Practice Areas
Bar Admissions
- District of Columbia
- Pennsylvania
- Washington, D.C.
-
1111 Pennsylvania Ave., NW
Washington, DC 20004-2541
Phone: 202.739.5642
Fax: 202.739.3001
- Philadelphia
-
1701 Market St.
Philadelphia, PA 19103-2921
Phone: 215.963.5548
Fax: 215.963.5001
74 Publications Found
| Date | Title | Publication |
| 04/23/01 |
Bank Sales of Insurance on the Internet, presented at the American Conference Institute, The Legal and Regulatory Forum on Online Insurance Transactions, Chicago |
Speech |
| 03/14/01 |
The New Federal Bank Sales of Insurance Regulations, The Review of Banking & Financial Services |
Article |
| Winter 2001 |
Sharing Information With Affiliates Could Be Tougher Under GLB, Bank Insurance Marketing |
Article |
| 10/04/00 |
Privacy After Gramm-Leach-Bliley, presented at the CSUGA International Conference, San Antonio |
Speech |
| 09/01/00 |
Sharing of Bank Customer Information with Insurance Agencies, presented at the Financial Privacy Conference, New York
View Presentation
|
Speech |
| 06/24/00 |
Privacy Policies and Procedures for the Traditional "Financial Institution", presented at the Financial Services Industry Privacy Compliance Conference, Washington, D.C.
View Presentation
|
Speech |
| 04/18/00 |
State and Federal Law Interplay Under Gramm-Leach-Bliley Act, presented at the Financial Institutions Insurance Association, 12th Annual Convention, Las Vegas
View Presentation
|
Speech |
| March 2000 |
Federal and State Law Interplay Under Gramm-Leach-Bliley: How Not to Do It, Financial Services Modernization: The Impact of the Gramm-Leach-Bliley Act |
Article |
| 11/16/99 |
The Gramm-Leach-Bliley Act: Structural Reform of the Financial Services Industry
View White Paper
|
White Paper |
| 11/08/99 |
Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented at the Financial Institutions Insurance Association Fall Conference, Chicago |
Speech |
| July 1999 |
Developments in State Bank Insurance Regulations, National Underwriter Company |
Article |
| 04/19/99 |
Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented to the Financial Institutions Insurance Association, 1999 Annual Convention, Scottsdale, AZ |
Speech |
| 01/21/99 |
Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented at Southern Florida Bank General Counsel Meeting, Miami |
Speech |
| Winter 1999 |
Know Your Customer: Required Reading for Bank Insurance Marketers, Bank Insurance Marketing
View Outside Publication
|
Article |
| Fall 1998 |
It's "Third and Long" for Financial Modernization Legislation, Bank Insurance Marketing |
Article |
| 06/17/98 |
Marketing Insurance Products to Bank Customers, The Review of Banking & Financial Services, Vol. 14, No. 12 |
Article |
| 06/16/98 |
How to Buy an Agency Without Breaking the Bank, presented at the Financial Institutions Insurance Association - Regulatory and Compliance Seminar, Washington, D.C. |
Speech |
| 06/15/98 |
The Regulatory and Compliance Issues that Flow from the Citicorp/Travelers Merger, presented at the Financial Institutions Insurance Association - Regulatory and Compliance Seminar, Washington, D.C. |
Speech |
| Spring 1998 |
The Struggle for Financial Services Reform: What Have We Learned?, Bank Insurance Marketing |
Article |
| 04/07/98 |
How to Structure a Multi-State Bank Insurance Program to Overcome Inconsistent State Regulations, presented at the Financial Institutions Insurance Association 10th Annual Conference, Charleston, SC |
Speech |
| 04/06/98 |
Legal, Regulatory and Compliance Considerations for Bank Sales of Annuities and Insurance: An Update and Review, presented at the Financial Institutions Insurance Association 10th Annual Conference, Charleston, SC |
Speech |
| March 1998 |
State Insurance Restrictions - The Good, the Bad, the Ugly - and the Unnecessary, Independent Banker |
Article |
| 10/21/97 |
State and Federal Legislation: Where We Are Today and What We Must Do to Comply with Existing Law and Regulation, presented at the Financial Institutions Insurance Association 1997 Fall Conference, San Francisco |
Speech |
| 10/21/97 |
Structuring an Agency Joint Venture Agreement or Acquisition, presented at the Financial Institutions Insurance Association 1997 Fall Conference, San Francisco |
Speech |
| 09/25/97 |
Expanded Powers: Insurance Update - How States, Congress and the Courts are Responding, presented to the Pennsylvania Bankers Association, 1997 Bank Counsel Roundtable, Harrisburg |
Speech |