Oval Tax Services 2010 - 2016
Principal
1St Mariner Bank Jun 2004 - Jun 2008
Associate Advisor
Trans-Medix 1980 - 2005
General Manager
Economic Growth Group 1980 - 2005
Director, Economic Growth Group, Inc
New York Life Insurance Company 1973 - 1975
Associate
Education:
Hunter College 1972 - 1978
Skills:
Small Business Business Tax Analytics Strategic Financial Planning Asset Protection Retirement Planning 401K Employee Benefits Income Protection Iras Roth Ira Tax Planning Disability Insurance Long Term Care Wealth Management Estate Planning Wealth Management Services 401K Rollovers Defined Benefit