EW #2834 CPCU, ACII is an Independent Insurance Agent and Broker for over 40 years.
Degrees:
B.A. (Hons.) and M.A. (Oxford University, England)
Licenses/Designations: CPCU, ACII (U.K.), Licensed Insurance Broker (#0A62430)
Other: Honorary Member, American Institute of Architects (California Council)
Providing independent Forensic Consultant and Expert Witness services to both plaintiff and defense since 1984, primarily on risk management and insurance aspects of litigation:
Agents and Brokers E & O: standard of care, coverage, and employment practices. Directors and Officers. Architects and Engineers (and related professions) E & O: coverage, underwriting, and employment practices; Bonds and underwriting; Claims-made policies; Automobile, construction liability insurance; Property/casualty insurance, generally; Excess & surplus lines; Lloyd’s of London; Bad faith evaluation.
Services:
Expert witness; opinion; forensic consulting; and testimony in areas of expertise.
Areas of expertise:
Insurance agents and brokers, Errors & Omissions: Standard of care, coverage, employment practices. Directors and Officers. Architects and Engineers, E&O: Coverage and underwriting practices. Bonds - underwriting; Claims-made policies; Automobile, construction liability insurance.
Professional Experience:
1992 to present: Senior Principal & Director (Chairman of the Board,1992 - 2001 Associates Insurance Brokers, an Oakland-based firm, with offices in Santa Ana & Pasadena, specializing in Professional Liability Insurance for Architects & Engineers, Accountants, Attorneys, and Insurance Brokers.
1975 - 1992: Chairman & Senior Principal,
1975 - 1992: President,1962 - 1975:
1960 - 1962: Office Manager for George L. Dealey & Company, Inc., Oakland.
1957 - 1960: Casualty Underwriter, Great American Insurance Company, and American Home General Agency, San Francisco.
1952 - 1957: Trainee, later Department Head, Royal Insurance Company, London & Liverpool.
Other:
Underwriting Member, Lloyd's of London.
Former Chairman of DPIC Pacific Reinsurance, Ltd.
Education:
Oxford University, M.A.
Oxford University, B.A. (honors)
Royal Naval College, Dartmouth (honors)
Military:
Officer, British Royal Navy, 1944 - 1949
Professional Designations:
Chartered Property & Casualty Underwriter (CPCU)
Associate, Chartered Insurance Institute, London (ACII)
Professional Affiliations:
Society of Chartered Property & Casualty Underwriters
Honorary Member, American Institute of Architects (California Council)
Honorary Member, American Institute of Architects (East Bay Chapter)
Formerly on Regional Advisory Council, American Arbitration Association; and Board Member, Construction Dispute Resolution Forum.
Teaching:
Golden Gate University, San Francisco, Adjunct Professor
Insurance Educational Association, San Francisco
Insurance School of the Pacific, Berkeley
Oakland Evening High School
Publications:
Formerly editor or business manager of three magazines.
Author of various radio plays and other scripts.
Numerous articles in various insurance publications, mainly magazines, including: CPCU Annals, Spectator, Policyholder, Communiqué, Underwriters' Report, American Agent & Broker, and Post Magazine (United Kingdom).
Contributed a chapter to the Professional Liability manual published by the American Consulting Engineers Council, and material for Targeting In on Professional Liability, a loss prevention manual for insurance agents and brokers.
Public Speaking:
Many insurance groups; various chapters of CCAIA, CCCELS, ASCE, CSPE, IEEE, SEAONC, CSI & other engineers' groups.
Committees:
Many organizations, including Senior Advisory Committee of the Insurance Educational Association, San Francisco.
Member of the board of the East Bay Chapter of the American Institute of Architects, 1981 and 1982.
Formerly Chairman of the Education Committee of the Oakland Association of Insurance Agents.
Clients: (1984 - present)
Forensic consultant on insurance aspects of litigation to many law firms, including: Bronson, Bronson & Mackinnon; McInnis, Fitzgerald, Rees & Sharkey; Miller, Starr & Regalia; Lewis, D'Amato, Brisbois & Bisgaard; Knecht, Haley, Lawrence & Smith; Hardin, Cook, Loper, Engel & Bergez; Cozen & O'Connor; Bjork, Meis and Burgess; Lawrence, Poeschl & Kohn; Morrison & Foerster; Crosby, Heafey, Roach & May; Sheppard, Mullin, Richter & Hampton; Morton, Lulofs & Wood; McQuaid, Metzler, McCormick & Van Zandt; Anderlini, Finkelstein & Emerick; Gwilliam, Ivary, Chiosso, Cavalli & Brewer; Knight, Boland & Riordan; Mazursky & Schwartz; Hancock, Rothert & Bunshoft; Morison-Knox, Holden, Melendez & Prough; Poeschl, Kohn & Epstein; and Greve, Clifford, Wendel & Paras.
Rates furnished upon request.
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