LocationLake Forest, CA
Biography
- Founder & CEO of Paulmar Group, LLC
- Founder & CEO of Paulmar Software, Inc.
Qualifications
- Inventor of new Insurance Trust Accounting Logic, US Patent No. 9,811,863
- Developer/author of two CE classes on Insurance Fiduciary duty, both approved by CA Dept of Insurance (DOI), # 363112 and #363113 (abstract attached);
- 10-year CE Class Instructor of both CE classes;
- Developer/author of Insurance Trust Accounting Education Program (10 classes included);
- Student of CA Insurance Code, Sections 1733 thru 1736 and CA Bulletin 81-2 regarding insurance fiduciary duty;
- Author of 17 articles published on various platforms, including Insurance Journal, on P&C insurance trust account financial solvency management (list attached);
- Online instructor of 2015 insurance fiduciary duty webinar organized by Insurance Journal (announcement attached);
- Project manager/system analyst for software development; project scope focused on financial solvency management of P&C insurance trust accounts;
- Unique expertise in P&C insurance trust financial solvency management;
Education
- Master’s Degree in Civil/Structural Engineering
- Master’s Degree in Engineering Economics
- Professional Engineer in California and New York states
Past Activities
- Structural engineer for various industrial, commercial and military projects in USA, since 1981;
- Seismic risk assessments of existing buildings located in California, Oregon and Washington states;
- Economist in Romania worked to apply macroeconomic Leontief input-output model to Romanian national economy planning;
- Author of several articles published in Romania on small enterprise financial management.
Notes
- Paulmar Software is a software development company set up to design software for the management of insurance fiduciary duty and to monitor and report trust account financial solvency of P&C insurance agencies;
- Paulmar Group is owned by Paulmar Software; it was set up to handle public relations, market software products and teach trust accounting education classes;
- The CE classes #363112 and & 363113 were approved by DOI in 2017 to Paulmar Group as a class provider; LDC Insurance Education, #19867 – Lynn DellaCroce, Nipomo, CA was the CE class provider of the same classes approved by DOI under different numbers;
- Chris Marinescu is a DOI-approved class instructor of both CE classes.