Expert Details
Insurance & Bad Faith Consultant
ID: 726329
New Jersey, USA
Throughout his career, Expert has held numerous licenses as an insurance agent, broker, and consultant across various states and was also licensed by the NASD and FINRA. He served as the Executive Director of Insurance for the Civil Service Retiree Association of the City of New York (CSREA) from 1985 to 2002, where he handled sales, service, and compliance issues for retired city workers and continues to serve as their consultant.
Expert's career began with the Prudential Insurance Co., Brooklyn Agency, where he improved calculations and formulas for life insurance coverage. He later founded GM Premium Finance Company, specializing in insurance premium financing, and designed a groundbreaking Workers Compensation Insurance program for New York City taxi cabs, still in use today.
Expert has contributed to various publications, including TASA, The New York Sentinel, and The Staten Island Advance, and has written numerous industry papers. His professional accolades include membership in the Million Dollar Round Table, the National Sales Achievement Award, and the National Quality Award, among others.
He has testified as an expert witness, providing reports, opinions, deposition and testimony, and he's consulted for high-net-worth individuals, law firms, accounting firms, and small business investment companies.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1971 | Degree: Associates | Subject: Business | Institution: NY City Community College |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 1972 to Present | Employer: Undisclosed | Title: President & CEO | Department: |
Responsibilities:Duties included executive and managerial responsibilities, sales, service and compliance with all securities and insurance laws and regulations. Leaders in life, health, disability and property and casualty insurance.Expert in forensic reconstruction of insurance transactions, specializing in policy interpretation of the rules, laws, and regulations governing insurance and financial matters. Consultant to various law, accounting and small business investment companies (SBIC) as well as well known, high net worth individuals. Solicited insurance, completed applications, read and reviewed various life, health, disability, annuities, flood, property and casualty insurance policies and mutual funds for numerous leading insurance companies. |
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Career Accomplishments
| Associations / Societies |
|---|
| Life Member - Million Dollar Round Table. Life Member - Top of the Table. National Association of Health Underwriters. |
| Licenses / Certifications |
|---|
| Agent, Broker and Consultant licenses issued by, but not limited to the states of New Jersey, Louisiana Arizona, Delaware, Mississippi, Vermont, Rhode Island, Connecticut, Florida, Indiana, Georgia, Virginia, Massachusetts, Washington, DC, North Carolina, South Carolina, California, Alabama and Pennsylvania. Licensed by the National Association of Securities Dealers and the Financial Industry Regulatory Authority (NASD & FINRA). |
| Professional Appointments |
|---|
| Technical Advisory Service for Attorneys (TASA) (2010-2012). Executive Director of Insurance for the Civil Service Retired Employees Association of the City of New York (CSREA) (1985-2002). Consultant to the Civil Service Retired Employees Association of the City of New York. |
| Awards / Recognition |
|---|
| National Sales Achievement Award (25 years). National Quality Award (25 years). Health Insurance Quality Award (15 years). Leading Producers Award. |
| Publications and Patents Summary |
|---|
| Expert has several publications, including contributions to the New York Sentinel and Staten Island Advance, various insurance industry papers on assorted policies and regulations, and a white paper on National Flood Insurance Program (NFIP) and FEMA. He's also consulted for Crain’s Business Weekly on insurance matters. |
Additional Experience
| Expert Witness Experience |
|---|
| Expert has testified as an expert witness at trial, given deposition, and provided expert opinion reports. As an expert witness, he is familiar with reading and understanding policies, laws, and regulations of various states insurance departments. He's consulted with various elected officials on local, state and federal level regarding insurance, and is an expert in forensic reconstruction of insurance transactions, specializing in policy interpretation of the rules, laws and regulations governing insurance matters. |
| Training / Seminars |
|---|
| Instructor for Prudential Insurance Company Brooklyn Agency (1973) educating personnel in life insurance, health insurance, disability insurance, flood insurance, property & casualty insurance, insurance underwriting and insurance laws and regulations. |
Fields of Expertise
annuities, arbitration, auto insurance, bad faith insurance, business insurance, casualty insurance, commercial insurance, directors and officers liability insurance, disability insurance, health insurance, insurance, insurance claim, insurance claim handling, insurance contract, insurance coverage, life insurance, life insurance claim, mortgage insurance, property insurance, total permanent disability insurance, workers' compensation, flood insurance, health care regulation, insurance arbitration, insurance law, experience modification, disability income, disability claim, claims made policy, HMO insurance, employment insurance, no-fault insurance, liability insurance, dispute, alternative dispute resolution, workers compensation injury, health care system