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A few details about who I am first. I was raised in Stamford and New Canaan Connecticut, I graduated from the University of Rochester in 1983 with a bachelor's degree in Statistics & Computer Science. In 1984 I earned an MBA from the University of Rochester's Simon School of Business, with concentrations in Finance and Accounting.
I've been a CPA since 1986 I am licensed in both Connecticut and New York. I am a member of both the Connecticut and New York State Society of CPA's as well as the American Institute of CPA's. I am also a licensed insurance producer, a registered representative and a registered investment advisor.