PROFESSIONAL DEVELOPMENT

EDUCATION AND PROFESSIONAL DEVELOPMENT

Nova Southeastern University
Doctorate in Business Administration, Accounting

Seton Hall University
Master of Science, Taxation

Northeastern University
Bachelor of Science, Business Administration

College for Financial Planning
CERTIFIED FINANCIAL PLANNER™

AFFILIATION

Past United States Delegate to the International Standards Organization
Academy of Financial Services
Academy of Finance
Financial Planning Association
Sigma Beta Delta International Honor Society

ACADEMIC POSITIONS

Florida Gulf Coast University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Director, 2001 to Present

Barry University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program
Director, 2003 to 2007

Florida State University
Certificate in Financial Planning Program
Regional Program Director, 2000 to 2001

Nova Southeastern University
School of Business and Entrepreneurship
Institute of Financial Studies, CFP® Curriculum
Director, 1996 to 2000
Adjunct Professor, 1991 to 1996

Rollins College
Certified Financial Planner Program
Adjunct Faculty, Academic Coordinator, 1995 to 1996

College for Financial Planning (Florida Atlantic University)
Certified Financial Planner Program
Adjunct Faculty, 1991 to 1996

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