Resume

Summary 

Experienced award-winning writer/editor, publisher, publicist and educator with over 25 years experience in the financial field as an investment advisor for institutional and retail accounts.

 Licenses and Certifications

Investment Adviser Representative (Series 65 – FINRA)

Editing, Writing and Publishing Employment/Experience

2010 to Present Co-founder/Editor in Chief, Our Wonderful World Media & Entertainment, Inc.,

West Palm Beach, FL

¯  Manages editorial staff of writers, photographers and graphic artists for high-end website

¯  Maintains editorial calendar and edits all content for technical/grammatical accuracy

¯  Co-supervises advertising sales team

2009 to 2010 Director of Public Relations, Sprouts!, Inc., West Palm Beach, FL

¯  Wrote press releases/arranged print/radio/TV interviews for a leading manufacturer of recycled, handmade, seed paper promotional products

¯  Helped Sprouts achieve recognition as the 2009 Northern Palm Beach County Chamber of Commerce Small Business of the Year and 2010 U.S. Chamber of Commerce Top 25 Free Enterprise Small Businesses in the Nation. During this time, Sprouts also received Letters of Commendation from U.S. Sen. Mel Martinez (FL) and Florida State Representative Carl Domino for the company’s charitable efforts and support of environmental education.

2007 to 2009 Editor in Chief/Co-Publisher, PBG Lifestyle Magazine, Stuart, FL

¯  Developed/assigned stories and supervised all aspects of production

¯  Managed editorial staff of freelance writers, photographers and graphic artists

¯  Edited magazine for technical and grammatical accuracy

¯  Engaged in direct advertising sales with businesses and agencies

2005 to 2007 Managing Editor, Kettley Publishing (now Advisys), Newport Beach, CA

¯  Coordinated entire editorial process and managed a team of staff/freelance writers and graphic artists for a leading financial services e-publishing company in the highly competitive  Los Angeles/Orange County metropolitan area

¯  Supervised new product development/special projects (computer software and video production)

¯  Coordinated review process with the NASD for all securities-related Kettley material and worked closely with the compliance departments of several Fortune 100 financial services firms

2005 to 2007 Editor in Chief, The Local Buzz Magazine, Port St. Lucie, FL

¯  Developed story ideas and coordinated layout with graphic designer

¯  Managed editorial and freelance staff in addition to coordinating a five-person sales team

¯  Organized articles and features, edited magazine for technical and grammatical accuracy

¯  Feature Story writer, Entertainment critic and Political columnist

2005 to 2007 Executive Editor, Space Coast Chronicle, Melbourne, FL

¯  Developed story ideas and coordinated layout with graphic designer

¯  Managed editorial and freelance staff

¯  Organized articles and features, edited magazine for technical and grammatical accuracy

¯  Cover/Feature Story writer, Entertainment critic, and Political columnist

1998 to Present Freelance Writer/Editor: Miles Media Group; StartupNation; Canvas; Boca Life; Palm Beacher; Jupiter Magazine; Stuart Magazine; Vero Life; Vero Beach Magazine; Laguna Life & People; PI Magazine; Hometown News; Treasure Coast Parenting; Space Coast Parenting, Boomerz Magazine

 Financial and Investment Employment/Experience

2005 to Present Vice President/Investment Strategist, Eckhouse Kulman, Boca Raton, FL

¯  Managed individual portfolios for high-net-worth clients on a wrap-fee basis

2003 to 2005 Investment Advisor, Summit Brokerage, Vero Beach, FL

¯  Managed individual portfolios for individual and corporate accounts on a wrap-fee basis

2001 to 2003 Vice President, Wachovia Securities, Port St. Lucie, FL

¯  Coordinator and Supervisor of Investments for a five-member Series 6 and Series 7 sales team

1995 to 2001 Associate Vice President, Prudential Securities, Vero Beach, FL

¯  Handled accounts of all sizes on both a fee and commission basis

1994 to 1995 Vice President, Seacoast National Bank, Vero Beach, FL

¯  Managed/supervised all brokerage operations for two bank branches

1990 to 1994 Financial Advisor, Prudential Securities, Vero Beach, FL

¯  Financial Advisor for institutional and retail accounts of varying size

1983 to 1990 Securities Broker, Dean Witter Reynolds, Vero Beach, FL

¯  Financial Advisor for institutional and retail accounts of varying size

1979 to 1983 Securities Broker, Merrill Lynch & Co., Orlando/Vero Beach, FL

¯  Financial Advisor for institutional and retail accounts of varying size

 Other Experience

2009 to 2011 Co-Founder/Marketing Director, Theatre Orchestra of Florida, LLC, Palm Beach, FL

¯  Engaged in all aspects of concert promotion and organization for high-end, adult contemporary/crossover classical production company

2008 to 2009 Talk-Show Host, WSVU SeaView Radio FM 95.9/AM 960, Palm Beach Gardens, FL

¯  Co-produced/hosted weekly Arts & Entertainment show, Celebrity Spotlight

2004 Investigator/Researcher, Florida Nineteenth Judicial Circuit, Fort Pierce, FL

¯  Worked with nationally-acclaimed Brandon Perron as an Investigator for the Public Defender’s Office to interview defendants and witnesses as well as crime scene investigation/reporting

2003 to 2005 Talk-Show Co-Host/Advertising Consultant, Rhett Palmer Live, Vero Beach, FL

¯  Co-host for the most popular daytime talk-radio show on Florida’s Treasure Coast

 Teaching Experience
2014 – 2015 

2013 – 2014

2012

2010 – Present

 

Chairman of the Dept. of Humanities, Yeshiva Tiferes Torah, Boca Raton, FL

History and English Teacher, Weinbaum Yeshiva High School, Boca Raton, FL

Adjunct Professor of History, Nova Southeastern University, Ft. Lauderdale, FL

Adjunct Professor of History, Palm Beach State College, Palm Beach Gardens, FL

2003 – 2004 Adjunct Professor of History/Finance, Indian River St. College, Vero Beach, FL
2002 – 2007 

2001 – 2015

Adjunct Professor of History, Brevard Community College, Melbourne/Cocoa, FL 

Adjunct Professor of Finance/History, Northwood Univ., West Palm Beach, FL

 

Education

Master of Arts – History (Western Hemisphere), University of Central Florida, Orlando, FL GPA 3.89

Bachelor of Business Administration – Finance, Stetson University, Deland, FL

Awards/Commendations

Phi Alpha Theta — International History Fraternity (2001)

Florida Magazine Association — Excellence in Writing Bronze Award (1999)

 Citizenship

United States, British and Canadian Citizenship/Passport Holder