Bio
Credentials
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Associate in Insurance Services (AIS)
AICPCU / IIA -
Associate in Reinsurance (ARe)
AICPCU / IIA -
Associate in Surplus Lines (ASLI)
AICPCU / IIA -
Chartered Property Casualty Underwriter (CPCU)
AICPCU / IIA
Experience
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Chief Legal Counsel
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Sep 2020 - Present
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JLT Re (North America) Inc.
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Greater Philadelphia Area
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General Counsel
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Nov 2013 - 2019
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Greater Philadelphia Area
Provide timely, accurate, comprehensive and comprehensible legal counsel and advice to the executive management team relative to all matters of legal significance to the enterprise and in support of the parent and affiliated companies. Ensure that the enterprise is knowledgeable of and is in com...
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United Kingdom
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Financial Services
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700 & Above Employee
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Senior Counsel
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Jan 2012 - Nov 2013
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Vice President, Professional Excellence Leader, Brokerage - North America
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2007 - Jan 2012
Professional Excellence Leader, Brokerage (North America) (2010). Responsible for ensuring compliance with applicable laws, regulatory requirements and corporate Professional Excellence standards; serve as resource to business leadership and Legal Department regarding E&O, risk management and contracting decisions; provide regional/practice input on evolving Professional Excellence strategies, processes and tools; coordinate Best Practice Reviews to measure compliance with internal standards; advise on Professional Excellence issues such as quality, ethics, client relationship challenges and conflicts of interest. Resolution of (re)insurance regulatory and legal compliance issues in support of Reinsurance Operations, including aspects of agent/producer licensing compliance; surplus lines taxes, producer/program management agreements and policy/endorsement form evaluation for clients. Reviewing and drafting, as applicable, insurance and reinsurance clauses and related or ancillary agreements such as confidentiality agreements, consulting agreements, nondisclosure agreements (NDAs), commutations, novations, broker services agreements, revenue sharing agreements, client engagement agreements with fee and scope of work provisions and other contract documents, as appropriate. Ensure document compliance with applicable U.S. and international laws, (re)insurance industry protocols and corporate policies regarding contract documentation.Drafting Property/Casualty and Accident/Health reinsurance contract documentation. Towers Watson is a global professional services firm that provides innovative solutions in the areas of human capital strategy, program design and management, and in the areas of risk and capital management, insurance and reinsurance intermediary services, and actuarial consulting.
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Partner
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1993 - 2006
• Responsible for leading all phases of first and third party insurance defense litigation from inception to conclusion, including pleadings, motion practice, discovery, settlement negotiation and formulation of strategy for case resolution by arbitration, ADR or trial.• Practice specialties incl...
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Education
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Albany Law School
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St. Lawrence University
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University of Connecticut School of Law
Suggested Services
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References
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