Attorney
Private Law practice with concentration on 1.Business and consumer financial issues including bankruptcy and work-outs 2. The areas of Elder Law 3. Financial, Estate, and Succession Planning. Also estate settlement. 4.
Registered Representantive&Investment Advisor Representative of Park Avenue Securities Ser 7 & 66
Returning to Financial Services as an Investment Advisor & Registered Representative (Licensed), I work with my clients in the areas of 1. Financial Advisory Services, 2. Financial Planning, 3. Wealth Management, 4. Investment Strategies (including Insurance as an asset), 5,Estate Planning, 6. Financial Stability Planning, 7. Banking, and 8.
Vice President - Trust and Classified Loans
PRIOR EMPLOYER T.N.B FINANCIAL (1973-1980) BECAME BANK OF NEW ENGLAND Managed as Director of Trust Department with $800 million (equiv) in assets under management. Retained 80% of business despite the Bank's parent holding company's insolvency.
CEO and President
Successfully established de novo Federal Savings Bank, with Mortgage Banking Department selling to the secondary market. I was recommended for the position by Maryland Deposit Insurance Fund and Maryland Attorney General's Office. (Resigned in December 1988 due to sudden death in immediate family and necessary relocation)
Managing Officer (CEO) - Universal S&L: EVP-Sharon S&L
Engaged to manage failed Savings & Loans for the Maryland Deposit Insurance Fund with FSLIC. Re-opened S&L after 2 year closure to depositors.
Senior Vice President
Responsible for all "staff" functions: Human Resources - managing several EEOC audits and union avoidance issues. Accomplished annual employee benefits cost reduction of $750,000 while providing better programs.
Director, Human Resources and Corporate Secretary
Responsibilities included Executive Recruiting, Benefits and Compensation, Union Avoidance, Compliance with Exec Order 11246 and EEOC audits, National Sales Support, In-House Counsel and Corporate Secretary. All audits were successfully concluded.
Certified Legal Specialties
Certified Specialist in Estate Planning, Trust, and Probate Law, State Bar of California Board of Legal Specialization, 2004
Published Works
Estate Planning Strategies: Collective Wisdom, Proven Techniques, Wealth Builders Press, LLC; 1st edition , 2008
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