Adjunct Professor, Investments Adjunct Professor, Wealth Management Adjunct Professor, Personal Finance


  • Investments
  • Wealth Management
  • Personal Finance


  • Wealth management and advisory


  • Bachelor of Engineering (BE), Stevens Institute of Technology Executive
  • MBA, Air Training Command, U.S. Air Force, Lowry
  • AFB, Colorado Masters of Business Administration
  • MBA, Rennselear Polytechnic Institute (RPI)


Licenses, Registrations, and Designations: Certified Special Needs Advisor (CSNA), School of Advanced Financial Management, Jan 2011 Chartered Retirement Planning Counselor (CRPC), School of Advanced Financial Management, Feb 2006 International Wealth Management Advisor (IWMA), School of Advanced Financial Management, July 2002 Certified Financial Manager (CFM), School of Advanced Financial Management, October 1998 National Association of Security Dealers (NASD), New York, New York Series 66 – Uniform Combined State Law Examination, December 1997 Series 7“ General Securities NYSE/NASD Registered Representative, January 1998 Series 15 “ Foreign Currency Options Representative, March 1998 Series 3 – National Commodities Futures Representative, September 1998 State of New York and New Jersey Life, Health, and Accident Insurance Agent / Broker, January 1998.