Education

Master's Degree, Insurance Management, 2022
Columbia University, New York
Bachelor of Arts, Psychology(1994)
California State University, Northridge

• Insurance Agency experience since 1993
• Personal & Commercial Lines
• Casualty & Life Insurance
• Accident & Health or Sickness
• Many Insurance Designations
• Licensed in multiple states
• Experience in Agency Operations for Independent Insurance Agency and Exclusive Agency
• Plaintiff & Defendant
• Consulting Expert
• Testifying Expert
• State & Federal Court
• Mediation ready
• Willing to travel
• Maintains Expert Witness Professional Liability Insurance

PROFESSIONAL EXPERIENCE

Susman Insurance Services, Inc.
1994-present
President and Principal Agent

• Agent status with Travelers Insurance Company
• Agent status with Mercury Insurance
• Agent status with CSE Insurance
• Agent status with Safeco Insurance
• Agent status with The Hartford Insurance
• Agent Status with Nationwide Private Client
• Expert Witness Professionals, LLC 2018 – present
• NAIFA Los Angeles Board Member 2020-2021

American Bar TIPS Dispute Resolution Committee Diversity Vice Chair 2022- 2023

American Bar TIPS Dispute Resolution Committee Technology Chair 2023-2024

LICENSES AND DESIGNATIONS

CA Department of Real Estate, Salesperson

• CPCU, Chartered Property and Casualty Underwriter
• LUTCF, Life Underwriter Training Counsel Fellow
• CIC, Certified Insurance Counselor
• API, Associate in Personal Insurance
• AIS, Associate in Insurance Services
• CSFP, Chartered Senior Financial Planner
• AINS, Associate in Insurance
• CLTC,Certification for Long-Term Care
• CFS, Certified Fund Specialist
• FEPS, Final Expense Planning Specialist
• CPIA, Certified Professional Insurance Agent
• AAI, Accredited Adviser in Insurance
• CPIA, Certified Professional Insurance Agent
• AAI-M, Accredited Adviser in Insurance Management