I leverage extensive knowledge of the potential risks and problems your organization faces, which I gained during 19 years of public accounting experience. Primarily serving financial services and middle market firms, I help you grow by overcoming the challenges of being an innovative startup, a rapidly growing business, or a well-established corporation already leading the way.
I also provide top-tier finance, business, accounting, and operational guidance on investment vehicles, like venture capital funds, private equity firms, and family investment offices. My outsourced CFO services allow you to focus on seamlessly growing your organization.
When I am not serving you, I enjoy leading MGO’s personnel development and professional training for the financial accounting and advisory services group. This allows me to develop our next generation of leaders, so they are ready to provide you with the service you expect from MGO.
Adelphi University, New York, B.S., Accounting – Summa Cum Laude
Adelphi University, New York, B.S., Finance – Summa Cum Laude
Credentialed Personal Financial Specialist AICPA
Chartered Financial Analyst, CFA Institute
Certified Public Accountant, New York