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 Expert  727298

Expert in Risk Analysis, Enterprise Risk Management, Financial/Risk Modeling, All Lines Property/Casualty

Available for your Consulting and Expert Witness Needs

Texas (TX)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert is a subject matter expert for Enterprise Risk Management (ERM) Consulting and risk assessments who has worked with small, middle-market, and Fortune 100 companies to analyze, prioritize, mitigate, and implement solutions on all forms of corporate risk, including strategic, operational, financial, and hazardous. Clients include organizations accross all industries and geographic regions.

enterprise risk management


risk assessment


project risk management


risk management


exposure assessment

Expert has experience in all lines of Property & Casualty and he has been a team leader in Alternative Risk Finance consulting for over 22 years in areas including captive and risk retention group feasibility, integrated and finite risk, trade credit, residual value, warrantee programs, LPTs, collateral alternatives, and 144 insurance trusts. He has also consulted on the design and placement of large corporate risk management structures, commercial insurance placements, policy coverage, endorsements, and excess and surplus lines placements.

auto insurance


business insurance


casualty insurance


claims made policy


commercial insurance


excess and surplus insurance




insurance claim handling


medical malpractice


professional liability


self-insurance plan


workers' compensation

Expert has an extensive background in quantitative analyses, risk modeling, loss forecasting, reserve funding analyses, cash flow, risk retention, total cost of risk (TCOR) analyses, benchmarking, collateral requirements, allocation systems, TX opt-out, self-insurance, and captive feasibility studies.





sensitivity analysis


allocation modeling


cost modeling


financial modeling








trend forecasting


cash flow modeling

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Houston, Texas;  Pasadena, Texas;  Beaumont, Texas;  College Station, Texas;  Baytown, Texas;  Bryan, Texas;  Sugar Land, Texas;  Port Arthur, Texas;  Galveston, Texas;  and Missouri City, Texas.

Year   Degree   Subject   Institution   Honors
1995   MBA   General Business   Loyola Chicago   Magna Cum Laude
1985   BA   Finance and Real Estate, Minor: Economics   Colorado State University  

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to 2009




Captive/Program Management


Managing Director and Office Head


Expert built the Las Vegas, NV and Phoenix, AZ captive management markets from the ground-up, serving as the senior account manager and served on the Board of Directors on four captives. He also managed a client's Medical Malpractice Insurance Company. As General Manager, he was responsible for a turnaround of the insurance company (suffering from declining enrollments, decreasing rates, and sub-optimum quality of service) by achieving internal cultural change.

2005 to 2006




Corporate Alternative Risk Solutions


Managing Director


Expert developed and implemented national professional standards, compliance, and educational programs to over 1000 risk management professionals brokering highly sensitive, complex risk finance solutions. As a subject matter expert, he was challenged with relaunching several product lines. He directed sales and distribution of ARS products and services across North America and collaborated with ARS counterparts globally, led a rebranding effort for alternative risk solutions' portfolio of specialty insurance products and structured risk solutions through management of virtual team of professionals and consultants. He also revamped all online and print communications, marketing material, compliance standards, in-house training, and technical materials to be in compliance with corporate guidelines and SEC regulations.

1994 to 2005




Marsh Risk Finance


South Region Practice Leader


Expert was accountable for management of 20 field offices and nine highly-motivated employees providing actuarial consulting, quantitative analysis, ERM consulting, specialty insurance products, and risk finance solutions.

1990 to 1994


Kemper Insurance


Corporate Claim Department


Manager, Teleplus -800 Claim Reporting


Expert designed, developed, and marketed an innovative call center for claims reporting and data management system to track and report Worker's Compensation and Liability regulatory requirements. He customized client specific coding used in metric trending, including lag-time reporting benchmarking to reduce claim costs.

1989 to 1990


Kemper Insurance


Corporate Claim Department


Systems and Business Analyst


Expert coordinated system development and implementation for the national claim and litigation operations serving 117 claims and law offices.

1986 to 1989


Kemper Insurance


Claim Department


Multi-line Claims Representative


Expert was a multi-line field Claims Representative.

2009 to






Senior Placement Specialist


Risk analysis and program placement for commercial and corporate risk management programs

Career Accomplishments:

Expert is a Director of the Nevada Captive Insurance Association, a member of the Arizona Captive Insurance Association, a member of the Captive Insurance Companies Association, and a Director/Treasurer of the Anthem Highlands Homeowners Association.


Expert is a licensed insurance broker in AZ, CA, CO, ID, NM, NV, OR, TX, UT, and WA.

Consulting Services:
Selected Consulting Examples:
  • As an ERM and Risk Finance subject matter expert with over 22 years of experience, Expert has extensive consulting experience. Notable projects include an ERM study for a REIT that cited the project as one of the “top 15 successes” in the client's annual report to shareholders. Other sample projects include:A Food Company – Identified $463M in unmitigated risks in ERM study, set strategy to lower to $68M, with a $39M investment (a 10-fold return on investment); Metals Company – price/value stabilization coverage on inventory; Cotton Ginners – volume stabilization coverage on annual cotton yield; Chemical Company – risk assessment on hazardous transport to a new customer; State of XX – complete a property exposure analysis vs. funds available to cover losses.
Recent Client Requests:
  • Expert training for consulting on ERM.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert in securities analyst regulation and compliance.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1997 to 1997   United Kingdom   Expert was the project manager for an ERM consulting project that included an analysis of the UK operations of a US-based global corporation.
2004 to 2004   Mexico   Expert was a lead consultant on an ERM project for a major energy organization based in Mexico City.

Additional Skills and Services:

Expert has been a speaker at National RIMS Conferences and at several local RIMS Chapter seminars. He has also spoken at the University of Georgia, Terry School of Business, Center for Enterprise Risk Management.


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