Expert Details

Insurance & Reinsurance Law

ID: 732990 Massachusetts, USA

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Expert is an attorney with more than three decades of experience in the insurance and reinsurance industry, holding a Juris Doctor, awarded Cum Laude, and a Bachelor of Arts, also awarded Cum Laude. Expert built an extensive career serving as General Counsel and Chief Legal Officer for a series of public and private insurance and reinsurance organizations operating in the United States, Bermuda, and the European Union, including public re/insurers, private-equity-controlled re/insurers, a reinsurance intermediary, and an entity operating as a swap dealer and investment adviser. Expert's roles have included service on an executive management board, corporate secretary responsibilities, interim general counsel and senior legal advisor positions, and legal compliance consulting, spanning specialty lines including marine insurance, workers' compensation, and life insurance run-off. Expert began a legal and insurance career as a commercial casualty underwriter before advancing into corporate legal leadership positions.

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.
Years Employer Title Department
Years: 2013 to Present Employer: Undisclosed Title: Consultant to CEO; Manager of P/C Claims Department:
Responsibilities:
International Specialty Insurer
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.
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.
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.
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
Years Employer Title Department
Years: 2010 to 2012 Employer: Louisiana Workers' Compensation Corporation Title: General Counsel & SVP Department:
Responsibilities:
Mutual Workers' Compensation Insurer
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.
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.
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.
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.
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.
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.

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

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