Online
Busy
Away
|
|
|
|
|
|
|
|
Degrees
|
|
M.S. in Investment Management from Pace University Lubin School of Business, B.S Accounting from Brooklyn College
|
|
|
My Expert Service
|
|
Looking for an unbiased second opinion before you move forward on an investment idea? Need advice on a difficult financial decision? Having some doubts on the advice and independence of your broker and want a fresh ear? Whatever the issue, whatever the problem…if it involves money and finance, I can help you evaluate the alternatives and guide you towards the right path. I'll educate YOU so you can make smart and logical choices and so you will rely less on those who may have their own personal interests at stake. If you are truly a novice in personal finance, fear not, as I can simplify any financial issue and break it down to the basic pros & cons and risks versus rewards.
|
|
|
Experience & Qualifications
|
|
I was Chief Financial Officer of a Private Banking Broker/Dealer for 14 years that catered to high net worth clients. Prior to that role, I was an Associate Director of Bear Stearns where I spent 6 years of a 12 year career in the trading room that dealt with all types of investments and markets
|
|
|
Available Modes Of Communication
|
|
email/chat
|
|
|
Most Recent Client Reviews (Read all 10 reviews) |
|
 by User_6i63ng on Nov 20 2009
|
|
|
|
|
by User_6i63ng on Nov 20 2009
|
|
|
|
|
by ecmani2 on Nov 2 2009
|
|
helped me to confirm that my ideas of what to do next in terms of paying off my debt, were indeed correct and eased my fears moving forward
|
|
 by mahmoud baram on Oct 9 2009
|
|
Awsome service, takes his time to teach you and explaines in details. !!
|
|
|
by User_civsij on Sep 4 2009
|
|
|
|
|
(Read all 10 reviews)
|
|
|
Contact
CFO Advisor
|
|
|
|
|
|
|
|
Home » Business & Finance » Investment
» CFO Advisor
|
|
|