Bio
Credentials
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CPA
AICPA
Experience
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Uphold Inc.
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New York, New York, United States
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Business Head - Equities
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Mar 2021 - Present
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New York, New York, United States
Navigated successful FINRA CMA process to sell JNK Securities to fintech, Uphold Inc. Charged with building and running an Equities offering to Uphold's retail customers. Founded in 2013, Uphold is a digital wallet and trading platform that makes cryptocurrencies and other assets affordable and accessible for everyone.
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JNK Securities
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Greater New York City Area
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President COO/CFO/CCO
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Mar 2012 - Present
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Greater New York City Area
JNK has become one of the pre-eminent providers of specialized industry research to institutional investors. In addition to a stable of exclusive research partners, JNK is a leader in value-added corporate access events and a distributor of big data to the funds that have launched quantitative efforts to seek an edge in their investment process. For more information see www.jnksecurities.com
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Manager
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May 2010 - Mar 2012
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President/COO/CFO
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2002 - May 2010
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COO/CFO
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1997 - 2002
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Executive Director
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1994 - 1997
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Managing Director
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1989 - 1997
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Manager
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1983 - 1987
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Education
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1983 - 1985NYU Stern School of Business
MS, Accounting -
1979 - 1983Gettysburg College
BA, Economics -
Westminster High School
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