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 Expert  727497

Expert in Property/Casualty Insurance, Insurance Liability, Coverage Disputes


Available for your Consulting and Expert Witness Needs

Connecticut (CT)
USA
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

As an insurance agent for 32 years focusing on property/casualty issues, he has experience and is extremely knowledgeable in all these areas. His work as an expert witness has been primarily in professional liability of insurance agents (agents errors and omissions). He has also been involved in cases of coverage disputes, insurance company operations, and claims handling.
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claims made policy

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commercial insurance

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coverage dispute

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dispute

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fire insurance

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insurance

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insurance claim

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insurance claim handling

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insurance dispute

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liability insurance

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malpractice claim

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professional malpractice

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property insurance

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workers' compensation


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: New York, New York;  Yonkers, New York;  Newark, New Jersey;  Jersey City, New Jersey;  Paterson, New Jersey;  Elizabeth, New Jersey;  Bridgeport, Connecticut;  New Haven, Connecticut;  Hartford, Connecticut;  and Springfield, Massachusetts.

Education:
Year   Degree   Subject   Institution  
1984   CPCU   Insurance   American Institute of Insurance  
1974   MBA   Business   Boston University  
1969   BS   Biology   Bucknell University  

Work History:
Years   Employer   Department   Title   Responsibilities

1977 to 2009

 

Expert Insurance Agency, Inc.

 

Insurance Sales / Administration

 

President

 

Handled management of office/personnel and spearheaded insurance sales activity.

1974 to 1977

 

Citicorp

 

Commercial Lending

 

Senior Account Officer

 

Handled large syndicated loans involving several banks where Citibank would be the lead bank. Also "audited" clients to determine credit worthiness.

1969 to 1974

 

U.S. Army

 

Military Intelligence

 

1st Lieutenant

 

Conducted Intelligence Work for CONTIC at Ft. Bragg.


Career Accomplishments:
Associations/Societies

President Fairfield CT Rotary Paul Harris Fellow Award President CPCU Society of S. CT. Aetna Area Delegate

Licenses/Certifications

CIC (Certified Insurance Consultant). Agents License - CT Notary Public

Professional Appointments

District Advisor for Insurance - Rotary Int'l Dist 7980.

President, Bridgeport CT Association of Insurance Agents


Publications:
Publications and Patents Summary

Columns in Fairfield CT Newspaper


Government Experience:
Years   Agency   Role   Description
1969 to 1972   US Army   1st Lieutenant   Supervisory and Military Intelligence Assignments
1981 to 1985   Stratford CT   Town Councilman   Decided Governance and Policy for the Town.

Consulting Services:
Selected Consulting Examples:
  • Assisted in case involving insurance agent being sued for failure to advise. I served for defendant (agent). We prevailed.
  • Case where boat damaged from mistake of mechanic. Insurance Company refused to pay on behalf of mechanic. Provided evidence that coverage was available.
  • House burned to ground with inadequate coverage. Showed that agent acted wrongly by advising on value.
  • Insured injured by another. Insured had inadequate uninsured motorist protection. Advised attorney that insured should have had higher limits.
  • Firm had no workers compensation insurance. Employee injured. Succcessfully demonstrated that agent at fault and funds were provided for injury.
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:
Expert Witness Experience Summary:
15 years as consultant/expert witness. He has taken numerous depositions and testified in Court.
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.

Market Research:
Apart from the insurance industry he has colleagues in other disciplines to include law, taxation, accounting, group and medical insurance. He is on the technical committee of the Independent Insurance Agents of CT. Served as President of the CPCU Society (1994)

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Training/Seminars

Travelers School of Property/Casualty, CPCU Courses (10 National Examinations) with degree attained 1984. Accounting/appraisal courses at NYU and University of Georgia while at Citicorp. Ongoing continuing education courses for insurance (annually).


 

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