Serving as President of a Chicago-based consulting firm that catered to the insurance industry, with offices in Birmingham, Kansas City and Louisville.
Serving as internal facilitator for thirty-nine states’ Departments of Insurance investigations of the financial and operational practices of a property and casualty reinsurance company over a seven year period.
Providing analysis and expert testimony in connection with SEC market failures and audit failures of insurance companies, forced-placed insurance, auto and home insurance, credit-life insurance, supplemental health insurance, all types of variable premium life insurance, sales practice litigation, and class actions, involving credit-life, forced-placed and supplemental health insurance.
Evaluating the financial impact of a rogue insurance agent regarding the sale of life insurance annuity products.
Valuing health insurance claims in a variety of matters for both health insurance companies and healthcare providers.
Valuing the policyholder benefits associated with a variety of life, health, disability and other insurance policies in connection with a variety of consumer disputes and class actions.
Evaluating reasonable and customary charges related to the reimbursement by two major supplemental Medicare insurance providers.
Analyzing claims disputes between third party administrators and providers.
Providing expert testimony evaluating damages related to copyright infringement for software used to generate life insurance illustrations.
Investigating allegations of insurance fraud involving organized crime.
Property and Casualty
Investigating allegations of misconduct by the senior management of a publicly traded property and casualty reinsurer.
Performing due diligence and valuation services for an international bank seeking to acquire a property and casualty insurance company owned by Berkshire Hathaway.
Performing claims audits for all varieties of property and casualty insurance claims.
Providing audit services for property and casualty insurance companies.
Performing due diligence of property and casualty insurance companies.
Providing consulting services concerning the quality of a property and casualty insurance company’s auditor’s work.
Preparing business interruption claims for insurers and insureds in connection with property and casualty losses.
Testifying on behalf of a major reinsurance company in a post- acquisition dispute arising from the purchase of malpractice insurance lines of business.
Calculating, and ultimately providing expert testimony in connection with, business interruption and extra-expense claims, including that of a large municipality that incurred losses as a result of Hurricane Katrina, involving bond issuances and repayments, governmental realignment and significant demographic shifts.
Valuing cost claims for a variety of matters, e.g. legal costs.
Analyzed the financial impact related to the business interruption of a major discount retailer caused by Hurricane Hugo.
Providing expert testimony regarding business interruption damages alleged by one of the world’s largest chemical processors.
Provided testimony regarding the destruction of a rental car insurance claim processing business.
Investigating allegations of misconduct in connection with certain professional malpractice reinsurance treaties of a publicly traded reinsurer.
Providing expert testimony in the arbitration of a reinsurance dispute involving multiple reinsurance treaties and claims valuation of a property and casualty insurer.
Determined damages for misappropriation of trade secrets by a major reinsurer.
Analyzing the course of dealings between the board of directors, management, agents and customers related to fidelity, performance and payment bonds.
Providing expert testimony regarding the assessment of asurety’s underwriting process and documentation in light of claims against a subcontractor, his surety and its agents by a government contractor.
Investigating allegations of post-acquisition agency fraud concerning the transfer of policies to related parties.
Providing expert testimony in relation to agency disputes, including fraudulent non-renewal and performing valuation services for an insurance company disputing the transfer of an insurance agency’s interest in workers compensation policies.
Testified as to the damages claimed by a group of insurance agencies related to the discontinuation of health products by a major insurer.