He has 50 years of financial leadership experience in a broad range of industries, including being a licensed Certified Public Accountant. His background stretches across accounting, tax, manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more.
He has held his series seven and 6366 licenses. And one of the most interesting things that I found is he's one of only 86 people in the last 16 years to pass the US Tax Court, non-attorney practitioners examination, which enables him to represent clients in the US Tax Court without being an attorney.
In our conversation, we discussed:
