American Lloyds Specialist, Expert Witness and Forensic Consultant.
Experience spans more than 36 years as a surety claims supervisor / consultant and as a surety reinsurance manager nationwide.
EXPERT ID: 297
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Location: US
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Short Biography:
This expert's experience spans more than 36 years as both a surety claim consultant and as a Departmental/Regional Bond Claim Manager in several offices in the US, and, then as an Assistant Vice President with North American Reinsurance - now Swiss Re America - in New York City, supervising all surety bond claims nationwide with client companies. This experience represents a broad range of the surety/reinsurance industry investigation standards with a notice of a default, which includes the duty to investigate the contractor's obligations, indemnity rights, as well as reinsurance and guarantees. The last ten years he has been an expert on contract surety. In fact, his work has been positively acknowledged by legal counsel in Boston, Los Angeles, Philadelphia, Oakland, and as a guest lecturer at Kansas State University's Engineering / Construction Science Department and the University of Wisconsin Engineering Department, 2001. Acknowledgment letters can be provided. Complete CV / Resume and references available upon request.
Education: Harvard University American Banking Institute Wichita State University
Years of Experience 12 years of surety experience with reinsurance company(ies) 14 years with insurance / surety company(ies) Other: 10 years Consulting / Expert Witness on contract surety defaults
Specific Areas of Insurance/Reinsurance Expertise Claims / Defaults Excess and Treaty Reinsurance Financial Reinsurance General Indemnity Agreements Insolvencies / Run-off / Bankruptcies London Market / Lloyd's Special Acceptance Surety Claims Treaty Terms Other: Credit, Patents, Copyrights, Construction Claims and Workouts
Arbitration and Mediation Participation Participated in 5 arbitration(s) as an arbitrator. Participated in 9 arbitration(s) as an expert witness. Most recent arbitration: 1997 - Ongoing
Selected Employment History (Most Recent First) 1. President 1988 - Present
2. North American Reinsurance Co. (now Swiss Reinsurance America Corp.) - Assistant Vice President - Bond Claim Manager 1978 - 1988
3. Hartford Insurance Group - Chief Bond Claim Manager 1965 - 1978
Publications / Presentations: * Surety Bonding for Construction Contracts - American Society of Civil Engineers University of Wi * Surety Crisis Management - KSU - Eng School 1997 * Effective Claim Management - National Association of Insurance Agents, Las Vegas 1992 * Treaties & Claim Reporting - Surety Association, Atlanta 1987 & 1994 * Financing vs. Reletting - National Independent Sureties, Chicago 1984 * Communication with Agents, Underwriters - Claims, Chicago 1983