Underwriting Expert Witnesses in Arizona

This expert began his career in underwriting in the 1960's, managing a regional general agency with broad underwriting authority specializing in property real and personal coverage, running the gamut from simple auto and homeowners’ policies to complex property, inland marine, manufacturer’s output and ocean marine policies. When he sold his agency in 1988, he had 60 employees and annual revenues in excess of $10,000,000. His career also includes a wealth of claims experience, personally having draft issuing authority to settle claims for a number of different insurance carriers. He currently manages a consultancy dedicated to standard of care issues special realationships underwriting and claims handling issues.

This expert has over 40 years of experience in the field of insurance. He earned his BA at the University of Iowa, and his MSA at Pepperdine University. He is certified as an Associate in Risk Management and as a Chartered Property Casualty Underwriter. He is active in his field as a member of several professional societies, including the American Association of Insurance Management, and has published and lectured extensively on subjects relating to risk management and insurance litigation. For the last 25 years, he has served as the President and CEO of an insurance consulting firm in California.

For over 25 years, this expert has specialized in environmental risk management and insurance, including cost-of-risk evaluations, insurance underwriting, policy development, claims support & expert testimony, and development and evaluation of solutions for funding and transferring environmental risks. He has deep expertise in environmental insurance underwriting, and works with clients to resolve environmental coverage disputes when they arise, including matters such as related claims, discovery triggers, notification issues, known conditions, disclosures, policy limit provisions, extended reporting, and more. This expert combines an understanding of environmental technical matters with insurance coverage and financial expertise for integrated analyses and opinions.

This expert has over 25 years of experience in the life insurance industry in southern California and is familiar with post-claims underwriting issues. He earned his BA in psychology from California State University Northridge. He is a certified insurance counselor and fund specialist, and is an associate in both insurance services and personal insurance. He specializes in life, home, and personal insurance. The expert holds agent status with six major carriers, including elite status with Travelers. He is also a member of several associations, including the National Association of Insurance and Financial Advisors and the American Bar Association. He currently serves as is the president and principal agent of a private insurance agency in California.

This highly-qualified expert has extensive experience in energy, climate, and environmental insurance. He earned his MBA from the University of Southern California and his LLM from the University of Cambridge. This expert is licensed in Surplus Lines insurance and is a fellow of the Risk Management Society. He has formerly served as an insurance broker for Lloyd's and in several management positions at Sedgwick James and Minet. He also founded and served as the CEO for two successful insurance service firms, International Energy Insurance Brokers and St. Andrews Risk Services. Currently, this expert is the CEO and co-founder of an underwriting company based in California and London, England.

This highly-qualified expert has extensive experience with consumer credit, credit cards, travel and loyalty programs, FCBA, SCRA, and the CARD Act of 2009. He earned his BA in history from the University of Delaware and worked as a computer systems administrator for companies like IBM, Boeing, the US Geological Survey, and the Colorado State Legislature before transitioning to the realm of consumer credit. This expert is a freelance writer for several personal finance and travel websites, with his work frequently syndicated to mainstream finance media outlets. Currently, he is the president of a business management consultancy in Colorado, as well as the founder and producer of a credit and credit card media conference.

This experienced actuary has over 40 years of experience in his field. His work throughout his career has involved actuarial services, pension plans, ERISA, government audits, marital dissolution, estate tax and life expectancy calculations, loss of income, death, disability, executive deferred compensation plans, and insurance and annuity contracts. He earned a BA in mathematics from Rutgers University and his FSA, the highest level of education for an actuary. He is a licensed series 7 & 63 financial industry regulatory authority actuary. He is a member of several actuary societies including the American Academy of Actuaries and the American Society of Pension Professionals & Actuaries. He served as a consulting actuary at Alexander & Alexander, where he worked his way up to head actuary of the western region. He then served as a principal of retirement practices at Olaine, Hurst, & Hemrich. After a decade, he moved to Howard Johnson to serve as a consulting actuary. He then served as the President for the Morton Company and the Kagan Company before transitioning back to consulting. This expert currently serves as the owner and consulting actuary for an actuarial and pension services company in California.

This expert has over 40 years of experience in the construction and insurance industry. He is a licensed insurance adjuster and general adjuster and is certified in fraud in the property casualty insurance industry. He is a member of the Sacramento Claims Association and the Forensic Expert Witness Association. He previously served as a forensic construction consultant at the Forensic Group, as a wastewater consultant at Shanghai China, Municipal, and as a consultant at Indoor Environmental Institute. This expert is currently a general adjuster and forensic construction consultant in California.

This expert has extensive experience in property insurance claims and construction disputes. He received his BA from Christendom College before starting a design-build construction company. After, he held positions as a senior claims adjuster at Cunningham Lindsey, the executive vice president of Clairvaux Institute, and the executive general adjuster at Solutia Adjusters. Currently, he is an executive consultant at an insurance claims consultancy in Colorado.

This highly-qualified life expectancy calculations and life insurance underwriting expert has been consulting in the field for nearly three decades. She earned her BA in public health from Johns Hopkins University and an MPH in occupational epidemiology from the University of North Carolina at Chapel Hill. She is a fellow of the Academy of Life Underwriting and a member of the Board of Editors in the Life Sciences. She has authored over 80 insurance-related publications throughout her career, including underwriting manuals. The expert formerly served as an underwriting researcher for Lincoln National Reinsurance, Transamerica Occidental Life Insurance, and Kaiser Permanente. Currently, she serves as the principal of a private life and health insurance consultancy in Nevada.

This expert has over 25 years of experience in the securities industry as an accounting and compliance specialist. Industry experience with broker-dealers, registered investment advisers, hedge funds,regulation, compliance, accounting, and information technology. He has been FINRA registered since 1984 and is also a licensed Financial and Operations Principal. He currently serves as Principal for a financial compliance services firm.

This qualified expert has 20 years of healthcare management including health services, managed care, and insurance operations. He holds both a B.A. in Psychology and a M.S. in Health Services Administration from the State University of New York in Stony Brook. Elected as a Fellow of the American College of Healthcare Executives, he previously worked in executive management positions for Preferred Health Network and Employers Health Network, implementing and overseeing HMO development. He also worked as COO of the Arkansas Foundation fro Medical Care, a quality improvement organization. He currently works as Principal of a healthcare management consulting firm.

This title insurance expert spent nearly a decade as a title searcher, title examiner, and title officer before pursuing a 20 year career as an underwriting counsel. He has a keen understanding of how title insurers evaluate risk and interpret their policies. He has represented numerous clients in title insurance claims. A former vice chair of the Title Insurance and Surveys Committee of the American Bar Association, he earned his JD at the Thomas Jefferson School of Law and maintains a consulting practice focused on title insurance and real estate.

This expert has 39 years experience in the insurance and risk management industry. He consults for businesses and attorneys, and serves as an insurance expert witness or risk management expert witness when needed. In risk management, he has extensive claims consulting, auditing, and loss control experience. He has a focus in Casualty Insurance Lines Including General Liability insurance and Workers Compensation. Additionally, he holds the Chartered Property & Casualty Underwriter (CPCU) designation, Associate in Risk Management (ARM), Associate in Claims (AIC), and Accredited Advisor in Insurance (AAI).

This insurance expert has been working in the industry since 1974. He earned his BS from California State University, Fresno and is a licensed chartered property casualty underwriter and a casualty claim law associate. He previously held positions at Devonshire Group, West Coast Casualty Service, American States Insurance Company, and AIM Insurance Company, among others. He has served as an independent consultant and adjuster for the last 13 years.

This highly experienced marine insurance and claims consultant began his career as a Merchant Navy Deck Officer. He went on to become a Claims Executive and eventually earned his M.A. in Maritime Policy from Greenwich University. The expert spent 12 years with CP SHIPS, where he was the Vice President of Insurance & Claims and reported to the CFO of the 80-ship company. He was a delegate to the United Nations fort the International Chamber of Shipping, where he was responsible for negotiating the precursor to The Rotterdam Rules. He also has experience as a lecturer in maritime policy courses. Currently, he is active as a maritime insurance expert witness and consultant.

This expert has over 50 years of experience in the field of insurance claims. He has experience working in in claim handling custom and practice, claim adjusting, coverage interpretation, and SIU practices. He is certified as a Casualty Claims Law Associate, Legal Principals Coverage Specialist, and a Registered Professional Adjuster, among others. He is active as a member of the Claims and Litigation Management Alliance, previously serving as the President of the Orange County Chapter, and is a Board Member of the California Association of Independent Insurance Adjusters. He has previously worked for insurance companies such as CIGA, Chubb Group of Insurance Companies, and CNA Insurance. He currently serves as the President and Senior Insurance Claims Consultant for an insurance firm in California.

This expert has over 30 years of experience with healthcare and health insurance. She gained her PhD in sociology and health policy at the University of California, Santa Cruz and directed research at the Institute of Health and Aging at UC San Francisco before leading the White House's Health Care Reform Task Force. Since, she has continued to contribute to the private and public sectors, working as a principal at William M. Mercer, Inc, the vice president of the Lewin Group, an associate professor of research at UC Santa Cruz, and the consumer representative to the Medicare Coverage Advisory Committee. Her most recent roles include consulting for Watson Wyatt Worldwide, the Center for Medical Technology Policy, and Bain & Company. Currently she is an independent health care consultant.