Expert Details
Insurance & Reinsurance Law
ID: 732990
Massachusetts, USA
Since 2010, Expert has served as a certified arbitrator and expert, credentialed through ARIAS, FINRA, and the American Arbitration Association, in addition to holding designations as a Chartered Property & Casualty Underwriter and Associate in Risk Management, and bar admissions in Massachusetts and Connecticut.
Extensive General Counsel/Chief Legal Officer experience across public and private insurance and reinsurance companies operating in the U.S., Bermuda, and EU markets, spanning public re/insurers, private-equity-controlled entities, reinsurance intermediaries, and swap dealer/investment adviser platforms. Experience includes service on an executive management board and as corporate secretary at multiple organizations, as well as compliance consulting and claims management roles. Early career experience as a commercial casualty underwriter.
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1976 | Degree: Juris Doctor | Subject: Law | Institution: Suffolk University Law School, Boston MA |
| Year: 1972 | Degree: Bachelor of Arts | Subject: Economics | Institution: Boston College |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2025 to Present | Employer: Undisclosed | Title: VP & Senior Counsel | Department: Legal |
Responsibilities:General corporate advice; drafting reinsurance contracts, I&L contracts, and Reinsurance Trust Agreements. |
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| Years | Employer | Title | Department |
| Years: 2013 to Present | Employer: Undisclosed | Title: Consultant to CEO; Manager of P/C Claims | Department: |
Responsibilities:International Specialty Insurer |
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| Years | Employer | Title | Department |
| Years: 2020 to 2024 | Employer: Aon Reinsurance Solutions et. al. | Title: Senior VP and Senior Counsel | Department: Legal |
Responsibilities:Remote seconded member of Legal Department. Drafted reinsurance broker and insurance broker agreements; drafted Bermuda cell company documents for Retrocessionnaire and an Investment Advisor; advised on re/insurance broking and investment banking/broker-dealer transactions including catastrophe bond placements. |
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| Years | Employer | Title | Department |
| Years: 2018 to 2019 | Employer: Advantage Life Ins Co | Title: Contractor | Department: Legal |
Responsibilities:Drafting Variable Deferred Annuity and Variable Universal Life policies and Private Placement Memoranda. |
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| Years | Employer | Title | Department |
| Years: 2016 to 2017 | Employer: Wilton Re | Title: Compliance Consultant | Department: Legal |
Responsibilities:Managed consumer and regulatory complaints regarding blocks of life insurance in run-off. |
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| Years | Employer | Title | Department |
| Years: 2014 to 2015 | Employer: Navigators Insurance Company & Lloyd's Syndicate 1221 | Title: Interim General Counsel; Senior Legal Advisor | Department: |
Responsibilities:International Marine and Specialty Insurer |
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| Years | Employer | Title | Department |
| Years: 2010 to 2012 | Employer: Louisiana Workers' Compensation Corporation | Title: General Counsel & SVP | Department: |
Responsibilities:Mutual Workers' Compensation Insurer |
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| Years | Employer | Title | Department |
| Years: 2009 to 2009 | Employer: Global Indemnity, Ltd. | Title: General Counsel & SVP | Department: |
Responsibilities:Expert was General Counsel and Secretary to a private-equity controlled, public insurer. |
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| Years | Employer | Title | Department |
| Years: 2007 to 2009 | Employer: Ariel Reinsurance Ltd. | Title: General Counsel & Secretary | Department: |
Responsibilities:Expert served as General Counsel and Secretary to private-equity controlled Bermuda / U.S. / UK re-insurer. |
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| Years | Employer | Title | Department |
| Years: 2002 to 2007 | Employer: XL Capital, Ltd. | Title: General Counsel, Executive Management Board | Department: |
Responsibilities:Expert was General Counsel and Secretary to this Bermuda-based, public, international re-insurer. |
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| Years | Employer | Title | Department |
| Years: 2000 to 2002 | Employer: Benfield U.S. | Title: General Counsel & Secretary | Department: Legal |
Responsibilities:Expert was General Counsel to this U.S. reinsurance intermediary. |
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| Years | Employer | Title | Department |
| Years: 1989 to 2000 | Employer: General Reinsurance Corp. | Title: General Counsel & Secretary | Department: Legal |
Responsibilities:For over a decade, Expert served as General Counsel and Secretary to the world's third-largest (public) property-casualty and life/health reinsurer. |
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| Years | Employer | Title | Department |
| Years: 1987 to 1989 | Employer: General Accident Insurance Company of America | Title: General Counsel | Department: |
Responsibilities:Expert was General Counsel to this group of six U.S. insurers. |
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Additional Experience
| Expert Witness Experience |
|---|
| Facultative certificate coverage and how a rehabilitator's coverage claim was actually an uncovered error & omission claim against the ceding insurer. Duties and liabilities of a program administrator to the insurer. Effect of Utmost Good Faith on a dispute between two bank-owned credit reinsurers. Presentation on Reserving Issues Associated with Yearly Renewable Term Life Reinsurance. Deposition by IRS of Prior Employer's Management of US Taxation of Offshore Reinsurers. Presentation to Securities & Exchange Commission (SEC) and Department of Justice (DOJ) Regarding Municipal-Guaranteed Investment Contracts & Associated Sales Efforts. Presentation to SEC/DOJ on Offshore & Finite Reinsurance. Presentation to NY Attorney General Regarding Contingent Commission Contracts (aka AG Spitzer's investigation of bid-rigging and antitrust violations by major insurance brokers). |
Career Accomplishments
| Associations / Societies |
|---|
| American Institutes for Property and Liability Underwriters Insurance Institute of America |
| Licenses / Certifications |
|---|
| Massachusetts Bar - 1977. Connecticut Bar - 1993. Louisiana Bar - 2011-2012. Chartered Property & Casualty Underwriter (CPCU) Certified Arbitrator — ARIAS (AIDA Reinsurance and Insurance Arbitration Society), FINRA, and AAA (American Arbitration Association) Securities Arbitrator - Certified by FINRA - 2011. |
Fields of Expertise
facultative reinsurance, insurance brokering, insurance arbitration, insurance law, derivative (finance), insurance contract, auto insurance, reinsurance law, ARIAS, FINRA, AAA, Property & Casualty Insurance, Specialty Insurance, Workers' Compensation Insurance, Life Insurance Run-Off, Chartered Property & Casualty Underwriter, Insurance Claims Management, marine insurance, alternative dispute resolution