President AJG Consulting
Syracuse University
30 years Financial Services Management
Fincastle Consulting LLC
Purdue University
35 years Wealth Management Sales, Management, Operations and System integrations
Investment Analysis, Mergers & Acquisitions, and Strategic Planning
NYU Stern School of Business
38 years in Financial Management & Analysis
Former Director of Recruiting and Advisor Development Euro Pacific Capital
St. John’s University
35 years in Financial Services Management and Sales
CEO CLM Ventura, LLC Wall Street Recruiters
University of Florida
32 years Financial Services Executive
CEO and Founder of I-Impact Group
NYU Marketing & Public Relations
25 years Financial Service Marketing and Consulting
Private Law Practice: Employee Benefits and Securities Consultant
Marshall College of Law
37 years Financial Services ERISA Law and Securities Consultant
12 years Web Development
NYU