Results driven Executive with over 27 years of experience in the investment company industry. Served in a variety of capacities, including President/Chief Executive Officer and Treasurer, Chief Financial Officer for a family of mutual funds. Extensive experience in managing a department responsible for financial, tax and regulatory reporting. Demonstrated leadership in developing and implementing strategic plans focusing on people, process and technology to drive growth, optimize operational efficiency and improve profitability.
Fordham University-Graduate School of Business (New York, NY) MBA: Accounting (1992)
The George Washington University (Washington, DC) BBA: Finance (1986)
Harvard Business School - Executive Training Program (two time attendee)
FINRA - Series 3
The George Washington University Financial Services Alliance - Board of Directors: since 2011
Executive Committee: since 2012.
Dedicated group of alumni with the objectives of mentoring and providing educational opportunities to current students, fund raising, networking, and promoting awareness of university initiatives.
The Jewish Community Center of Central New Jersey - Board of Directors: since 2010
Executive Committee: since 2011; Treasurer: 2013; Assistant Treasurer/Assistant Secretary: 2011-2013;
Co-Chair of Budget and Finance Committee: 2012-2013;
Member of Governance, Personnel, Audit and Executive Search committees.
Non-for-profit social service agency committed to providing social, recreational, educational and cultural programs and humanitarian services to individuals and families through all phases of life.
Investment Company Institute
Member of the Accounting/Treasurers, Tax and Closed-End Fund committees
Member of Client Advisory Board
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