Consulting

Kaplan Inc., New York NY, 2002-

Johnson Controls Interior Systems World Wide, Holland MI, 1998

Speaking Engagements

Time Utility of Wealth. Kent State University, Kent OH, January 2006

Market Uncertainty. Steris Corporation, Erie PA, April 2001

New Software Program Developed

Developed trading floor hard and software. Black School of Business, Penn State Erie, Erie PA, 2006.

Membership in Professional and Learned Societies

Academy of Financial Services, 2004-
Chartered Financial Analyst (CFA) Institute, 2003-
Southern Finance Association, 2002-
Financial Management Association, 1996-
Midwest Finance Association, 1996-