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Specialization:
• Investment Strategies
• Estate and Income Tax
• Business Structuring
Business Experience:
• Chairman and Chief Investment Officer, Summit
Financial Resources, Inc.
• Chairman and President, Summit Equities, Inc.
• President, T.R. Winston and Company
• Coopers & Lybrand
Education:
• New York University Graduate School of Business, MBA Finance
• New York University Graduate School of Business, APC Tax Program
• Fairleigh Dickinson University, BS Accounting
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