The Berkley Transactional team is comprised of experienced Transactional Insurance Underwriters, including attorneys with years of direct legal experience in Mergers and Acquisitions from their tenure at top US law firms. We deliver seamless and professional execution within the timeframe necessitated by your Transaction.

Randy Hein

Randy Hein, President | (973) 775-7499 | rhein@berkleypro.com

Randy is President and founding member of Berkley Transactional, having previously served as SVP of Chubb where he re-established the Transactional Risk Practice in 2015. Randy also held various leadership positions at Chubb, Genesis, ICI, and Progressive. He also served as a Trustee of the Professional Liability Underwriting Society. Randy holds an MBA in Finance from Case Western Reserve University and a BS in Business Finance from Miami University.

 
Christine Wartella

Christine Wartella, Senior Vice President | (973) 775-7498 | cwartella@berkleypro.com

Christine is SVP and founding member of Berkley Transactional, having previously served as VP and Underwriting Manager of the Transactional Risk Practice at Chubb. Earlier roles include Worldwide Banking Segment Manager and Financial Risks Product Manager for Chubb Specialty, and positions at First Fidelity Bancorp, PricewaterhouseCoopers, and GE Capital. Christine holds an MBA from Lehigh University, a BS in Accountancy from Villanova University, and a CPA Certification.

 

Daniel Simnowitz

Daniel Simnowitz, Senior Vice President | (212) 618-2919 | dsimnowitz@berkleypro.com

Dan is a Senior Vice President of Berkley Transactional, having previously served as a Vice President in the transaction liability group of a global insurance carrier. Dan has more than a decade of legal and insurance industry experience, including roles in product development, as in-house counsel at a major insurance carrier and as outside coverage and litigation counsel. Dan holds a J.D. from Boston University School of Law, an M.A. from the London School of Economics and B.A. from Boston University.

 
Barbie Hsu

Barbie Hsu, Vice President | (212) 618-2943 | bhsu@berkleypro.com

Barbie is Vice President of Berkley Transactional, having previously practiced for several years as a corporate attorney at Foley Hoag LLP in Boston and Winston & Strawn LLP in New York. Her practice included a focus on advising public and private companies on a variety of corporate matters, including mergers and acquisitions, financings, and general corporate governance. She holds a J.D. from Cornell Law School and a Bachelor of Arts in Government from Cornell University.

 
Edward Newton

Edward Newton, Vice President | (212) 618-2939 | enewton@berkleypro.com

Edward is Vice President of Berkley Transactional, having previously served as an M&A associate at Cleary Gottlieb and Schulte Roth & Zabel. His practice focused on advising strategic companies, investment funds, and their portfolio companies in domestic and transnational acquisitions, divestitures, restructurings, and public offerings. Edward holds a J.D. from Columbia Law School and an AB in Economics from Princeton University.

 

Matthew Lane

Matthew Lane, Vice President | (212) 618-2983 | mlane@berkleypro.com

Matthew is Vice President of Berkley Transaction, having previously served as an Assistant Vice President in the transaction liability group of a global insurance carrier in both underwriting and claims roles. Matthew has more than a decade of legal experience in private practice; most recently as a litigator focused on complex commercial disputes, securities, structured finance and derivatives at Quinn Emanuel Urquhart & Sullivan, LLP in New York City. Matthew holds a J.D. from Brooklyn Law School and a B.S. in Industrial Engineering and Economics from Northwestern University.

 

Peter Griesch

Peter H. Griesch, Vice President | (212) 618-2985 | pgriesch@berkleypro.com

Pete is Vice President of Tax Underwriting at Berkley Transactional, having previously served as director of tax at EcoVest Capital, Inc., senior tax counsel at AIG, Inc., senior tax associate at Winston & Strawn, LLP, with clerkships for judges on the U.S. Tax Court and U.S. Court of Federal Claims. Prior to entering tax, he served as a judge advocate in the U.S. Marine Corps, and is currently a lieutenant colonel in the Marine Reserves. Pete holds an LL.M. in Taxation from Georgetown University, a J.D. from Hofstra Law School, and a B.A. in History from SUNY Albany.

 

Agnieszka Jannace

Agnieszka Jannace, Assistant Vice President | (212) 618-2941 | ajannace@berkleypro.com

Agnieszka (Angie) is an Assistant Vice President at Berkley Transactional, having previously worked at AIG and Deloitte. As a Senior Claims Analyst at AIG, she handled claims and coverage actions. As a Senior Consultant at Deloitte, she worked in international tax, specifically, restructuring, M&A, and compliance. Angie holds a LL.M. from McGeorge School of Law, a J.D. from New York Law School and a B.A. from The George Washington University.

 

Shannon Kelly

Shannon Kelly, Assistant Underwriter | (973) 775-7478 | sgkelly@berkleypro.com

Shannon is Assistant Underwriter of Berkley Transactional with previous paralegal roles in the Offices of General Counsel at New York Life Insurance Company and New York Life Investment Management LLC. Shannon received a Bachelor of Arts Degree from Montclair State College and a paralegal studies certificate from Fairleigh Dickinson University.

 

Eric Patel

Eric Patel, Underwriting Analyst      | (212) 618-2982 | epatel@berkleypro.com

Eric is a Transactional Risk Underwriting Analyst at Berkley Transactional, having previously practiced commercial litigation in Texas. His law practice centered around representing financial institutions and technology companies in litigation matters including breach of contract, replevin and post judgment enforcement. Eric holds a J.D. from South Texas College of Law Houston and a BS in Finance from the University of Houston.

Michelle Klein

Michelle Klein, Senior Vice President, Chief Claims Officer | (212) 698-2920 | mklein@berkleypro.com

Michelle Klein is Senior Vice President, Chief Claims Officer and manages Berkley Professional Liability’s Claims Department internationally. She has held previous Specialty Claims Management roles at Torus US and Zurich N.A. Michelle received a Bachelor of Arts degree from Clark University and a Juris Doctor from Vermont Law School.