Expert Qualifications

This expert has more than 20 years of experience as a retail executive (Senior VP, Executive VP, Merchandise VP, and President) with Macy's, Bloomingdales, the U.S. division of a major dutch retailer Steinbach, and more. He has also spent 18 years as a financial advisor, equity analyst, and investment banker. He earned a BS in Retail Management/Marketing from Drexel University and has authored multiple publications in the retail finance space.

Bio Snapshot

  • Location: New Jersey; New York
  • BS, Retail Management/Marketing, Drexel University
  • Licensed: Series 7, 24, 63
  • Member, Merchandise Analyst Group of New York
  • Member, Turnaround Management Association
  • Member, American Bankruptcy Institute
  • 3 Publications in the Retail Finance Space
  • Former, Merchandise Vice President, Bamberger's (Division of R.H. Macy & Co)
  • Former, Senior Vice President and GM of New York Flagship, Bloomingdale's
  • Former, Executive Vice President, Steinbach Division American Retail Group
  • Former, President/CEO, Boston Short Socks
  • Former, Partner and Director, Johnson Redbook Retail Industry Research Firm
  • Former, Senior Retail Equity Analyst, Warburg Dillon Read
  • Former, Managing Director - Global Head Retail and Consumer Products Investment Banking, Ernst & Young Corporate Finance
  • Former, Partner - Head of Retail and Consumer Products Group, Carl Marks Advisory Group
  • Current, Principal/Co-President, retail and consumer products financial services firm

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Certified Financial Planner Expert

E-689919
State: GA
    Specialties:

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