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Expert Witness Profile

Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive:

* Over 30 years of combined insurance brokerage executive and senior corporate counsel experience;

* Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and,

* 11 years of senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world, for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters

Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess.

Broad Brokerage Customer Industry Experience: Construction; Energy; Transportation; Manufacturing; Financial Institutions; Health Care; Public Entity/Not For Profit; and, Technology

Extensive Insurance Industry Operational Experience: Executive officer of nationally ranked insurance brokers; Managed and handled a variety of international, national, and middle market accounts; Self Insurance/Large Retentions/Alternative Risk Transfer Vehicles; Risk Management; Foreign Placements; Wholesale Brokerage; Insurance Underwriting; Reinsurance; Technical Services/Loss Control/Actuarial/Risk Management Consulting; Actuary Services/Actuary Liability; Insurer Solvency/Market Security; Finance and Accounting; Mergers & Acquisitions; Insurance Sales; Client Service Standards; Technology Infrastructure; Human Resource Management; and, Insurer/Broker Relationship Management.

Education & Licenses

B.A.: Centre College
J.D.: University of Kentucky
MBA: Loyola University Maryland

Maryland Bar (Inactive)
Resident Property, Casualty, Life & Health: North Carolina; Non-Resident: Texas
Non-Resident Property, Casualty, Life & Health: has held in numerous states
Series 6, 63 and 65 (Inactive)