Board Treasurer

2000
Pathways to Wealth, Roslyn Heights, NY; Founder, President, and Certified Financial Planner®; firm focuses on financial education and empowerment through seminars, group mentoring programs and individual financial planning services;  areas of specialization include retirement planning, personal financial planning and investment portfolio analysis; responsible for and personally handle all aspects of the business.

4/89 – 1/98
American Express Financial Advisors, Mineola, NY; Personal Financial Planner; fee based planning in areas of investment, risk management, retirement, estate and tax planning; oversaw the management of clients’ investment portfolios; conducted financial planning seminars and continuing education classes; contributor to local publications and periodicals on financial planning issues.

3/85 – 9/88
Market Guide, Inc., Glen Head, NY; Director of OTC Services; responsible for Print Products Division for publisher of investment research on Over–The–Counter stocks; sold research to professional and individual investors; supervised company advertising and public relations program; as part of company management; participated in the development of the company’s business plan and personnel administration and training.

4/82-3/85
Bonnie Blink Oil and Gas Production Co., Old Westbury, NY; Assistant Investment Manager; reported directly to the President; responsible for the evaluation of securities for company’s investment portfolio.

4/80 – 6/81
Rinfret Associates, NY, NY; Senior Economic Research Associate; responsible for analyses and forecasts of overall U.S. economy as well as specific industries for the firm’s corporate clientele.

Other