Punta Gorda, FL
Counselors to America's Small Business
Over 20 years was a practicing attorney in the private sector. Areas of focus include federal tax law, business law including business formations, SBA and traditional financing and alternative funding sources, franchising , business opportunities and distributorship law, internet law, corporate mergers and acquisitions, LLC and S corporation and c corporation formation and tax planning.estate planning for buisness owners.
I also owned and operated a start up business that we grew to become the largest and highest rated business of its type in the S.E. U.S.
I was also a Financial advisor for UBS Financial Services
<p> BS finance from Florida State University</p> <p> JD from Sheppard Broad School of Law at Nova SE University</p> <p> Masters of Laws in taxation Emory University School of Law</p>
Sb1 Federal Credit Union - Treasurer, Director and Member of Executive Committee (1990 - present)
Arts & Business Counsel of Greater Philadelphia - Business Consultant (2012- present)
Clarifi - Financial Coach (2014 to present)
GlaxoSmithKline - Various roles in finance with a focus in Treasury and Cash Mgt (1987-2012)
MBA - Drexel University</p>
BS - University of Pittsburgh<br />
<p> Ross School of Business - University of Michigan</p> <p> Masters of Business Administration, 2010</p> <p> </p> <p> Emory University</p> <p> Bachelor of Arts, 2003</p> <p> Major: Economics & International Studies, Minor: Spanish</p>
Florida State University - Bachelor of Science in Accounting (August 1994)</li>
Florida International University - Master of Science in Taxation (December 1998)</li>
Retired Vice President of Citibank. Author of few Patents. Former speaker at the International Quality and Productivity Center. Process and financial reengineering expert. Created and sold a variety of small businesses, Creator of the PDLC. Re-engineered and defined Human Resources business. Developed Knowledge distribution centers across the company. Major contracts negotiator. Developed the first asset backed security for banking assets. Created Franchise evaluation methodology. In the process of publishing "A New Way of Banking", A financial therapy expert. A change agent.
<p> BSEE, MSEE computer Science, NYU</p>