
Online
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Away
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Degrees
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M.S. in Investment Management from Pace University Lubin School of Business, B.S Accounting from Brooklyn College
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My Expert Service
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Have questions on the securities industry and how it works. I've spent my entire 28 career on Wall Street. I've had roles from accounting to the front office, from a large global firm to a small foreign subsidiary start up. I will be able to answer any question on this rapidly changing industry, whether its related to understanding the industry or evaluating a firm to trust your money with.
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Experience & Qualifications
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Chief Financial Officer of a Private Banking Broker/Dealer for 14 years that catered to high net worth clients. Prior to that role, 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 derivitives, investments and markets.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews (Read all 10 reviews) |
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by User_6i63ng on Nov 20 2009
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by User_6i63ng on Nov 20 2009
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by ecmani2 on Nov 2 2009
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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
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by mahmoud baram on Oct 9 2009
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Awsome service, takes his time to teach you and explaines in details. !!
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by User_civsij on Sep 4 2009
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(Read all 10 reviews)
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Contact
CFO Advisor
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Home » Business & Finance » Investment » Stock Brokers
» CFO Advisor
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