Experience

Ancora Holdings Group

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Jan 2016 - Present

  Cleveland/Akron, Ohio Area Advise entrepreneurs, business owners, executives, professionals and their families to help them accomplish their individual and family goals and objectives.

• Senior Vice President

  • Jan 2010 - Present

  Cleveland/Akron, Ohio Area Advise entrepreneurs, business owners, executives, professionals and their families to help them accomplish their individual and family goals and objectives.



Inverness Holdings LLC

• United States
• Financial Services

• Senior Vice President - Wealth Advisory Services

  • Jan 2010 - Jan 2016

  Cleveland/Akron, Ohio Area Advise entrepreneurs, business owners, executives, professionals and their families to help them accomplish their individual and family goals and objectives.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Vice President - Investments

  • May 2004 - Dec 2009

  Cleveland/Akron, Ohio Area Comprehensive wealth management services to successful entrepreneurs and executives that continue to seek success.



Sagemark Consulting, Private Wealth Services

• Financial Planner

  • Sep 2001 - May 2004

  Cleveland/Akron, Ohio Area



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager

  • 1994 - 2001

  Cleveland/Akron, Ohio Area



Cablevision

• United States
• Telecommunications
• 700 & Above Employee

• New Business Development

  • Jun 1993 - Jul 1994

  Greater New York City Area



TM Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Associate

  • Jun 1988 - Dec 1992

  Greater New York City Area Focused on middle market investment banking and corporate finance transactions. Advised business owners on all aspects of the transaction from structuring, financing, negotiating and closing the transaction.