Courses Taught
Research
Papers & Presentations
• |
Guardrails
to Prevent Potential Retirement Portfolio Failure", Journal
of Financial Planning, October 2016 |
• |
Retirement Across the
Generations - NJ Coalition for Financial Education 10/15/15 |
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PBS TV - Caucus: New Jersey, Tackling Your Finances,
October 4, 2014. |
•
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"In Search of the 'Best' Retirement Strategy",
Journal of Financial Service Professionals, January 2011. |
• |
"Creating
Safe, Aggressive Retirement Income Profiles",
Journal of
Financial Planning, May 2010. |
• |
"Using
Decision Rules to Create Retirement Withdrawal Profiles",
Journal of Financial Planning, August 2007. |
• |
"Decision
Rules and Maximum Initial Withdrawal Rates",
Journal of
Financial Planning, March 2006. |
• |
"Stanislavski
and Computer Science", ACM Inroads, December 2005. |
• |
An Internet-based Tool for
Collaboration Exercises and Research - League Conference on Information
Technology, Dallas, TX 10/24/05 |
• |
An Internet Tool for
Collaboration Exercises - NJ Faculty Best Practices
Showcase 3/18/05 |
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Canvas |
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Experience
• |
25 years directing large
software development projects at major corporations
-
Bell Labs,
AT&T,
UNIX System Laboratories,
Novell,
Santa Cruz Operation,
Lucent
- UNIX operating system development
- Optical networking systems development |
• |
Managed all aspects of
development life-cycle
- Business planning, product management
- Systems analysis, architecture, design
- Implementation, system testing, customer support
- Headed UNIX Press business unit |
• |
Management
recognized in
Wall Street Journal
article |
• |
Research referenced in the
New York Times,
Wall Street Journal and
Consumer Reports. |
• |
Earned
patent for design of
digital switching system |
• |
Resume
and
the rest of the
story |
Education
• |
MBA |
University of Chicago
Finance, Marketing
Honors thesis: Techniques and Structures
for the Production of Accounting
Information Systems |
• |
MBA |
K.U. Leuven, Belgium
International Business, Finance |
• |
MS |
University of Wisconsin - Madison
Computer Science |
• |
BS |
University of Wisconsin - Madison Mathematics |
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