Risk Management Expert Witnesses in 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

Trusted by 32 of the Top 100 Insurance Law Firms Bob began his career as a casualty underwriter for Pacific Indemnity Company (Chubb) and later for Industrial Indemnity Company. Bob also served as president, chief executive officer, and chairman of the board of well-known Anderson & Anderson Insurance Brokers. Over nearly 30 years, he built Anderson & Anderson from a four-person company to the fifth-largest brokerage firm in California until the time of its sale to AON Corporation. At Aon, Bob was the president of the Aon Advantage Group which advised 20 industry practice leaders such as the Hospitality Group which insured Hotels, Resorts, and Casinos. Bob attended the Harvard Business School’s OPM program which is similar to its MBA program. He earned his CPCU (Chartered Property Casualty Underwriter) designation in 1970 from the American Institute for Property and Liability Underwriters, Inc. Areas of expertise include, but are not limited to; • ADR (Arbitration/Mediation) Cove...

Neonatal - Perinatal Medicine, Obstetrics & Gynecology - High Risk Obstetric Care in the areas of L&D, Antepartum, Triage, Post Partum, and NICU. Legal Nurse Consulting, Standard of Care, Scope of Practice, Chain of Command, Communication, Team Work, Collaboration, Risk Management, Quality Assurance, Performance Improvement, Administration Responsibility

Jan is recognized as a nationally-known Legal Nurse Expert with diverse expertise and 30 yr history as Maternal and Infant Nurse. Jan is a teacher mentor as 8th Edition NRP Mentor Instructor for the American Academy of Pediatrics. Jan has acted as VP Risk, Director Risk, Assistant Manager L&D, NICU, and Post Partum. Jan acts as Adjunct Professor for USF and Samuel Merritt University. Jan works full time as Registered Nurse in High Risk OB in L&D, NICU, and Post Partum. She is honored to act as an integral and collaborative member of the Litigation Team on behalf of Attorneys, Insurance Companies, and Hospital Groups. Jan works diligently for Attorneys, Health Care Organizations. and The California Board of Registered Nursing. Jan works as expert witness both for Plaintiff and Defense. The Legal Nurse Consultant Group under the direction of Jan Attard provides comprehensive, timely, thorough opinion for Attorneys, Insurance Companies, Medical Groups in the evaluation of Nurse ...

Emergency Medicine, Urgent Care Medicine - Emergency Medical Services, Emergency Medicine, Urgent Care Medicine, Medical Malpractice, Risk Management, Documentation Analysis, Quality Assurance, Medical Education, Trauma, Child Abuse, Substance Abuse, Overdose

● Board-certified Emergency Medicine physician with over 25 years’ clinical experience. ● Over 10 years’ experience training Emergency Medicine physicians at a Level I Trauma Center. ● Current Quality Assurance Consultant for the Medical Board of California. ● Experience in Emergency Medicine Documentation Quality Assurance. ● Instructor for the American Academy of Emergency Medicine Oral Board Review Course. ● Clinical and Administrative Urgent Care experience including Medication Assisted Treatment. ● Published author in physical child abuse research. ● Award-winning public speaker. ● Experienced in providing expert witness testimony at both deposition and trial.

Securities & Investments, Banking - RIA, Broker Dealers, Banking, Lending, Estates, Trusts, Fiduciary, Securities, Crypto & Specialty Assets, Reg BI, Accredited, International, Firm Practice, Regulatory, Risk Management, 1031/DST, Complex Insurance Plans, FINRA, OCC, SEC, Forensic, Fraud, Human Resources, Case Strategy, Supervision.

With over 38 years of experience in the financial services industry, I currently hold the positions of President, Chief Compliance Officer, and Owner of Wealth Innovation, a boutique Registered Investment Adviser firm. Additionally, I am the founding advisor at Wealth Advocacy, a consultancy specializing in business and consumer financial services. I am the President, Founder, and Owner of Esoteric Advisors, a collaborative consulting and expert witness company that aims to foster a robust and extensive collegial network of fellow experts. My professional journey includes serving as a FINRA and court admitted expert witness. I have authored numerous expert reports, participated in depositions, and provided testimony in arbitration and court proceedings. My unwavering commitment to business and personal compliance, legal integrity, and creditworthiness is impeccable. I have held several significant positions with a major financial institution. These roles have encompassed audit-ris...

Emergency Medicine, Risk Management - Medical Education, Quality Improvement, Risk, STEMI, Stroke, Morbidity and Mortality, Airway, EMS, Spanish, community hospital

I have been in practice as an Emergency Medicine physician for 14 years now. I actively work full-time at a STEMI and stroke receiving community hospital. I am also core faculty for the UHS SoCal MEC residency program, actively teaching the next generation of Emergency Medicine doctors the standard of care. This involves performing bedside teaching, leading research projects, giving a wide-variety of lectures, and recruitment and interviews. I am the director of the morbidity and mortality lecture series, leading didactic sessions monthly and providing medico-legal risk evaluations. I present specific cases and topics on how to improve care, how to avoid documentation disasters, and how to make system-wide changes to improve practice management, patient outcome, and patient experience. I am also the Co-director of the Quality Assurance and Improvement Committee for Temecula Valley Hospital and the chairman of the Multidisciplinary Case Review Committee, which is a joint genera...

Failure Analysis, Risk Management - Power Grid, Energy Infrastructures, Marine Industry, Accident Investigation, Power Tools, Patent Litigation, Construction Safety, Utilities, Oil & Gas, Wildfire, Public Safety, Root Cause Analysis, Failure, Accident, Energy, Climate Change, Renewable Energy, Disaster, Catastrophic Injury, Safety.

Dr. Parhizkar is a distinguished expert witness renowned for her profound expertise in root cause analysis and quantitative risk assessment of complex systems. With over 16 years of professional experience, Dr. Parhizkar has emerged as a leading authority in the fields of safety assessments, fault tree analysis, failure mode and effect analysis, and common cause failure assessment. Her career trajectory reflects a profound commitment to unraveling the complexities of various industries, including energy, transportation, and environmental safety, through meticulous research and innovative methodologies. With a wealth of experience and a meticulous approach, she has established herself as a go-to expert witness in litigation and consulting contexts necessitating profound expertise in accident reconstruction, root cause assessment, and patent litigation analysis. Dr. Parhizkar's renown extends beyond these domains, encompassing mechanical and environmental engineering, as well as spec...

Insurance, Risk Management - Workers Compensation, General Liability insurance, Personal and Commercial Lines, Errors and Omissions Casualty Claims, Bad Faith, Risk Management / Loss Control, Coverage and/or Contractual Disputes, Employer Practices Liability, Wage and Hour Disputes, and other Casualty issues.

I offer over 35 years of strong technical background and multiple-line experience in personal and commercial casualty insurance including auto, general liability, and workers' compensation. I am the former Risk Manager of Fullerton School District, (enrollment of 13,554 students and approximately 1500 classified and certificated personnel on 22 sites), assuming overall responsibility for the administration of the district’s property, liability, and self-insured workers’ compensation programs and the employee health and welfare benefits programs. I have served on the Risk Management and Threat Assessment Advisory Board for Cal State Fullerton University Extended Education Program and have previously served as a Management Trustee for the Metropolitan Employee Benefits Association and on the Alliance of Schools for Cooperative Insurance Programs (ASCIP) Loss Control Committee. I have significant experience in litigated casualty claims case management combined with a thorough knowledge...

Insurance, Risk Management - Bad Faith, Usual & Customary Practices, Standard of Care, Fair Claim Practices, Alternative Risk, Self-Insurance, Reinsurance, Bonds, Property & Casualty Insurance, Errors & Omissions, Professional Liability for Agents, Brokers, Underwriters, Managing General Agents & Underwriting, Hurricane & Flood

David Stegall has over 43 years of insurance, reinsurance, bond and risk management industry experience. He is a Chartered Property & Casualty Underwriter, an Associate in Risk Management, an Associate in Reinsurance and a Registered Professional Adjuster. He has experience as an underwriter, an agent, a broker, a surety bond producer, a reinsurer, a managing general agent, a third-party administrator, a captive manager, a self- insured fund executive, a risk management consultant, an expert witness and has been retained as an arbitrator. He was President of the Society of Risk Management Consultants in 2017 and continues to serve on the Board of Directors. Mr. Stegall is also a member of the Board of Directors of the Alabama Captive Association, a member of the Society of Chartered Property & Casualty Underwriters, the American Association of Insurance Management Consultants, the Society of Registered Professional Adjusters, ARIAS-US, Defense Research Institute, and an Associate M...

Insurance, Risk Management - Insurance, Risk Management, Agent/Broker Standard of Care, MGA, Wholesale Intermediary, Excess & Surplus Lines, Underwriting, Insurance Industry Customs & Practices, Commercial Lines, Personal Lines, E&O, EPLI, Occurrence v. Claims Made, PEOs, Contracts, Certificates, Additional Insureds, Claims

52+ years experience. Insurance & risk management professional. Faculty Member, Big "I" Virtual University Independent Insurance Agents & Brokers of America Practice includes expert witness & transactional consulting. Personal & commercial insurance including property, inland marine, wet marine, builders risk, course of construction, general liability, automobile liability, workers compensation, homeowners, medical malpractice, employment practices liability, professional liability. Traditional insurance & alternative risk programs, captives, self-insurance, large deductibles, retrospective rating. Experience includes underwriting, retail & wholesale production agencies, general agent, excess & surplus lines & franchisor. Producer, agent and broker custom & practice and standard of care. Good faith, bad faith. Experience with design & marketing of insurance programs & design & interpretation of insurance clauses in lease agreements, construction and other business contracts, cer...

Banking, Risk Management - Policy, Commercial Credit Risk Management and Underwriting Standards, Covenants, Third Party Vendor Risk, Participations, Regulatory Compliance, Elder Financial Exploitation, Enforcement Actions, Audit, Cannabis Banking, Internal Controls, BSA AML, UDAAP, Regulation B, Standard Banking Practices

Dante Tosetti is a recognized expert in regulatory compliance and risk management for financial institutions. He has over twenty five years of experience within the Federal Reserve and commercial banking. As an executive for a national bank, Dante was successful in resolving numerous articles of a public enforcement action taken by The Office of the Comptroller of the Currency (“OCC”). As a Regulatory Liaison for a state member bank, Dante was formally recognized by as being ‘instrumental’ to a bank’s successful release from a public enforcement action taken by the Federal Reserve Bank of San Francisco. He was formerly a Bank Examiner with the Federal Reserve Bank of San Francisco where he led and supported safety and soundness examinations of community, regional, and large banks throughout the nine western states. At the Fed, he was a presenter for a national broadcast titled, "Commercial & Industrial Lending: Pitfalls and Risk Mitigants." His deep banking expertise on both the...

Premises Liability, Hotel & Restaurant - Premises Liability, Hotel and Restaurant security, Crime Foreseeability, Security Negligence, Wrongful Death, Personal Injury, Use of Force, Security Best Practices, Property Management, Emergency Preparedness, Risk Management, Parking Lot Crime

Over 30 years law enforcement and Security Management Experienced in complex trial preparation, report writing, and legal research Exceptional case management and communication skills Qualified expert in Alameda and San Joaquin counties. Diligent at conducting safety-security audits and vulnerability assessments Frequently evaluate Negligence and Liability, Standards of Care, Use of Force, Crime Foreseeability, Security Audits and Risk Assessments A detail-oriented critical and analytical thinker who understands the discovery process and stages of litigation Have attained the CFLC designation (Certified Forensic Litigation Consultant) with FEWA. Vice President of FEWA Northwest Region