About Me
Without trying to toot my own horn, here you will find a summary of my general background, certifications and experience over fifty years of working life. Today I am retired but still get interested in various business ventures along with leisure pursuits such as world travel.
BA (Accounting & Finance), Kellogg School of Management, Northwestern University.
BS, (General Studies), Regents' College, State University of New York
MA (Candidate, Economics), Roosevelt University, Chicago, IL
Graduate study in Economics at San Francisco State University and Portland State U.
CPA certificate, University of Illinois
Certificate in Finance, University of Southern California
Certified Financial Planner (CFPTM), Institute for Financial Planning
Real Estate Broker, California & Arizona
Registered Investment Adviser (SEC)
Stock Exchange Registered Principal & Financial Principal for a national investment firm.
NASD Series 3* National Commodities Futures Exam
NASD Series 7* General Securities Representative Exam
Candidate for public office (State Assembly) in California
Chief Financial Officer, Vice President, Treasurer and Controller
Cash manager for a publicly owned electric utility company
Real Estate Industry Committee member for Chicago and Los Angeles CPA Societies.
Securities Industry Committee member for Chicago CPA Society.
Officer of a recreational land development subsidiary of national hotel company,
Officer of a residential residential real estate syndication company, Marina del Rey, CA
Officer of an asset management company involved with industrial, commercial and residential property development plus securities portfolio management.
Tax Consultant for Denver, Colorado CPA firm & Time-Warner Cable Company

Internet Marketing, World Travel