Ron has over 20 years of accounting and financial management experience, specializing in integrating profit improvement and “state of the art” tax planning to maximize wealth creation for his clients. Among his accomplishments, Ron created a Quality Improvement Process at Swiss Bank Corporation; took a national company public through a successful IPO; performed due diligence audits for mergers and acquisition candidates; and consulted for companies ranging from internet start-ups through large financial institutions such as Goldman Sachs.
Ron received his Accounting Degree from Wagner College and was awarded an MBA in Finance from Pace University. He continued his professional education by completing the prestigious Management Training Program at the Wharton School of Business. Ron is a licensed CPA in Florida and New York and is an active member of the American Institute Of Certified Public Accountants. He holds a Series 6, 62, 63, and 65 Securities Registration and is a Registered Representative of Cetera Financial Specialists LLC.