Occupation: 1) Chief Financial Officer; 2) Day Trader
Company: 1) Rent-A-CFO; 2) Bank of America Corporation
Born: Philadelphia, Pennsylvania
Education:
MBA in Finance, Operations Management, The Wharton School, The University of Pennsylvania (1976)
Bachelor’s in Economics and Music, Tufts University
Diploma, Fair Lawn High School
Certifications:
Real Estate Broker License; Series 7 License; Notary Public License
Career:
Chief Financial Officer, Self-employed (1994-Present)
Owner, Rent-A-CFO (1998-2022)
Day Trader, Bank of America Corporation
Auditor, Foreign Exchange
With, Crocker Bank (Now Wells Fargo), San Francisco, CA
Auditor, London, England, UK
With, Citibank
Civic:
Past Board Member, Past Treasurer, Oakland Business District; Past Board Member, Various Nonprofits; Past Board Member, Homeowners Association, Oakland, CA; Supporter, West Contra Costa Youth Services Bureau, CA
Awards:
Recipient, Recognition Plaque (2016)
Family:
Widowed
One Sister
Two Nephews
Hobbies:
Walking; Music; Piano; Sailing; Holistic health