directors and officers liability, employment practices liability, workers' compensation, life and health insurance, and specialty and surplus lines.
Drawing from extensive real-world and consulting experience, he has served in executive and advisory roles within the insurance industry, in addition to teaching risk management and insurance-related subjects. His work includes detailed analysis of claims handling practices, policy interpretation, broker conduct, and compliance with accepted industry standards. He has also been involved in regulatory and professional organizations supporting insurance education and litigation practices, reinforcing his familiarity with evolving standards and expectations within the field.
In a forensic capacity, he has been retained in more than 500 matters nationwide, providing expert analysis and testimony in disputes involving insurance coverage, bad faith, professional liability, and broker conduct. His experience includes over 100 depositions and trial testimonies, with casework spanning multiple jurisdictions and involving both plaintiff and defense engagements. He applies industry-specific knowledge and practical experience to assess standard of care, claims practices, and insurance operations in complex litigation contexts.
Full Name
Title / Credentials
Contact Information
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Degree Type
Doctorate
Field of Study
Juris Doctor
Institution
Kennedy University
Degree Type
Bachelor
Field of Study
Business Administration
Institution
California State University-Chico
Type
Certification
Certification / License
Chartered Property and Casualty Underwriter (CPCU)
Issuing Authority
The Institutes
Type
Certification
Certification / License
Registered Professional Liability Underwriter (RPLU)
Issuing Authority
Professional Liability Underwriting Society (PLUS)
Tags:
Insurance Coverage
Contract Disputes Bad Faith
Professional liability insurance
Workers Compensation Insurance
Underwriting
Life Insurance
Whole life insurance
Type
Certification
Certification / License
Associate in Risk Management (ARM)
Issuing Authority
The Institutes
Type
Certification
Certification / License
Associate in Claims (AIC)
Issuing Authority
The Institutes
Type
License
Certification / License
Insurance Broker/Agent – Property & Casualty, Life & Accident
Issuing Authority
California Department of Insurance (CDI)
Type
License
Certification / License
Insurance Broker/Agent – Property & Casualty, Life & Accident
Issuing Authority
Oregon Division of Financial Regulation (DFR)
Type
License
Certification / License
Insurance Claims Adjuster
Issuing Authority
Oregon Division of Financial Regulation (DFR)
Type
Certification
Certification / License
Mediator Certification
Issuing Authority
University of California, Berkley