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Expert Bio

Primary Area of Expertise

Agent/Broker Standard of Care

Expert Witness Profile

* 42 years insurance experience as an agent and broker
* 39 years property casualty agency owner
* 38 years professional insurance educator
* 13 years Senior Adjunct Professor - Insurance
* Subject Matter Expert for NYS Insurance Agent-Broker Exam
* Subject Matter Expert - Prometric-National Insurance Test Development
* A.M. Best Client Recommended Expert Service Provider-2018

Past Insurance Activities:
* Professional Insurance Agents of NY- State Board of Directors
* President- Putnam County Independent Agents Association
* Professional Insurance Agents of NY-Education, Government Affairs and Industry Liaison Committees
* Independent Insurance Agents Association of NY - Education & Technical Advisory Committees

Specialties include:
Agent- Broker Standard of Care, Fiduciary Duty, Agent-Broker Custom & Practice, Agent-Broker E & O, General Liability, Professional Liability, Property, Insurance Coverage, Bad Faith, Agency Management

Education & Licenses

PROFESSIONAL DESIGNATIONS
Fellow - Risk and Insurance Management Society (RF)
Associate in Risk Management (ARM)
Certified Risk Manager (CRM)
Certified Insurance Counselor (CIC)
Associate in Claims (AIC)
Accredited Advisor in Insurance (AAI)
Management Liability Insurance Specialist (MLIS)
Construction Risk and Insurance Specialist (CRIS)

EDUCATION
BBA - Finance: Iona College, Hagan School of Business
AAS - Management: Westchester Community College

PROFESSIONAL LICENSES
New York State Property Casualty-Agent
New York State Property Casualty-Broker
New York State Life, Accident and Health-Agent
New York Excess Line Broker
New Jersey - Life, Accident, Health, Personal Lines, Property, Casualty
Connecticut - Life, Accident & Health, Property, Casualty

NUMBER OF DEPOSITIONS: 6
TRIAL TESTIMONY: 3