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Performance Bond 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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ADDITIONAL INFORMATION

 

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


 

Blinded CV

Category Directories:

 

Category Searches:


 
Banking Expert Witnesses Directory   Banking Experts Witnesses ;
Reinsurance Expert Witnesses Directory   Reinsurance Experts Witnesses ;
Arbitration / Mediation Expert Witnesses Directory   Arbitration / Mediation Experts Witnesses ;
Contract & Misc. Surety Expert Witnesses Directory   Contract & Misc. Surety Experts Witnesses ;
Construction Claims Expert Witnesses Directory   Construction Claims Experts Witnesses ;
Insurance - General Expert Witnesses Directory   Insurance - General Experts Witnesses ;

Some of the Keywords entered by this Expert:

Letter Of Credit Financial Guarantees Fidelity Arbitration License Bond Insurance
Reinsurance Treaties Surety Bonding Indemnity License Bond Bankruptcy Chap
Pro Rata Surety Bonding Bad Faith License Bond Surety Bonding
Proper Investigation License Bond Payment Contract Bonds Bonded Contractor


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