Experience During his more than six years of experience in the fields of corporate financial accounting, individual and corporate tax strategy, and financial statement preparation and analysis, David has developed a reputation for technical expertise, strategy creation and implementation, and the ability to distill complex financial concepts down to terms any

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Experience Khadija Khartit has 25 years of experience in management, investment banking, and startup advisory. Additionally, she holds FINRA Series 7, 63, and 66 licenses. Her investing and business background includes 10 years of management in operating multinationals, 10 years in investment banking, mergers and acquisitions, equity and debt capital

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Experience Thomas J. Brock has more than 20 years of experience in investments, corporate finance, personal finance, accounting, and insurance. He currently oversees the investment operation for a $4 billion super-regional insurance carrier, including $650 million in life insurance assets. Thomas maintains a dynamic investment policy designed to preserve capital,

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