
Investment Advisor Representative
- Friedenthal Financial 2018 – present
- CFO – Kuzari Group, LLC 2017 – present
- Partner – EZTracker 401k 2018 – present
- CFO – RDG Global, LLC 2014 – 2017
- Director of M&A – MMG Advisors, Inc. 2004 – 2014
- Manager – BDO Seidman, LLP 2001 – 2004
- Director of Corporate Finance – CIBC 1996 – 2000
- Analyst – Chase Manhattan Bank 1994 – 1996
- Holds an MBA from NYU
- Chartered Financial Analyst (CFA) and Certified Insolvency Restructuring Advisor (CIRA)