Education

BA, Economics, Franklin & Marshall College

Overview

35 years in RE and public accounting.  Former SALT Tax practitioner, now focused on developing and servicing/sustaining client account relstionships.  My industry focus is primarily Financial Services (Private Equity, Banks, Foreign Banks, Broker-Dealers) as well as the NFP, and M&D markets.  By virtue of my time in service, my experience includes most disciplines addressed by at top 10 accounting and consulting firm.  How can I help?

Upcoming speaking engagements

View More

Resources and event materials

View More