Position:
Managing Partner at RMT Wealth Management
Location:
Greater New York City Area
Work:
RMT Wealth Management
- Saddle Brook, NJ since Jan 2010
-
Managing Partner
Money Concepts
Apr 1995 - Feb 2010
-
Regional Director
Rothstein Kass
Oct 2000 - Feb 2002
-
Manager
AIG Global Investment Group
1991 - 2000
-
Controller
Education:
Pace University - Lubin School of Business 1988 - 1992
MBA, Financial Management
University of Maryland College Park 1984 - 1986
BS, Finance
Fairleigh Dickinson University
Interests:
Sports, Parrothead Events, Coaching and Fitness Activities
Awards:
Eagles and Millionaires Club
Achievement Award 2004-2006
Millionaires Club
Achievement Award 2001-2003, 2007
Century Club
Achievement Award, 2008
Five Star Wealth Manager
New Jersey Magazine
Certifications:
Certified Public Accountant, AICPA
Certified Financial Planner, CFP Board of Directors