Position:
CEO, Investment Counselor at Major League Investments, Inc.
Work:
Major League Investments, Inc.
- Salem, MA 01970 since Dec 1996
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CEO, Investment Counselor
Army National Guard
- Camp Curtis Guild Feb 2011 - Mar 2012
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Deputy Commander, 26th Maneuver Enhancement Brigade (Rear) and Task Force Patriot
Army National Guard
- Joint Force Headquarters, Massachusetts Aug 2008 - Aug 2010
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Executive Officer, Command Group, Mass. National Guard
Army National Guard
- Iraq and Massachusetts Jun 2005 - Jul 2008
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Commander, 1st Battalion 181st Infantry and 181 Infantry RAOC
Ernst & Young
1991 - 1995
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Tax Manager-CPA
Arthur Andersen & Co., CPAs
1987 - 1992
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Accountant
Babson College
1984 - 1987
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Alumnus
Education:
Capella University 2003 - 2009
Ph.D (cand)., Leadership
Army Command and General Staff Course 2000 - 2003
Graduate, Top 10%, Military
Marine Corps Command and General Staff College 2000 - 2003
Graduate, Military
Bentley University 1994 - 1999
MS, Taxation
Babson College 1984 - 1987
BS, Accounting and Economics
Skills:
Athletes, Debt Restructuring, Financial Planning, Wealth Management, Investment Advisory, Tax Preparation, Income Tax, Corporate Tax, Asset Allocation, Insurance Planning, Investment Products, Strategic Financial Planning, Financial Planners, Investments, Wealth
Interests:
Investments, reading, chess
Certifications:
Certified Financial Planner, Board of Certified Financial Planners
Certified Public Accountant, Comonwealth of Masschusetts
Chartered Life Underwriter (CLU), The American College
Personal Financial Specialist (PFS), American Institute of Certified Public Accountants
Registered Financial Consultant (RFC), IARFC
Accredited Residential Manager (ARM), Institute of Real Estate Management