PROFESSIONAL ACCOMPLISHMENTS
AWARDS
- Five Star Professional Award Winner: 2021
Awarded CVA (Certified Valuation Analyst) by National Association of Certified Valuators & Analysts
Awarded ABV (Accredited in Business Valuation) and Designated as CFF (Certified in Financial Forensics) by the American Institute of CPAs
Appointed by the Supreme Court of NJ and its Office of Attorney Ethics to serve on its Ethics Committee
Appointed by the US District Court for NJ to its Merit Selection Panel for re-appointment of US Magistrates
American Institute of CPAs - Forensic & Valuation Services Section (Member)
NJSCPA- Valuation, Matrimonial & Forensic Accounting Interest Groups (Member/Past Leader/Chairman)
Estate and Financial Planning Council of Southern NJ (member / Past President)
Exit Planning Exchange – Philadelphia (Member/Treasurer-Director)
Licensed Health/Accident/Life Insurance in NJ, PA, De, NY, FL
Chamber of Commerce of Southern NJ (Member / Past Director & Member of Executive Committee) and
Burlington County Chamber of Commerce - Member
National Federation of Independent Business – Member / Selected as Spokesperson
Selected 14 times by U.S. SEC for its Govt/Business Forum on Small Business Capital Formation
Cherry Hill National Bank (now Wells Fargo Bank)-Past Director / Loan & Audit Committee (Chairman)
Deborah Heart & Lung Center / Deborah Hospital Foundation – Board member
Frequent lecturer on numerous business, financial, tax and forensic accounting topics