Resumes
Resumes
Solutions To Retirement Plan Problems You Didn't Know You Had.
View pagePosition:
Principal at Creative Plan Designs, Ltd.
Location:
East Meadow, New York
Industry:
Financial Services
Work:
Creative Plan Designs, Ltd. since Jun 1979
Principal
Hope for Youth - Amityville, NY Sep 1992 - Jun 2011
VP - Board of Directors
Mutual of New York Apr 1983 - Apr 1984
Actuary
Principal
Hope for Youth - Amityville, NY Sep 1992 - Jun 2011
VP - Board of Directors
Mutual of New York Apr 1983 - Apr 1984
Actuary
Education:
Hartwick College
Bachelor of Arts (B.A.), Math / Physics Massachusetts Institute of Technology
M.A., Theoretical Math New York University
Ph.D., Biophysics The College of William and Mary
MLT, Taxation
Bachelor of Arts (B.A.), Math / Physics Massachusetts Institute of Technology
M.A., Theoretical Math New York University
Ph.D., Biophysics The College of William and Mary
MLT, Taxation
Skills:
Tax
Consulting
401k
Retirement Planning
Retirement
Pensions
Estate Planning
Actuarial Science
Profit Sharing
Small Business
Business Planning
Defined Contribution
Investment Advisory
Retirement Plan Consulting
Asset Allocation
ERISA
Defined Benefit
Investments
Employee Benefits
Strategic Financial Planning
Financial Planners
Consulting
401k
Retirement Planning
Retirement
Pensions
Estate Planning
Actuarial Science
Profit Sharing
Small Business
Business Planning
Defined Contribution
Investment Advisory
Retirement Plan Consulting
Asset Allocation
ERISA
Defined Benefit
Investments
Employee Benefits
Strategic Financial Planning
Financial Planners
Interests:
Reading, studying the tax code, flying and golf.
Awards:
Alfred P. Sloan Award for Excellence in the Workplace
Families and Work Institute
Families and Work Institute