Expert Details

Expert in Property/Casualty Insurance, Insurance Liability, Coverage Disputes

Expert ID: 727497 Connecticut, USA

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As an insurance agent since 1977 focusing on property/casualty issues, this expert has experience and is extremely knowledgeable in all these areas. His work as an expert witness has been primarily in professional liability of insurance agents (agents errors and omissions). He has also been involved in cases of coverage disputes, insurance company operations, and claims handling.

Assisted in case involving insurance agent being sued for failure to advise. Served for defendant (agent) with successful outcome. Case where boat damaged from mistake of mechanic. Insurance Company refused to pay on behalf of mechanic. Provided evidence that coverage was available.House burned to ground with inadequate coverage. Showed that agent acted wrongly by advising on value.Insured injured by another. Insured had inadequate uninsured motorist protection. Advised attorney that insured should have had higher limits.Firm had no workers compensation insurance. Employee injured. Succcessfully demonstrated that agent at fault and funds were provided for injury.

Education

Year Degree Subject Institution
Year: 1984 Degree: CPCU Subject: Insurance Institution: American Institute of Insurance
Year: 1974 Degree: MBA Subject: Business Institution: Boston University
Year: 1969 Degree: BS Subject: Biology Institution: Bucknell University

Work History

Years Employer Title Department
Years: 1977 to 2009 Employer: Hatfield Insurance Agency, Inc. Title: President Department: Insurance Sales / Administration
Responsibilities:
Handled management of office/personnel and spearheaded insurance sales activity.
Years Employer Title Department
Years: 1974 to 1977 Employer: Citicorp Title: Senior Account Officer Department: Commercial Lending
Responsibilities:
Handled large syndicated loans involving several banks where Citibank would be the lead bank. Also "audited" clients to determine credit worthiness.

Government Experience

Years Agency Role Description
Years: 1969 to 1972 Agency: US Army Role: 1st Lieutenant Description: Supervisory and Military Intelligence Assignments
Years: 1981 to 1985 Agency: Role: Town Government Councilman Description: Managed Town Affairs
Years: 1981 to 1985 Agency: Stratford CT Role: Town Councilman Description: Decided Governance and Policy for the Town.

Career Accomplishments

Associations / Societies
President Fairfield CT Rotary
Paul Harris Fellow Award
President CPCU Society of S. CT.
Aetna Area Delegate
Licenses / Certifications
CIC (Certified Insurance Consultant).
Agents License - CT
Notary Public
CPCU
Professional Appointments
District Adviser for Insurance - Rotary Int'l Dist 7980.
President, Bridgeport CT Association of Insurance Agents
President, Society of CPCU Southern Ct.
Publications and Patents Summary
Columns in Fairfield CT Newspaper
Blogs on websites

Additional Experience

Expert Witness Experience
30 years as consultant/expert witness. He has taken numerous depositions and testified in Court.
Training / Seminars
Travelers School of Property/Casualty, CPCU Courses (10 National Examinations) with degree attained 1984. Accounting/appraisal courses at NYU and University of Georgia while at Citicorp. Ongoing continuing education courses for insurance (annually).
Marketing Experience
Apart from the insurance industry he has colleagues in other disciplines to include law, taxation, accounting, group and medical insurance. He is on the technical committee of the Independent Insurance Agents of CT. Served as President of the CPCU Society (1994)

Fields of Expertise

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