PROFESSIONAL EXPERIENCE:
Joined Transworld in 2000
Shareholder, Member Board of Directors
Former CEO of a Public Technology Company
Over 35 years of experience in corporate finance, mergers & acquisitions, investment banking, insurance and stock brokerage, commercial real estate, business brokerage and business ownership
PROFESSIONAL ASSOCIATIONS:
Licensed FL Real Estate Sales Associate since 1985
Member: International Business Broker Assoc.
Member: M & A Source
Member: Business Brokers of Florida
EDUCATION:
Certified Business Intermediary (CBI)
Certified M&A Professional (CM&AP)
Mergers & Acquisitions Master Intermediary (M&AMI)
A.A. Miami Dade College – Highest Honors
B.S. Florida State University, Magna Cum Laude
AWARDS:
Business Brokers of Florida (BBF) Highest Dollar Volume of business sold in Florida Award for 2005, 2007, 2008, 2011, 2013, 2014, 2016, 2018 & 2019, 2021. Runner-up in 2010, 2012 and 2017.
23-time Million Dollar Award winner- Florida
Transworld’s #1 volume producer since 2000
Named “Heavy Hitter in Finance” S. Fl. Biz Journal
Over 250 businesses sold
Over $1 billion in career transaction volume
COMMUNITY SERVICE
Chair, Investment Committee, Jewish Federation of Broward County
Member Board of Directors, Finance, Audit, Jewish Federation of Broward County
Board Member – Federation Housing Authority
Former Capital Campaign Chair, Ramat Shalom
Tocqueville Society United Way
PERSONAL:
Raised in South Florida
Married 38 years to Caren and have 2 grown sons, two grandchildren
Avid skier, Miami Heat, Panthers and Dolphins fanatic