Expert Profile
40 years of experience as an expert in forensic reconstruction of insurance transactions, specializing in policy interpretation of the rules, laws and regulations governing insurance and financial matters. Insurance expert involving all forms of insurance, life, health, disability, annuities, retirement planning, IRA's, pensions, profit sharing, group coverage, self-insurance, property and casualty. All financial planning and investments.
CEO ***** Advisors ***** Insurance & Financial Consultant & Expert 40 years
Impact Magazine published by Prudential Insurance Company devoted an entire issue to my career and abilities.
I have been the recipient of various awards and accolades including:
Life Member - Million Dollar Round Table.
Life Member - Top of the Table.
National Sales Achievement Award (15 years).
National Quality Award (15 years).
Health Insurance Quality Award (15 years).
National Association of Health Underwriters.
Leading Producers Award.
I was a Leading Agent for Prudential Insurance Company, United States Life Insurance Company, North American Company for Life and Health Insurance of New York, American General Life
Insurance Company of New York, William Penn Life Insurance Company, American Life Insurance Company, Presidential Life, Insurance Company and Madison Life Insurance Company.
I was Leading Agency for United States Life Insurance Company, North American Company for Life and Health Insurance of New York, American General Life Insurance Company of New York,
William Penn Life Insurance Company, American Life Insurance Company, Presidential Life Insurance Company and Madison Life Insurance Company.
I have written articles for the New York Sentinel (*****), covering all aspects of insurance and finance.
I have written various insurance industry papers on assorted policies and regulations (*****).
I have had articles published in The Financial Consultant (1990).
Published Universal Life “The World Is Flat” (1986).
I was a featured correspondent for The Staten Island Advance (1982) with regard to insurance investment and financial matters.
Consulted by Crain’s Business Weekly on insurance matters
My distinguished career includes being a consultant to well known, high net worth individuals.
Consultant to various law, accounting and small business investment companies (SBIC) on insurance and securities matters.
Consultant to Mr. Michael Berkley, Esquire.
Consultant to Mr. Jay M. Zerin, Esquire, Senior Partner Zerin & Cooper, LLP.
Consultant to Ms. Cynthia Brown, Ph.D., Esquire, Law Professor Western Carolina University and University of Central Florida.
Consultant to Ms. Linda Sue Garrett, Director Louisiana Bar Foundation and Treasurer, Julia Place Condominium Association
Consultant to The Honorable John Marchi, New York State Senator on insurance law and regulations.
Consultant to The Honorable Robert Straniere, New York State Congressman on insurance law and regulations.
Consultant to Ms. Sally Nungasser, Insurance Commissioner Candidate, State of Louisiana.
Consultant to The Honorable Ira Cooper, Justice of the Supreme Court of the State of New York.
Consultant to The Honorable Brenda Brewer, Councilwoman, Fort Myers, Florida.
Consultant to Mr. Dennis J. Drasco, Esquire, Partner at Lum, Drasco & Positan LLC.
Consultant to Mr. Kevin J. O’Connor, Attorney
Consultant to Mr. Dennis Oury, Esquire
Consultant to Mr. Jared T. Hay, Esquire
Consultant to Mr. Jesse Gage, Attorney
Consultant to Ms. Dianna McCarthy, Attorney
Consultant to Ms. Ellish M. McLaughlin, Esquire
Consultant to Ms. Maria Thomas, Attorney
Consultant to Mr. Mark Silberblatt, Attorney
Consultant to Mr. Lawrence Mann, Attorney
Consultant to Mr. Brent M. Maggio, Esquire
Consultant to Mr. William Tattan, General Counsel, Department o*****, State of Massachusetts.
Consultant to Mr. Norman Mopsick, Esquire, Owner Norman Mopsick Pro Law.
Consultant to Mr. Adam Glassman, Attorney, Owner The Glassman Law Group and Adjunct Professor Hunter College.
Consultant to Mr. Michael Byme, Attorney, Senior Partner at Silverman Sclar Shin & Byme PLLC.
Consultant to Mr. Randy Opotowsky, Attorney, Partner at The Steeg Law Firm, LLC.
Consultant to Mr. Ronald E. Raney, Attorney
Consultant to Mr. Charles “Chuck” L. Stern Jr., Attorney, Partner at The Steeg Law Firm, LLC.
Consultant to Ms. Sarah Towler, Solicitor, London, England
Consultant to Mr. Lance Ostendorf, Esquire, Senior Partner at Ostendorf, Tate, Barnett & Tagtmeyer, LLP
Consultant to Mr. Nicolas Bagley, Esquire
Consultant to Ms. Danielle C. Babashoff, Attorney
Consultant to Mr. Ryan Wright, Attorney
Consultant to Mr. Arthur Balsamo, Attorney, Owner Balsamo Law Firm.
Consultant to Mr. David Barnett, Esquire, Partner at Ostendorf, Tate, Barnett & Tagtmeyer, LLP
Consultant to Mr. Arthur Rosen, CPA
Consultant to Mr. Douglas Gober Jr., CPA
Consultant to Mr. Edward Teitelbaum, CPA
Consultant to Mr. Barry Manilow, Entertainer
Consultant to James Brown, Entertainer
Consultant to Mr. James Foxworth, Senior Partner Sullivan & Cromwell, New York City, N.Y.
Consultant to Mr. Martin D. Freeman, CLU Sr. Manager Prudential Insurance Company.
Consultant to Ms. Mardy Sitzer, CEO Bumblebee Design & Marketing LLC.
Consultant to Mr. James Brotherton, Senior VP Underwriting United States Life Insurance Company in the City of New York & American General Life Insurance Company of New York.
Consultant to Mr. James Gatto, VP United States Life Insurance Company in the City of New York.
Consultant to Ms. Sonny Henning, Insurance Specialist, President, One Stop Shopping Insurance.
Consultant to Mr. Victor Novogrodzky, CEO Novell *****
Consultant to Mr. John Bastone, CEO Bastone Insurance Agency.
Consultant to Julia Place Condominium Association, ***** New Orleans, La.
Consultant to Ms. Iris Lurie, President Century 21, Mack Morris Realty.
Consultant to Edward’s Capital Corporation, Small Business Investment Company, (SBIC).
Consultant to Mr. James O’Neill, President RKO-TV, WOR-TV, Channel 9, New York, N.Y.