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Expertise
Over 30 years expertise as an internal auditor, risk, & compliance officer for several of New York City's top investment banks, and more recent work as a financial advisor. His lead as your Financial $entinel is an extension of that corporate career. Now providing the same services to smaller businesses, institutions and individuals.
BA in Business/Finance
Licenses & Associations:
> Securities Principle license (stock broker, series 7)
> Investment Advisor Representative (Series 66 - Securities Law License)
> Life & Health Insurance Producer
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Past Member of the Association of Certified Fraud Examiners (ACFE),
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National Association of Black Accountants (NABA), and
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National Association of Certified Credit Counselors (NACCC).
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