Expert Details

Expert in Insurance Coverage and Bad Faith

Expert ID: 736628 Colorado, USA

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Expert has served as an expert and consultant in insurance coverage, bad faith matters, and in financial services professionals compliance matters. He is a published author (3 treatises and 40+ articles) and lecturer on insurance recovery and bad faith topics.

Education

Year Degree Subject Institution
Year: 1992 Degree: JD Subject: Law Institution: Loyola Marymount University Law School
Year: 1989 Degree: BA Subject: Economics Institution: UC Berkeley

Work History

Years Employer Title Department Responsibilities
Years: 2011 to Present Employer: Undisclosed Title: General Counsel Department: Responsibilities: - Oversight of all legal affairs of the organization, including, among other things, advising and counseling senior management on all legal issues, drafting reviewing, and advising on transactions (vendor, affiliation, insurance, and other agreements), drafting, reviewing, and advising on corporate governance matters, managing the relevant intellectual property portfolio, including filings and enforcement, and managing litigation
- Risk management and insurance procurement for the organization
- Management of governmental and regulatory advocacy on issues germane to the organization
- Management of admissions and disciplinary processes for CIMA®, CIMC®, CPWA® and RMA(SM) certifications, which includes, among other things, ensuring promulgation of appropriate guidelines, procedures, and rules, conducting internal investigations, understanding regulatory, legal, and compliance issues confronted by financial services professionals, managing hearings and admissions conferences, and drafting written decisions
- Maintenance of standards for the professional certifications, including ensuring continued ANSI accreditation for the CIMA certification
- Managing the organization’s complaint process
- Conducting and drafting internal audit reports
- Managing one paralegal and two administrative support staff
- Attained Accredited Investment Fiduciary or AIF® designation
Years: 2011 to 2011 Employer: City of Colorado Springs, Colorado Title: Deputy City Attorney Department: Responsibilities: - Managed Litigation Division of six lawyers and two paralegals, including, among other things, overseeing all aspects of their work; setting division and office goals; and designing processes to achieve annual budgets
- Managed all phases of litigation as first chair, including formulating trial/case/appellate strategy; assessing for settlement; drafting pleadings, motions, discovery, and briefs; assisting with document production; attending as first chair mediations, trials, hearings, depositions, arbitrations, and appeals; negotiating deals and settlements; reviewing agreements and other business documents; advising and counseling client
- Responsible for cases and advice in a wide variety of subject matters including personal injury and property damage; insurance; labor and employment; workers compensation; contracts; construction; civil rights; municipal law
Years: 2007 to 2011 Employer: DISH Network LLC Title: Director and Senior Corporate Counsel Department: Responsibilities: - Managed litigation either personally or through outside counsel (depending upon matter’s size, complexity and jurisdiction); oversaw, approved, and directed outside counsel on all phases of litigation; reviewed and approved budgets and invoices; approved reserves set by TPA; formulated trial/case strategy; assessed for settlement; assisted in and drafted pleadings and motions; assisted with document production; attended as both first and second chairs mediations, trials, hearings, depositions, and arbitrations; performed investigations and reported results to senior executives; oversaw subpoena responses; negotiated deals and settlements; reviewed agreements and other business documents; reviewed and drafted new business rules; and advised business leaders at two publicly traded entities
- Responsible for all of Dish Network’s insured litigation and claims involving insurance, subrogation, and indemnity
- Experience in wide variety of other cases, including antitrust and competitor matters; piracy; programming; telecommunications-regulatory submissions; insurance recovery and subrogation; marketing and internet; IT, vendor, retailer, and subcontractor disputes; employment; real estate; bankruptcy; workers’ compensation; contract and commercial; patent, trademark, and copyright; warranty; taxation; consumer protection, debt collection, and credit reporting; TCPA disputes; customer billing; regulatory and government affairs
- Helped manage a litigation group of four lawyers, three paralegals, and two administrative assistants, including setting goals and designing processes to achieve annual budgets and goals
Years: 1994 to 2007 Employer: Anderson Kill & Olick, P.C. Title: Partner Department: Responsibilities: - Practice concentrated primarily in insurance recovery and bad faith litigation, including work under many kinds of P&C insurance policies, including general liability, first-party property, business interruption, builders risk, professional liability, D&O liability, EPLI, and workers compensation
- Managed, as both first and second chairs, multi-party cases through all phases of litigation, including mediation, arbitration, trial, appeal, settlement, assessment, planning, strategy, research and writing, investigation and analysis, pleadings, written discovery, depositions, motion practice, oral arguments, negotiations, and presentation of evidence
Years: 1992 to 1994 Employer: US District Court (ED PA) Title: Law Clerk Department: Responsibilities: - Researched and drafted jury charges, memoranda, orders, and opinions involving a variety of criminal and civil issues.
- Attended, prepared the Judge for, and assisted the Judge in conferences, hearings, arguments, sentencings, and trials.
- Acquired skills in motion practice, case management, legal research and writing, and federal procedure.

Career Accomplishments

Licenses / Certifications
Member in good standing of:
The Bars of the Supreme Courts of California (1/8/93)
Colorado (7/28/08)
Pennsylvania (5/18/93)
The United States Courts of Appeals for the Third (6/12/95) and Sixth (11/19/96) Circuits
The United States District Courts for the Eastern District of Pennsylvania (6/30/93)
The District of Colorado (5/18/09)

Attained AIF(R) designation July 1, 2015
Publications and Patents Summary
Extensive list of publications.
Treatise: 3
Periodicals: 40
Oral Presentations: 24

Fields of Expertise

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