Educational and Professional Background
01.
Certified Public Accountant
New York State
#057168
02.
Accredited in Business Valuation (ABV)
#3480
03.
Certified in Financial Forensics (CFF)
#3585
04.
New York Licensed Real Estate Agent
#40SH1145583
05.
Post Graduate – Courses in Computer Information Systems
Hofstra University, Hempstead
NY
06.
MBA in Finance
Hofstra University, Hempstead
NY
07.
B.S. in Accounting
NYIT, Old Westbury
NY
08.
AICPA National Business Valuation School
45 Hour Course
Career Experience
Accounting Solutions, CPA
Executive Vice-President
ExecutiveSupervisor Small Business Advisory Department Vice-President
Professional Associations
Member of the American Institute of Certified Public Accountants
Member of the New York State Society of Certified Public Accountants
Member of the Valuation and Litigation Support Committee
Member of the Real Estate Committee
Member of Long Island Board of Realtors
Valuation Experience
Twenty-five years of both private and public experience focused on assisting entrepreneurs in evaluating business decisions including:
Formalizing Business Plans for new entities and/or new divisions
Preparing Prospectus for securing equity investments or loan financing
Due diligence services on potential acquisitions
Projection and ROI analysis on potential acquisitions
Determining investment value on potential acquisitions
Assist in the acquisition or sale negotiations
Performing valuations of closely held business entities
Industry specialty in mortgage, construction, real estate, medical, retail and advertising industries