Expert Profile |
|
This insurance agent standards expert has more than three decades of experience as an agent, compliance officer and expert witness. As the Chief Compliance Officer of a financial services corporation, he is currently involved in implementing financial regulations for investment advisers and hedge fund managers. He also serves as an expert witness in insurance cases, many of which relate to insurance agent standards. His past experience includes working as an insurance agent and managing commercial insurance lines.
|
Expert Witness Experience
|
- Testified at trial
- Testified in deposition
- Prepared expert reports
- Consulting
|
Industry Experience
|
- More than 30 years of insurance industry experience
- Specializes in agent errors and omissions (E&O) insurance and other insurance agent standards
- Certified Insurance Counselor (CIC) and a Certified Risk Manager (CRM)
- Holds series 3, 6, 63 and 65 securities licenses
|
Educational Background
|
|
|
Not What You're Looking For?
|
|
Related Experts:
| Associated Expert Categories:
| Associated Keywords: |
|
|
