How I can help you

I specialize in business planning and financial planning for both for-profit and non-profit organizations.

I am a retired financial advisor, having worked for both Merrill Lynch and UBS.  Previously,I was an attorney with an international law firm specializing in mergers and  acquisitions. I was also Associate Dean for Administration at the University of Houston Law Center, where I worked with not-for-profit organizations.

1974-1987 Vice President of Oshman's Sporting Goods, a national retail organization.  Managed geographically disbursed internal audit department.

1987-1991 Attorney with Weil, Gotshal  & Manges, an international law firm. I specialized in mergers and acquisitions.

1991-2002 Associate Dean of University of Houston Law Center.  Managed administration of law school,including management of the law school's endowment.

2002-2015-Financial Advisor with Merrill Lynch and UBS.  Obtained clients (marketing), developed financial plans, and managed security portfolios for clients.

 

 

 

Areas of Expertise
  • Business Finance & Accounting
  • Non-Profit
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance

Education

BA, 1965 University of Texas.

MBA, 1966, University of Texas

JD, 1987- University of Houston

 

 

 


  Specialist in financial and business planning.

Communication Methods

  • In Person
  • Phone