Forensic Expert Witness Profile


Dave David

CPCU, California P/C & Life License, Series 6, 63 Securities License Series 26 Registered Principal
235 Main St.
Pleasanton, CA 94566

Phone: 925-640-4496
Fax: 925-426-6355


  • Forty year career with major California P/C carrier
  • Senior management in marketing and underwriting
  • Thirty seven years managing or training agents
  • Conducted over 300 agency compliance audits
  • Experience with agent wrongful termination cases
  • Experience with agent errors and ommission cases
  • Instructor for Insurance Continuing Education classes



I have enjoyed a 40 year career in the property/casualty insurance market, 37 of it managing or training insurance agents in the field. As a manager I have been involved many difficult areas involving agent standard of care, misrepresentation, errors or omissions, and insurance fraud. I have conducted over 300 agency fiduciary or compliance audits to verify adherence to published rules and regulations. I am currently appointed as a continuing education provider by the California Department of Insurance to teach continuing education classes.

Curriculum vitae

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