2009 to 2000 Owner and PrincipalU.S. Department of Homeland Security New York, NY 2003 to 2008 Supervisory Criminal InvestigatorUnited States Customs Service Office of Investigations New York, NY 1988 to 2003 Senior Special Agent/Special AgentUS Customs Service, Office of Inspection & Control, JFK Airport
1983 to 1988 Customs InspectorUS Department of Defense, Defense Investigative Service New York, NY 1981 to 1983US Office of Personnel Management New York, NY 1979 to 1981 Investigator
Education:
John Jay College of Criminal Justice New York New York, NY 1978 Bachelor of Science
Apr 2002 to 2000 CERTIFIED FINANCIAL PLANNERSunTrust Investments Hollywood, FL Jul 1994 to Apr 2002 Vice President / CERTIFIED FINANCIAL PLANNER(TM) Practitioner / Licensed Insurance AgentThird Party Marketing Companies Miami, FL Jul 1991 to Jul 1994 Registered Representative / Life Insurance AgentSelf Employed Consultant Hollywood, FL Jun 1988 to Jul 1991 Registered Representative / Licensed Insurance AgentBank of America San Francisco, CA Apr 1985 to Jun 1988 Bank AuditorWells Fargo Bank New York, NY Jun 1976 to Apr 1985 International Bank Operations Manager / Operations Officer
Education:
Nova Southeastern University Fort Lauderdale, FL 1992 M.B.A. in International Business AdministrationSaint Mary's College of California Moraga, CA 1985 Bachelor of Arts in Business ManagementDade College Miami, FL 1980 Associate of Arts in Business Administration / Banking & Finance
Skills:
Strong sales and people skills. Proven abilty and desire to help others. Knowledge and experience in financial planning methods.