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Expert Bio

Primary Area of Expertise
Agent/Broker Standard of Care
Profile
* 40 years insurance experience as an agent and broker
* 38 years property casualty agency owner
* 37 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-2017

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
CERTIFICATIONS
* Fellow - Risk and Insurance Management Society (RF)
* Associate in Risk Management (ARM)
* Certified Risk Manager (CRM)
* Certified Insurance Counselor (CIC)
* Accredited Advisor in Insurance (AAI)
* Management Liability Insurance Specialist (MLIS)
* Construction Risk and Insurance Specialist (CRIS)
* Certified Professional Insurance Agent (CPIA)
* Associate in Claims (AIC)-Candidate

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
Florida - General Lines, Property & Casualty

NUMBER OF DEPOSITIONS: 4
TRIAL TESTIMONY: 2