How I can help you
After spending 30+ years as a broker, equity trader and investment manager at Salomon Brothers, Brown Brothers Harriman, Bankers Trust and Fenimore Asset Management my wife and I decided in 2015 to relocate from always overcast NY to sunny GA and we haven't looked back. In addition I was also a Lecturer and Academic Advisor at the State University of NY College at Cobleskill for 6 years where I gained valuable experience to enable me to become a full time Professor of Business at Georgia Military College here in Augusta.
I will be transtioning back to financial services soon when I open a branch office in Evans for an Athens based financial planning firm - more details to follow...
Areas of Expertise
- Business Plans / Startup Assistance
- Customer Relations
- Human Resources
- Strategy & Planning
- Educational Services
- Finance & Insurance
- Real Estate & Rental & Leasing