Position:
President at Apex Accounting, Tax & Insurance Company, CPA/Producer at Insurance Innovators Inc., Discussion Leader at Continuing Professional Education, Inc., Investment Advisor Representative & CPA at Parenti Consulting & Wealth Management
Location:
Greater Philadelphia Area
Work:
Apex Accounting, Tax & Insurance Company
- 2500 S. 12th Street, Phila., PA 19148 since Feb 2011
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President
Insurance Innovators Inc.
since 2007
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CPA/Producer
Continuing Professional Education, Inc.
since 2002
-
Discussion Leader
Parenti Consulting & Wealth Management
- 2500 S. 12th Street, Phila., PA since Feb 1994
-
Investment Advisor Representative & CPA
PEIRCE-PHELPS, INC
Jan 1990 - Jan 1994
-
Tax Manager
LAVENTHOL & HORWATH, CERTIFIED PUBLIC ACCOUNTANTS
- Greater Philadelphia Area Jan 1987 - Jan 1990
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Senior Tax Consultant
KPMG MAIN HURDMAN, CERTIFIED PUBLIC ACCOUNTANTS
Jan 1984 - Jan 1987
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Supervising Senior Accountant
Education:
Temple University 1986 - 1989
Master of Science, Taxation
Villanova University 1980 - 1983
Bachelor of Science, Accounting
Skills:
Accounting, Strategic Financial Planning, Financial Analysis, Financial Reporting, Tax, Due Diligence, Forecasting, Corporate Finance, Valuation, Strategic Planning, Budgets, Risk Management, Insurance
Interests:
Sports, sports and more sports. Actually, a little R&R is the key.