Insurance Property, Fire & Casualty Consultants: 18

Prof. William J. Warfel, PhD, CPCU, CLU, specializes in Insurance and Risk Management. Currently on faculty at Indiana State University, his subjects have included Property / Liability Insurance, Health Insurance, Life Insurance, Introduction to Risk and Insurance, Commercial Liability Insurance, and Insurance Seminars. 

Dr. Warfel is widely published in applied, professional journals. He has formally agreed to make a presentation concerning the “Application of the Separation of Insureds Condition” to the Indianapolis Bar Association as part of its Continuing Education Program (Winter Symposium, Indianapolis Bar Association, Insurance Coverage Section) for its members on December 9, 2021.

Dr. Warfel is a Member of the Board of Directors Overseeing the Development and Use of a Monetary Investment Software Tracking System for the purpose of holding contractors and subcontractors connected to construction projects accountable, and protecting the insurable interest of banks who finance these construction projects.  He has also participated as a panelist in a plenary session sponsored by the United Campus Ministries, and the
Indiana State University Center for Economic Education. The title of this session was, “Healthcare Reform: Industry Implications, Insurance Complications, and the Economics of it All.”

Insurance Industry Studies:

• Commissioned by the National Association of Mutual Insurance Companies (NAMIC), to prepare an Issues Analysis paper concerning legislative expansion of policyholder remedies for first party bad faith. Prf. Warfel's role was to present the legal landscape concerning first-party bad faith law across the United States.
• Commissioned by Networks Financial Institute at Indiana State University to draft a working paper concerning issues related to insurance regulatory reform.
• Commissioned by the Coalition for Quality, Affordable Housing to conduct a study concerning why reliance on litigation to resolve disputes relating to alleged construction defects has contributed to a price/availability problem with respect to contractors liability insurance in California.
• Completed a faculty internship with Safeco Insurance Companies, the purpose of which was to examine the response of state legislatures to disruption in property insurance markets that occurs in the aftermath of a natural disaster, and examine the need for federal reinsurance.
• Commissioned by State Farm Fire and Casualty Insurance Company to conduct a study concerning the impact of natural disasters on insurers and the insurance marketplace.

View Dr. William Warfel's Expert Witness Profile.

Dale Wheeler is licensed in Fire Protection and Safety Engineering, and is certified in Basic Code Enforcement / Building Inspection by the Building Officials and Code Administrators (BOCA). He is published on fire safety in Atrium Buildings and in Exhibition Halls. Mr. Wheeler's Areas of Expertise include:

• Fire Protection System Design, installation and operation:
  - Fire detection
  - Smoke detection
  - Fire alarm
  - Central Station
  - Sprinkler systems
  - Fire suppression systems
  - Smoke control
• Fire and Smoke Barriers
• Building Code, Life Safety Code, and Fire Code Compliance
• Fire Hazard, Building Materials, Fire Resistance Ratings
• Fire Cause and Origin
• Arson
• Means of egress, egress signage, emergency lighting
• Forensic Fire and Fire Systems Investigation

PozmantierWilliams Insurance Consultants, LLC is an Insurance / Risk Management firm that offers clients negotiating expertise and depth of knowledge to optimize their coverage while in many cases reducing costs. Services Include:

• Design / Implement / Audit Insurance / Risk Management Programs
• Contractual Review and Recommendations
• Lease Analysis
• Broker Selection / Broker Services Review Advice
• Competitive Marketing of Insurance Programs
• Merger and Acquisition Due Diligence
• Executive Insurance Review
• Claims Services
• Captive / Alternative Risk Planning Services

Joe L. Williams, CPCU, partner in PozmantierWilliams Insurance Consultants, LLC, has over 49 years of experience as an Insurance Agent / Broker and Insurance Consultant. From 1970 until 2007, he was a principal shareholder in a large Houston firm, Wisenberg Insurance + Risk Management, and was Chairman and CEO when the firm was sold to a subsidiary of Wells Fargo Bank. Mr. Williams is very familiar with all phases of the insurance industry, including consulting on bad faith, customs and practices, and standards of care. He has particular expertise in property coverage, business interruption, non-subscription, and risk transfer techniques. During the past several years, Mr. Williams has been a media contact for radio, television and news publications as an authoritative source of information about various insurance and risk management topics. He has taught numerous seminars on Business Insurance at the University of Houston. He has lectured and been a seminar leader on various insurance topics. View Joe Williams' Expert Witness Profile.

Britta M. Moss CPCU, SCLA, AIC-M, is a graduate of The Ohio State University and a 25+ year veteran of the Property & Casualty Insurance industry.  She has claims experience in a wide variety of personal and commercial lines claims as a Claim Representative, Examiner, Supervisor, Trainer and Manager.

Ms. Moss handles, supervises, manages and provides training for claims involving auto damage, personal & commercial property damage, bodily injury, personal injury, property damage liability, commercial general liability, uninsured / underinsured motorists, medical payments, personal injury protection, and allegations of bad faith and extra-contractual exposure.

Consulting Services Include:

Claim Consultation & Training: 

• In-House Claims Consultation and Training available on a wide range of topics and highly beneficial for any party touched by the claim process, including adjusters, agents, CSRs, underwriters, sales reps, and legal counsel.
• Good faith claim handling, supervision and management, improvement of documentation skills & procedures, understanding & managing work environment pressures, maintaining credibility & mutual respect, managing corporate discovery demands, policy & procedure refinement.

Auditing 

• Flexibility to take on a wide range of audit projects, from complete claim portfolio reviews to focus audits. Objectively review factors that are often difficult to assess at ground level: handling/management consistency, reserve adequacy, process efficiency & effectiveness, training needs, reporting gaps, and bad faith, extra-contractual, and other volatile exposures.

Presentations

• Meetings, Seminars, or Panel Discussions on best practices and standards of care in claims investigation, evaluation, negotiation, and settlement, what they see on both sides of the aisle as experts, and bad faith litigation trends.

Britta Moss's Expert Witness Profile.

Florida Office:
Andrew Avalon, PE, PSP
Chairman & CEO
8633 Willow Kane Court
Orlando, FL 32835
aavalon@long-intl.com
T: (407) 445-0825     F: (407) 650-3399

---

Long International provides expert engineering and construction claims analysis, expert testimony, project management consulting, and insurance claims analysis services. We focus on projects in the following industries: building and construction; gas, gasification, GTL, LNG, and NGL; industrial and manufacturing; mineral and mineral processing; offshore oil and gas; oil sands; pipelines and utilities; power; refineries, petrochemical, and chemical; transportation; and water, wastewater, dams, and marine.  We analyze claims, not limited to, disputed change orders, schedule delay, acceleration, time extensions, liquidated damages, loss of productivity, defective specifications, and deficient project management performance.

Richard J. Long, P.E., P.Eng., Founder of Long International, has over 50 years of U.S. and international consulting experience involving construction contract disputes analysis and resolution, arbitration/litigation support and expert testimony, project management, engineering/construction management, cost and schedule control, and process engineering. As an internationally recognized expert in the analysis and resolution of complex construction disputes for over 35 years, Mr. Long has served as the lead expert on over 300 projects having claims ranging in size from US$100,000 to over US$2 billion. He has presented and published numerous articles on claims analysis, entitlement issues, CPM schedule and damages analyses, cumulative impact claims, and claims prevention.

Rod C. Carter, CCP, PSP is President of Long International and has over 20 years of experience in construction project controls, contract disputes and resolution, negotiations, mediation, arbitration support, and expert testimony on scheduling, loss of productivity, and quantum issues.  He has experience in entitlement, schedule, and damages analyses on over 30 construction disputes ranging in value from US$100,000 to US$7 billion, related to oil and gas, oil refinery, LNG, heavy civil, nuclear, environmental, chemical, power, industrial, commercial, and residential construction projects.  Mr. Carter is proficient in the use of Primavera P6 and P3 software, and he has extensive experience in assessing the impact to engineering and construction works of RFIs, change orders and other events.  Mr. Carter specializes in loss of productivity, cumulative impact, and quantum calculations, and had a lead role in assessing damages on more than a dozen major disputes.  In addition, Mr. Carter has developed cost and schedule risk analysis models using Monte Carlo simulations to address the uncertainty of estimates and claims.

Scott M. Francis, P.E., PSP is a Vice President of Long International and has over 20 years of experience in project management, contract disputes analysis and resolution, CPM schedule preparation, execution, and analysis, productivity analysis, contract administration, design engineering, construction management, and government contracting.  He provides schedule development and assurance services, cost estimating, and claims analysis services on projects for both owners and contractors.  Specific responsibilities include CPM development and reviews, CPM schedule delay and acceleration analyses, change order impact analysis, issue identification, correlation of impacts to schedule activities, and productivity evaluations.

Key Coleman, CPA, CFA, CPCU, ARe is Executive Director and Founder of Litigation Economic & Forensic Consulting Group LLC. While his firm is located in Greater Philadelphia, his practice is nationwide. Mr. Coleman focuses his consulting practice on damages analysis in the context of commercial disputes, contract audits and investigations. Mr. Coleman has a specialty in the Insurance and Reinsurance Industry, having worked in or around the industry for over 30 years. Prior to starting his own firm, he spent the bulk of his career in Chicago where he was a partner at a Big Four accounting firm and subsequently held high level positions at other nationally recognized accounting and consulting firms. Prior to his consulting career, he spent more than eight years in the insurance and reinsurance industry. His major investigative work includes having spent 4 years on the then-largest insurance investigation in history.  He is one of the few experts nationwide who holds both the CPA and the CPCU designations; he has significant depth in reinsurance, as well, enabling him to gain the 'big picture' when dealing with insurance and reinsurance issues.  He has performed inspections of MGAs, TPAs, ceding companies, and insureds. An abbreviated list of his investigative and insurance specialties include:

Accounting, Forenisic Accounting and Investigations Analysis of accounting records Forensic accounting Investigative analysis Contract audits Consulting Services in Insurance and Reinsurance MGA/MGU audits or inspections Underwriting audits

Claims analysis Ceding company audits Premium audit analysis Insolvency and run-off analysis Workers’ Compensation Professional Employment Organizations (PEOs) Damages Analysis in Inurance and Reinsurance

View Key Coleman's Expert Witness Profile.

Lieberman Financial & Consulting Services, LLC provides high quality Financial Planning services and Insurance Investment to advice to clients in all walks of life. Principal, Maurice Lieberman, CLU, ChFC, RHU, LUTCF, has over 40 years of experience specializing in Life Insurance, Annuities, and Health Coverage.

Mr. Lieberman also offers Financial Planning Workshops and conduct large and small group seminars. He provides individual and family financial counseling sessions to active duty members of the United States Military (all branches.)

Mr. Lieberman holds three professional designations from the American College, Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter. He is a Life Insurance Training Council Fellow, and a member of the American College of Financial Services Professionals, Forensic Expert Witness Association, and the American College of Forensic Examiners International.

Background Experience - Mr. Lieberman started as an insurance agent for Metropolitan Life and then advanced in his career to manage brokers. He successfully built agencies for Aetna, and Principal Financial Group. He was later promoted to Regional Director for New England Financial, and CSAA Life. Over the years he mentored hundreds of insurance agents, brokers, financial planners and agency managers to build their own successful careers and agencies. He was also a member of the Million Dollar Round Table and utilized his selling and management experience to train insurance agents, brokers and financial planners in advanced areas of estate, business insurance, and financial planning.

View Maurice Lieberman's Expert Witness Profile.

Jim Leatzow has 46 years of "hands-on" practical, property / casualty insurance agency experience. Leatzow has literally worn "every hat there is to wear in the P/C insurance business. He provides expert & arbitration services nationally & internationally with no charge for travel time. He is articulate, efficient & equally comfortable within the U.S. & in foreign venues. His experience includes:

• 46 years national Property/Casualty insurance industry experience
• 30 years national, Property/Casualty insurance Agency Owner
• 23 years national, Property/Casualty Managing General Agent (MGA)
• 20 years national, Third Party Administrator (TPA) insurance claim adjuster
• 26 years Reinsurance experience & Company Founder/President
• 17 years Certified insurance Arbitrator (U.S. / U.K. / Bermuda) 
• 55 years Licensed Pilot with Commercial, Instrument, Multi & Seaplane Ratings 
• Still licensed in Illinois (46 years) & Wisconsin (38 years) 
• Licensed in all states for 20-25 years until 2005 (agency sold)
• Rule 26 Report specialization on complex cases 
• Bad Faith Expert qualified nationally 
• History of representing plaintiff & defense equally
• No charge for travel time "coast to coast"

Leatzow's specialties include: Agent-Broker-MGA standards of care / Bad Faith / Coverage / Agent-Broker E&O Claims / Agent-Broker custom & practice / Professional (E&O) Liability / Claims Adjusting Standard of Care / Claims-made coverage / Surplus Lines issues / Underwriting / Licensing / Property / General Liability /Aviation Insurance

Jeffrey D. Diamond specializes in Insurance Coverage Disputes and Litigation. He has established his law firm as one of the premier Insurance Coverage law firms in the Metro Atlanta area on behalf of policyholders, as well as throughout the State of Georgia and, as he was initially admitted to the State Bar of California in 1978, he serves policyholders in California, as well. 

In addition to his full time law practice, Mr. Diamond has served as an Adjunct Professor of Insurance Law since 1995 in both California and Georgia, having joined the Georgia State University College of Law faculty in 2009 as an Adjunct Professor of Insurance Law and, in 2012, he joined Atlanta’s John Marshall Law School in a similar capacity. 

Mr. Diamond  is also a law instructor for the National Association of Certified Valuators and Analysts (NACVA), a national educational organization which conducts continuing education programs for financial professionals across the country, teaching in NACVA’s Expert Witness Bootcamp program. Mr. Diamond has been an invited guest speaker on topics of interest at numerous insurance conferences throughout the country. 

Over his 37 year career, Mr. Diamond has successfully represented policyholders, and formerly Insurance companies, in a wide variety of insurance coverage and bad faith actions including:

• Business Insurance Litigation
• Homeowners Insurance Litigation 
• Construction Defect Litigation
• General Business Property and Liability Claims
• Long Term Disability Claims
• Life Insurance Claims

 Litigation Support - Mr. Diamond's experience as an insurance litigator and insurance law professor allows him a unique perspective as a consulting expert witness. His extensive knowledge of insurance law and keen insights into insurance policy interpretation, as well as the covenant of good faith and fair dealing under each State’s insurance related statutes and case law, make him an exceptional consulting expert witness with regard to insurance coverage disputes and issues concerning insurance bad faith issues.

 View Jeffrey Diamond's Expert Witness Profile.

Janice A. Ramsay founded the law firm of Ramsay and Johnson, ALC in 1984. She merged her practice and that firm with Berger Kahn LLC in 1999. Since the late fall of 2007, she has primarily worked independently as an expert witness and consultant to other attorneys.

During her career, Ms. Ramsay has given advice on coverage questions, underwriting procedures, rescission rights, claims handling, and insurers legal and policy obligations. She is experienced with both commercial and personal lines policies. Ms. Ramsay is familiar with the business of insurance and the legal framework of that business and has performed the procedures that are unique to the claims process such as examinations under oath, and appraisals. She has drafted or revised insurance policies for several insurance companies and has handled coverage litigation.

Litigation Support - Ms. Ramsay has been retained in over 150 matters as an expert work during her law practice beginning as early as 1989. She has testified frequently in both deposition and trial on the standards and practices of the insurance industry. She has testified for insurers, insureds,brokers, and agents.

Types of Losses:

Fire Losses Organized Insurance Fraud Landslides Earthquakes Water Damage / Mold Defective Construction

Latent Defects Riots Acts of Civil Authority Business Interruption Suit Limitation Issues Mortgagee Rights

Speaking Engagements - Ms. Ramsay has frequently been a speaker and/or panelist for the Orange County Bar Association, PLRB Annual Conference, the Combined Claims Conference, and many more. She has also given in-house seminars for several insurers.

Ivan E. Cohen, RF, ARM, CRM, CIC, AIC, AAI, MLIS, CRIS, is a nationally recognized Insurance Expert with 44 years of Insurance and Risk Management experience.

In 1979, he opened his own agency where he still serves as president. Mr. Cohen has also been an Insurance educator for 41 years, serving as a senior adjunct professor at Westchester Community College in the Banking, Insurance, and Real Estate curriculum, and also on the curriculum advisory committee. He has taught for the Risk and Insurance Management Society, The National Alliance, Professional Insurance Agents of New York, Connecticut and New Jersey, Independent Insurance Agents and Brokers of New York, and provides training and continuing education courses for agencies and companies. 

Mr. Cohen is a member of the Global Risk Management Institute, an associate member of the Risk and Insurance Management Society and holds the distinction of being a RIMS Fellow and has been a contributing insurance columnist for Risk Management Magazine.

Mr. Cohen delivers presentations and seminars throughout the country on topics including: 

Errors & Omissions - Agency Management - Risk Management - Law & Ethics - Casualty Coverage - Property Coverage

View Ivan Cohen's Expert Witness Profile.

Huggins Actuarial Services, Inc is a full-service independent consulting firm with more than 100 years of experience providing innovative and clever solutions to a wide range of Actuarial and Risk Management Challenges. They offer a wide range of tactical consulting services providing valuable assistance in the day-to-day operation of your firm, as well as strategic consulting to inform decision-making on matters of extreme gravity.

Huggins employs leading professionals, having the combination of strong analytical skills, business knowledge, and understanding of human behavior to identify, measure, and manage risk. The firm has a reputation of actuarial excellence and a proven track record providing clients with the information and vital services they need to succeed. 

Huggins actuaries have issued more than 600 loss reserve opinions to date, and counting. Credentialed actuaries on staff average over 25 years of experience and have reached top levels of achievement in the actuarial profession, including Chief Actuaries of large multi-line national insurance companies and Partner of Big Four accounting firms Their Integrated team approach provides the highest quality work in a timely fashion.

Consulting Services:

Loss Reserving Enterprise Risk Management Appointed Actuary Economic Capital Modeling

Rate Making & Product Development Individual Claims Simulation Model Captive Feasibility Study Warranty and Other Accruals

Ronald T. (Rusty) Kuehn is a Consulting Actuary with Huggins Actuarial Services, Inc. and a Fellow of the Casualty Actuarial Society and the Conference of Actuaries in Public Practice, a Member of the American Academy of Actuaries and the International Actuarial Association. In addition, Mr. Kuehn holds the Chartered Enterprise Risk Analyst (CERA) designation, the Chartered Property-Casualty Underwriter (CPCU) designation, and the Associate in Risk Management (ARM) designation.

Mr. Kuehn is professionally active; he has served as the chairman of the Casualty Loss Reserve Seminar (CLRS), which is jointly sponsored by the Casualty Actuarial Society (CAS), the American Academy of Actuaries and the Conference of Consulting Actuaries. He has also served on the on the Casualty Practice Council of the American Academy of Actuaries, the CAS Examination Committee and Committee for Consultants’ Interests, and as past President, Education Chairman and Board Member of the Casualty Actuaries of the Mid-Atlantic Region (CAMAR).

In addition, Mr. Kuehn has served on the Insurance Services Office Private Passenger Automobile Subcommittee and the Homeowners Subcommittee. Mr. Kuehn has also served as a Member of the Conference Task Force on Public Policy Debate of the Conference of Actuaries in Public Practice. He currently serves on the Board of the Insurance Society of Philadelphia (ISOP), and he is a member of the ORSA subgroup of the ERM Committee of the Risk Management and Financial Reporting Council of the American Academy of Actuaries. His over 45 years in business have given him a thorough knowledge of the property-casualty business both from a company and consulting viewpoint. See Full Bio and Consulting Experience.

Grover M. Edie, MBA, FCAS, MAAA, CERA, CPCU, ARM, ARP, is a Fellow of the Casualty Actuarial Society, a Member of the American Academy of Actuaries, a Certified Enterprise Risk Analyst, a Chartered Property Casualty Underwriter, an Associate in Risk Management, and an Associate in Research and Planning. 

Prior to joining Huggins, Mr. Edie was Vice President and Chief Actuary at GMAC Insurance Company, where he oversaw all actuarial activities including pricing, loss reserving, and enterprise risk management in personal auto, commercial lines, auto extended service contracts, assumed reinsurance and other miscellaneous lines of insurance. He introduced Economic Capital Modeling to the organization during his tenure. His previous employers include Erie Insurance Group, John Deere Insurance, and the Insurance Services Offices.

Mr. Edie has over 25 years of actuarial experience. He started his insurance career as an underwriter. The primary services Mr. Edie provides to his clients includes Economic Capital Modeling, Enterprise Risk Management, profitability analysis, rate level reviews and filings, and loss reserve analysis. See Full Bio and Consulting Experience.

Kim E. Piersol, FCAS, MAAA, is a Fellow of the Casualty Actuarial Society and a Member of the American Academy of Actuaries. Prior to joining Huggins, he served as Senior Vice President & Chief Actuary for Crum & Forster Insurance Companies. Prior to that he served as Group Vice President & Chief Actuary for CNA Insurance Companies, and was a consulting actuary for KPMG LLP, Arthur Andersen LLP, and CFO of AIG Risk Management (AIGRM). 

Mr. Piersol is professionally active; he has served on the American Academy of Actuaries Environmental Liabilities Work Group, the NAIC Technical Advisory Committee on Catastrophe Reserves, the Workers’ Compensation Reinsurance Bureau Actuarial Committee, and has been a Director and Treasurer of the Professional Liability Underwriting Society (PLUS). He also served on the Professional Liability Actuarial Subcommittee of the Insurance Services Office (ISO). He has also served as a 1st Lieutenant in the United States Army Field Artillery. His over 40 years in the actuarial field have given him a thorough knowledge of the property-casualty business both from a company and consulting viewpoint. See Full Bio and Consulting Experienc.

View Huggins Actuarial Services, Inc.'s Expert Witness Profile.

CMC Advisors Inc. (CMC) provides expert Insurance Consulting and offers clients the upper hand in managing their assets and liabilities. They assist clients in managing investment portfolios by helping to determine if current Financial Retirement plans such as IRA, Roth IRA, Rollover IRA, 401(K), Keogh Plans, Pensions and Profit Sharing Plans are meeting retirement goals. Consulting Areas:

Annuities Life Insurance Term Insurance Single Premium Variable Insurance

Retirement Disability Insurance Consultant Expert Witness Services

Wayne Citron has 45 years of experience as an expert in Forensic Reconstruction of Insurance Transactions. He is an insurance expert and consultant. Mr. Citron established the Citron Agency and CMC Advisors Inc. in 1972, where his duties included executive and managerial responsibilities, sales, service, compliance with all insurance matters as well as securities laws and regulations. Both firms are leaders in life, health, disability and property and casualty insurance. Mr. Citron has served as an instructor for Prudential Insurance Company Brooklyn Agency (1973) educating personnel in general insurance matters, underwriting, and insurance law. He has worked with companies including Prudential Insurance Company, United States Life Insurance Company, North American Company for Life and Health Insurance, American General Life Insurance Company, William Penn Life Insurance Company, American Life Insurance Company, Chubb Insurance Company, Travelers Insurance Company, Mass Mutual Insurance Company, John Hancock Insurance Company, and American International Group (AIG), among other. Mr. Citron recently volunteered for Ocean County Long Term Recovery Group (OCLTRG) to reopen Super Storm Sandy flood claims and examine National Flood Insurance Policies, as well as deal with FEMA in these matters (2015 & 2016). View Wayne Citron's Expert Witness Profile.

Clarity Concepts, Inc. provides risk consulting and training services that help develop businesses into a high-functioning organization through specially designed consulting and training programs that suit both individual and corporate needs. 

Clarity Concepts, Inc.'s Services:

Corporate strategy Enterprise Risk Management Outsourced Risk Management Insurance Program Analysis Claims reduction through Risk Control

Corporate Governance Consulting and Training Organizational / Group Training Teambuilding for Organizational Effectiveness Strategic Innovation Training Crisis Management Planning

Principal, Jane Marie Downey, M.Ed, ARM, has over 35 years of experience in Risk Management and Property, Casualty, and Professional Liability Insurance. A well-known risk management consultant, leadership trainer, and frequent public speaker, she provides risk consulting, insurance broker management, outsourced risk management, as well as leadership and team training. Her risk management clients have included Schott Corporation, Carl Zeiss, Inc., Main Line Health Systems, Genencor International, Entech Creative Industries, Saint-Gobain Corp., Commerce National Insurance Services, Napco and CIGNA International. 

Background - Ms. Downey’s corporate experience includes risk management positions with IU International, PaineWebber Group, Inc., and The West Company. She also worked as an Account Executive in insurance brokerage with the Hobbs Group, now part of Willis.

 She taught Risk Management at Temple University's Fox School and Crisis Management at Penn State's Graduate Program. She currently teaches Continuing Educations courses for brokers and agents for the Institute of Strategic Educational Parners. 

View Jane Downey's Expert Witness Profile.

CBM1 is a Southern California-based Commercial Real Estate Leasing and Investment Sales Brokerage specializing in landlord and tenant and property investor representation for retail, industrial, and other commercial real estate properties.

Consulting Services - CBM1 has the market knowledge, industry relationships, and marketing prowess to average nearly 300 transactions annually over the past three decades, leasing well over 6,000 properties. Clients have included Walmart, Sprouts, Habit, Popeyes, Sprint, Best Buy, Smart & Final, CVS, Walgreens, Wells Fargo, Subway, and many more. 

Rick Rivera, Principal at CBM1, is a Commercial Real Estate Professional and Shopping Center Property, Asset Management, and Brokerage Expert in the real estate business for over 30 years. He specializes in representing landlords and tenants in the leasing and sale of commercial properties.

Formerly President and CEO of CBM, Inc., Mr. Rivera oversaw 11 million square feet, thousands of tenants, several hundred landlord clients, dozens of property managers, and leasing agents. He was the broker of record for more than 300 leasing and sales transactions annually. He supervised daily operations and directed a team responsible for managing and leasing a 500+ shopping center and retail specific portfolio. 

CBM was a CoStar ranked “Power Broker” for nearly a decade for leasing and/or selling 300+ properties annually. He has personally represented sellers and buyers in the sales of over $300 million in retail properties.

Mr. Rivera is currently listing over 250 properties for sale or lease. His clients include private and institutional investors.

View Rick Rivera's Expert Witness Profile.