Expertise:
Specializing in Small and Medium-Sized Business and High Networth Individuals in Entertainment and Sports Industries
Major Product/SVS:
Business Management and Bookkeeping Services for High Net Worth Individuals, Financial, Trust and Estate Planning Services, Individual Tax Preparation for Residents and Non-Residents of the U.S., Fiduciary Services
Favorite Business Publication:
Wall Street Journal; The New York Times: Forbes; Financial Times
Hobbies/Sports:
Collecting Political Memorabilia
Education Degrees:
Pursuing Certificate of Financial Planning; Bachelor's Degree in Business Administration, Pace University
Affiliations Awards:
New York State Society of Certified Public Accountants; National Conference of CPA Practitioners; American Institute of Certified Public Accountants; Notary Public
Charity:
Trustee, Birks Works Foundation; Treasurer, B'nai B'rith Music; Max Kase Sports and Entertainment Unit
Number Of Years In Profession:
30
Number Of Years In Current Position:
17
What Does He/She Attribute Success To:
He attributes his success to his experience in the field, continuing education and strong networking base.
How Did They Get Involved In Profession:
He became involved in the profession because of his mother. She had a lot of influence on his career choice.