With over twenty five years of experience in the financial services industry, Bill has become a specialist in mid to large commercial and financial institution accounts focusing on the Management and Professional Liability Insurance products. Bill has direct underwriting, marketing, manuscript contract drafting, program structure, and claim experience with:
- Directors and Officers Liability
- Professional Liability
- Errors & Omissions
- Employment Practices Liability
- Fiduciary Liability
- Privacy and Security Liability
- Financial Institution Bonds
- Crime Insurance
- Kidnap/Ransom and Extortion
- Commercial and Contract Surety Bonds
- Excess SIPC Insurance
- Net Asset Value Insurance
- Representations and Warranties
- Unauthorized Trading Coverage
Bill has successfully negotiated deals for publicly traded, privately held, and not-for-profit entities specializing in financial institutions, private equity funds, hospital and allied healthcare companies, biotechnology companies, real estate investment trusts, contractors, law firms, manufacturers, education institutions, retail concerns, and governmental entity clients.