Professional Experience

RSI Start Date November, 2001

Before RSI
Managing Director - Investments, CPI Capital

Education
B.S. in Finance & Labor Relations, LaSalle University (1971)

Accomplishments/Awards/Designations/Distinctions
Chartered Retirement Plan Specialist (CRPS)
Certified Fund Specialist (CFS)
Accredited Investment Fiduciary Auditor (AIFA)
Registered Principal – NASD
Financial Operations Principal – NASD
Municipal Bond Principal - NASD
Registered Investment Advisor Representative – SEC
Pension Fund Money Management (post graduate course), Cornell
University - Johnson School of Management (1987)

RSI Career Summary
Began the RSI Investment Services division in 2001 and currently leads it today (5 additional associates).

Resides Westampton, NJ

Favorite Pastime Outside of Work Golf & hiking