16 Agent Duties Expert Witnesses Found

Results Sorted Below by State

Harold "Trey" Fairman III, AIF®, J.D., LL.M. Financial Services Industry Expert

Fayetteville, Arkansas
Insurance, Securities & Investments - Life Insurance,ERISA,FINRA,Premium Financing,IUL,Negligence,Life Settlement,Indexed UL,Annuities,STOLI,Economic Damages, Misrepresentation,Disability,Unfair Sales Practices,Fraud,Standard of Care,Variable, LTC, 401k,Illustration,VUL,FIA,ILIT,Bad Faith,Policy Lapse,Fiduciary,Agent Duty,403b,Deceptive
...Over my career, I have partnered with insurance agents, fiduciaries, attorneys, accountants, pension actuaries, registered investment advisors, financial planners, Wall Street firms, Private Banks, and Trust Companies to provide investment and insurance planning services. I have extensive knowledge of various financial services, from basic to complex. Experience includes 401(k) fiduciary oversight and plan governance, standards of care and prudent processes, business owner planning, estate tax liquidity planning, and income replacement planning. Product experience includes most types of investment vehicles, annuities, disability income insurance, long-term care insurance, and most varieties of life insurance, including term life, whole life, universal life, indexed life, variable life, and private placement life insurance....

Advisors / Experts @MCS Associates National Expert Witness/Consulting Group

Tustin, California
Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc.
...Our clients include several thousand leading national and regional law firms, as well as many smaller and specialized boutique practices, and we also work extensively with numerous regulatory and government agencies Real Estate, Insurance - Residential, Commercial, Industrial, Construction, SBA, Lending, Appraisal, RESPA/TIL, Broker standards, Escrow, Title insurance, Leasing, Property management, Foreclosure, Agent/Broker duties, Insurance underwriting, Claims, Bad faith, Life, Health, Disability, Property/Casualty, Reinsurance, etc. REAL ESTATE Experts include lenders, mortgage brokers / bankers, real estate brokers, escrow & title officers, developers, property managers, consultants, appraisers, economists and regulators etc....

Robert M Anderson, CPCU The Anderson Edge

Newport Beach, California
Insurance, Risk Management - Insurance Broker Standard of Care, Insurance Federal Cases, Rule 26, Insurance Pollution, Umbrella Insurance, Excess Insurance, Insurer Bad Faith, Insurance Coverage, Construction Defect Insurance, Insurance Manuscript Policies, Insurance Custom and Practice, Property Casualty Insurance
...Areas of expertise include, but are not limited to; • ADR (Arbitration/Mediation) Coverage Disputes • “Bermuda Form” Interpretation • Captive Insurer Issues • Construction Wrap Ups • Coverage Interpretation • Cyber Insurance • Errors and Omissions (E&O) • Health and Medical • Insurance agent/broker conflicts, ownership of expirations • Insurance agents and brokers duties / Standard of Care • Insurance Technology • Managed Care Liability • Management Liability-Crime, Fiduciary, D&O, EPL, E&O • Management Liability Package Policy • Managing General Agencies/Underwriters • Manuscript and Bespoke Policies • Mass Torts/Asbestos, Lead and Other Environmental • Master Insurance Program/Conflicts of Interest • Mortgagee Coverage • Multi-Insurer Coverage and Concurrency Analysis • Pollution Liability • Private Equity and Portfolio Coverage • Professional Liability • Public Entity Issues, (JPA) • Railroad Protective Liability • Self-Insurance • Umbrella and Excess Liability • Underwriting • Water...

Dick Bridy, PhD DBI Group Expert Witness

Solana Beach, California
Real Estate - Asset/Property/Portfolio Management, Commercial real estate, real estate Development/Redevelopment, Insurance, Personal Injury, Slip and Fall, Liability, Realtor Fiduciary Matters, Disclosure, Misrepresentation, Negligence, Affirmative Duty
...• Litigation consultation services and trial testimony • Expert consultation on public safety, building compliance and personal injury • Building Code violations and property owner negligence • California Building Standards Code (Title 24) • Application, interpretations, compliance and industry consensus standards of the OSH ACT of 1970 • Lease obligations and Landlord/Tenant default Extensive experience in asset and property management issues related to management operations, leasing, Landlord/Tenant disputes, slip & falls, property inspection and maintenance, security, fiduciary and affirmative duties, plus standards of care for commercial facilities. Dr. Dick Bridy as over 45 years of experience as an owner/developer/redeveloper, asset/property manager, Realtor, investment syndicator and lender for commercial properties nationwide. ________________________________________ Dr. Bridy is a graduate of the Wharton School at the University of Pennsylvania with a B.Sc. in Economics....

Robert S. Griswold, CRE, CPM, CCIM, MSBA Griswold Real Estate Management, Inc.

San Diego, California
Real Estate, Premises Liability - Property management, broker, agent, apartment, commercial, HOA, slip/trip/fall, maintenance inspection, water intrusion, mold, health & safety, personal injury
...Serves as a consultant or expert witness in standards of care, standards of practice, best practices, and custom and practice for real estate transactions, property management/ownership and fiduciary duty issues for all types of residential and commercial real estate – management, operations, maintenance, health & safety, habitability, mold, water intrusion, personal injury, trip & fall, premises liability, property inspection, broker or agent failure to disclose; misrepresentation; negligence/fraud & association board duties, & real estate receivership....

Brad Roth

Encino, California
Real Estate, Fraud - real estate agent, residential real estate, disclosures, short sales, foreclosures, MLS, listings, offers, pricing, negotiation, staging, single family homes, hard money loans, open houses, distressed properties, closings, conflicts of interest, fiduciary duty, standards of care, market evaluations
Multiple award-winning residential real estate agent. Thought-leader. Over $300M in sales. Active consulting practice mentoring and training agents. Founder and host of “All Things Real Estate” podcast. 25+ years part-time acting experience including “Beverly Hills, 90210,” “General Hospital,” and “Saved by the Bell.”

Andrew R. Zimbaldi, MBA Kidder Mathews

Irvine, California
Real Estate, Premises Liability - Property management, brokerage, agent, apartment, commercial, HOA, slip and fall, premises liability, maintenance, standards of care, disclosure, owner and broker disclosure, personal injury, mold, bedbugs, water intrusion, health and safety, personal injury, fiduciary duty, fraud, receivership.
...Serves as an expert witness in property management, standards of care, brokerage, owner and agent disclosure, premises liability, water intrusion, mold, bedbugs, personal injury, health and safety, fiduciary duty, and most all aspects of the real estate industry.

Mark Lacek Mark Lacek Repossession Expert Witness

Clermont, Florida
Repossession - Repossession, Auto Repossession, Commercial Repossession, Equipment Repossession, Asset Management, Collateral Recovery, Recovery Agent, Repossessor, Repossession Agent, Breach of Peace, Wrongful Repossession
...Duties include training new Agents, maintaining professional standards, understanding breach of the peace rules and wrongful repossession, has personally repossessed over 20,000 assets. Author-Certified Commercial Recovery Agent National Training Program (CCRA). Owner, Publisher, Editor-Professional Repossessor Magazine, monthly printed magazine for the Repossession Industry, 1997-2004. Author-American Towman Magazine monthly column; eight years. Author-Tow Times Magazine column; two years. Past President-Florida Association of Licensed Recovery Agents, 400+ members. Repossession Seminar and Keynote Speaker at Repossession Industry Conferences and Conventions. Repossession Seminars at Towing Conferences and Conventions. Keynote Speaker at the Remarketing Solutions Seminar addressing over 400 Repossessors. Worked with the Director of the Division of Licensing in Florida under the Secretary of State Sandra Mortham to help with the method of training of Recovery Agents....

Michael F Stone Gestation, Inc.

FORT LAUDERDALE, Florida
Travel & Tourism - Tour Operating, Tour Operations, Travel Agencies, Travel Agent Duty of Care, Travel Industry Standard of Conduct, Travel Contracts, Travel Suppliers, Cruise Lines, Air, Airlines, Hotels, Tours, Attractions, Terms and Conditions, Online Travel, Technology, and Insurance
Michael Stone has extensive hands-on operating experience in travel agency, tour operating, cruise, transportation, tourism, and hospitality operations. He is a graduate of Cornell University with a Bachelor of Science degree in Hotel, Hospitality and Tourism Management. He is a Certified Travel Industry Executive (CTIE) and Chartered Property Casualty Underwriter (CPCU) in insurance and risk management. His industry experience includes the successful ownership and operation of a large multi-location travel and cruise agency business; CEO and President of one of the largest tour operating businesses in the US; involvement with international tour operating; hotel sales, management and marketing experience with several major hotel brands; and the successful creation of two travel industry software development companies focused on travel management, tour operating, travel agency management, hotel operations and reservations and online booking. Michael Stone is currently VP of New Markets and...

Brent Winans, CPCU, ARM Clear Advantage Risk Management

Delray Beach, Florida
Insurance, Risk Management - Insurance Agency Standards, Insurance Agent/Broker Duties, Insurance Agent/Broker Liability, Insurance Agents Errors and Omissions, Insurance Broker Duties, Insurance Errors and Omissions, Insurance Wholesale Broker/MGA Liability, Insurance Agent/Broker Standard of Care, Wholesale Broker Duties
Brent Winans focuses his expert witness practice on insurance agent/broker standard of care cases. . He has served as an expert on approximately 120 agent E&O cases in fifteen states and authors “Expert Commentary” articles on insurance agent E&O for the International Risk Management Institute (IRMI). He teaches a Continuing Legal Education class on insurance agent/broker standard of care which has been approved for one hour of CLE. He holds the CPCU and ARM designations and a Bachelor of Science Degree from Lincoln Christian University. He is licensed as a resident General Lines Insurance Agent in Florida and a non-resident Insurance Producer in New Jersey. In his 40 years in the insurance industry, he has become expert in the custom and practice of retail and wholesale insurance brokers as viewed from many perspectives. He began his career as a State Farm agent, then became an independent agent....

Kym Martell, CRM, CIC, AAI, CRIS, MLIS KM Associates

Allenhurst, New Jersey
Insurance, Risk Management - Agent/Broker Duties & Responsibilities, Insurance Errors & Omissions, E&O, Standards of Care, Insurance, Personal Lines, Commercial Lines, Property & Casualty, Property/Liability, Insurance Coverage Disputes
38 years’ experience as an insurance & risk management professional with a diverse background in both agency and company operations. In 1995, I began my own training and consulting firm specializing in training for property & casualty professionals. Practice includes continuing education training, specialized training programs, E&O loss control audits, E&O loss control training, Performance Coaching, and Expert witness & litigation support services. Speaker and presenter for various professional and private organizations on property and casualty insurance, errors & omissions, national certification programs, Accredited Customer Service Representative (ACSR), Construction Risk Specialist (CRIS), Accredited Advisor of Insurance (AAI), including Big I NJ, and IIABA, as an approved instructor to facilitate E&O Risk Management Program.

Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Allamuchy, New Jersey
Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care
PROFESSIONAL ACTIVITIES • Past President, New Jersey Chapter Society of CPCU • Current and Past President, Independent Insurance Agents of Essex County, Inc. • Past President, Surplus Lines Association of New Jersey, Inc....

Daryll W. Martin, JD, MBA Percipient Resources, Inc.

Pittsboro, North Carolina
Insurance - Life & Health Insurance, Property Insurance, Directors & Officers, Insurance, Insurance Agent/Broker Liability, Insurance Bad Faith, Insurance Coverage, Insurance Wholesale Broker/MGA Liability, Insurance Claim Disputes, Insurance Coverage Disputes, Insurance Agent/Broker Duties
Unique Professional Experience as Lawyer, and as an Insurance Broker and Insurance Brokerage Executive: * Over 30 years of combined insurance brokerage executive and senior corporate counsel experience; * Over 20 years of executive management experience with international, large regional, and financial institution owned insurance brokerages; and, * 11 years of senior in-house litigation case management experience handling multiple billions of dollars in case exposures in nearly every state and throughout the world, for two of the largest international insurance brokers, in addition to handling regulatory compliance, contract negotiations, and employment matters Broad Coverage Experience: Property & Casualty; Employee Benefits/Life & Health (qualified and non-qualified); D&O/Employment Practices Liability/Fiduciary; Property/Business Interruption/Boiler & Machinery/Inland & Ocean Marine; and, Casualty: General Liability/Professional Liability/Workers Compensation/Umbrella/Excess. Broad...

Faith Durden, MD Western Reserve Dermatology

Beachwood, Ohio
Dermatology - Dermatology, skin cancer, hair disorders, Skin of Color, scar, laser, hair loss, excess hair growth, dermatology, skin disorders, skin care products, cosmetic, aesthetic, skin injury, pigmentation, skin injury, hair damage
...She has performed the duties as an expert witness since 2021, including a case in 2021-2022, a multi-state case involving hair loss allegedly caused by a chemotherapeutic agent: She was one of several expert witnesses recognized for specific expertise in the area of hair disorders. In addition, she has assisted in cases involving alleged industrial/workplace injury, as well as cases alleging device use injuries. Of note, she is not contracted as a provider with the Bureau of Worker's Compensation. Education: Case Western Reserve University School of Medicine 1985-1989 Residency-University Hospitals of Cleveland 1989-1994 Appointments: Assistant Professor of Dermatology, Case Western Reserve University School of Medicine, 2000-present Affiliations: University Hospitals of Cleveland Cleveland Clinic Foundation Diplomat, American Board of Dermatology Fellow, American Academy of Dermatology Additional Memberships: American Hair Research Society

Frank Seigel, CPCU Ringwood Consulting Group, Inc.

Pennsylvania
Insurance, Financial - Agent/Broker, Broker Duties, Agent/Broker Duties & Responsibilities, Agent/Company Relations, Bad Faith, Errors & Omissions, E&O, Coverage Disputes, Excess/surplus, Surplus Lines, Casualty, Property, Life, Health, Disability, Coverage, Contractual Disputes, Arbitration, Mediation, Standards of Care
PROFESSIONAL ACTIVITIES • Past President, New Jersey Chapter Society of CPCU • Current and Past President, Independent Insurance Agents of Essex County, Inc. • Past President, Surplus Lines Association of New Jersey, Inc....

Jeffrey C Kearnan, MS Kearnan Consulting Group, LLC

Southlake, Texas
Premises Liability, Police Practices & Procedures - Premise Liability, Negligent/Inadequate Security, Policy/Procedure Development, Internal Investigations, Emergency Management, SWAT Team Operations, Incident Command System, Security/Guard Staff Procedures, Emergency Operation Plan, Active Shooter Response
Thirty-two years of professional policing to include top secret clearance with extensive experience in leadership management, and supervisory roles ranging from line officer to senior level and executive command experience as an active duty U.S.A.F. sergeant and civilian law enforcement executive. Strong and positive reputation as an open communicator with a proven track record of effective, participative and proactive leadership. Experienced in serving government, city municipalities governing boards, JPA’s and private sector communities bringing a unique perspective in a collaborative and forward-thinking, problem-solving process. Expert witness consultation, depositions and court testimony involving litigation issues regarding security practices, premises liability, safety, law enforcement policy, procedures, practices and training for patrol officers, special operations teams, investigative agents, Supervisors, Command staff and facility security officers....