Possessing more than 40 years of experience in risk management and insurance, this expert specializes in agent and broker standard of care, insurance industry custom and practice, and coverage analysis across a broad range of policies, including property, business interruption, workers’ compensation, excess liability, and directors’ and officers’ liability. His expertise also extends to alternative risk financing, insurance brokerage operations, and evaluation of systems and procedures, with experience addressing complex claims scenarios such as wildfire liability and large-scale commercial losses. His background includes extensive insurance market experience across domestic and international markets, including the United States, London, Bermuda, and Europe, reflecting a global perspective on risk management and insurance practices.

Grounded in extensive executive and advisory experience, he has served as an independent risk management consultant and expert witness since 2008, providing analysis, reporting, and testimony in matters involving insurance practices, coverage disputes, and industry standards. His career includes senior executive and managing director roles within large global brokerage environments, where he managed major corporate client relationships, including Fortune 500 organizations, developed service strategies, built and led large account practices, and recruited and supervised professional staff. His experience also includes early career work as a property and casualty underwriter, providing a carrier-side perspective on complex commercial risks, as well as board-level involvement in strategic planning, mergers and acquisitions, and corporate governance.

Complementing his professional practice, this expert holds a Bachelor of Arts in Political Science and has completed legal studies, supporting a strong foundation in regulatory and contractual analysis within the insurance field. His litigation experience includes extensive deposition testimony in state and federal courts, as well as testimony in arbitration proceedings and regulatory venues, including matters before the American Arbitration Association and a state public utilities commission, with case experience involving agent and broker standard of care, insurance customs and practices, and complex coverage issues.