• 46 years management, engineering & field experience in the installation, maintenance, modernization & repair of vertical transportation equipment
• C-11 California State Licensee - Elevator & Escalator Installation Contractor
• 17 years Superintendent of Elevator / Escalator Maintenance / Modernization San Francisco Bay Area Rapid Transit District (BART)
• Creator / Director of pioneering in-house elevator / escalator mechanic training program (2years) for the San Francisco Bay Area Rapid Transit District (BART)
• Expert Witness – Depositions / Case Preparation / Accident Investigation / Expert Witness testimony in Superior Court trials as needed, litigating major injury accidents on escalator & elevator equipment. Both State and Federal jurisdictions.
• Expert Services for both Defendants & Plaintiffs
• Special Insurance Consultant reviewing & advising on over 400 insurance claims made pursuant to accidents & injuries on escalator & elevator equipment
• Member APTA Technical Committee, Vertical Transportation, American Public Transportation Association, Washington DC

• 2013 to 2016
  Escalator Elevator Consulting Group
  Principal
  
  Complete escalator / elevator consulting services, including expert witness testimony, maintenance audits, maintenance contract specifications, modernization contract specifications, operational / condition assessments, vertical transportation evaluation for new construction, evaluation of engineering documentation, and evaluation of vertical transportation equipment pursuant to injuries sustained on escalator / elevator equipment, both State and Federal jurisdictions.


• 1996 to 2013
  San Francisco Bay Area Rapid Transit District (BART)
  District Superintendent, Power & Mechanical Maintenance Division
  
  Total operational maintenance, modernization and repair responsibility for 179 escalators, 140 traction and hydraulic passenger elevators, and 4 handicap lifts in a mass transit, urban rail environment, employing 45 technicians. Operational scope required safe, sustained elevator and escalator reliability of 97% while conveying over 109 million patrons per year through 44 passenger stations and 14 parking structures covering the Bay Area. Chief Maintenance Officer in charge of design review / installation and deployment of 121 total escalator modernizations and 100 elevator modernizations. BART District Expert Witness, appearing in all escalator and elevator litigations; consulting with District retained counsel on accident investigation, case preparation, trial strategies, and expert testimony at trial.


• 1988 to 1995
  Armor KONE Elevator Company, San Francisco, CA
  General Manager
  
  Total operational responsibility for Western Region, grossing over 20 million dollars per year, with 75 employees, performing contracted elevator and escalator maintenance, modernization, and repair on a base of over 1,000 vertical transportation units. Compete operational responsibility including Field Operations, Administration, Sales, and Profit / Loss.


• 1983 to 1987
  Atlas Elevator Company, San Francisco, CA
  Vice President, Field Operations
  
  Responsible for administration, elevator and escalator maintenance, modernization, and repair operations, Including Union labor relations, vendors, and State Regulatory agencies. Established computerized costing, billing, A/P and A/R. Managed marketing operation doubling revenue growth in two years.


• 1979 to 1983
  Armor Elevator San Francisco, CA
  Sales Manager
  
  Directed sales, negotiation, design, contracting, and construction of high rise passenger and freight elevators throughout Northern California, with emphasis on microprocessor computer controls and solid state motor drives. Negotiated long term maintenance service and repair contracts and elevator / escalator modernization projects. Worked closely with architects, engineers, building owners and managers. Top Sales Professional 1981 and 1982 in competition with 50 Sales and Region Managers in firm grossing over 100 million dollars annually.


• 1978 to 1979
  Dover Elevator Company, Oakland, CA
  Construction Field Superintendent/Construction Coordinator
  
  Managed labor and materials logistics in field operation for construction of elevators and escalators. Scheduled labor, generated field drawings, reviewed and approved structural, architectural, and electrical schematics involving elevator / escalator construction. Generated and processed Job site layouts.


• 1973 to 1977
  Atlas Elevator Company, San Francisco, CA
  Account Executive
  
  Handled all phases of design, sales, contract negotiation of passenger and freight elevators and escalators, elevator and escalator maintenance. 1975-76 Assignment to Westinghouse Elevator for special projects in Dallas, TX.


• 1970 to 1973
  Otis Elevator Company, San Francisco, CA
  Apprenticeship field training
  
  Field position working on the installation of elevators and escalators, San Francisco, CA. Installed elevator and escalator equipment in the Bank of America World Headquarters Building.

• 1969 - BA Stanford University, Liberal Arts & Sciences
• 1964 - Graduated Phillips Academy, Andover, Massachusetts

As Creator / Director of the Initiative, published major paper on the development of the BART in-house Elevator / Escalator Mechanic Training Program to select, educate, train, and develop elevator / escalator mechanics employed directly by the District. A two-year program incorporating academic course work, advanced electrical and mechanical training, and specific instruction and supervised field work to train selected candidates to become fully capable elevator / escalator mechanics. Developed syllabi, course materials, teaching aids, hired instructors, set performance standards, and designed developmental stages to determine student progress.