Mike is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Akron, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Sciences in Finance and Accounting from Cleveland State University
  • CPA certificate from the State of Ohio (inactive)
  • Series 79 — Limited Representative-Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Senior – Consulting Services at Ernst & Young

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • American Institute of Certified Public Accountants