Experience
- 26 year career as a financial consultant
- Certified Specialist in Planned Giving
- Certified Estate Advisor
- Accredited Investment Fiduciary
- Actively provides investment advice to individuals, families and foundations
- Regularly consults to corporations providing advice and counsel in the areas of pension plan design, investment planning and employee communications
Television Appearances
- Today Show – several appearances
- Bloomberg – regular contributor
- NBC Nightly News
- CNBC
- CNN
- Fox on Money
- Lifetime
2006 Speaking Engagements/Attendees
- Southern California Hospital Association
- St Joseph’s Hospital Foundation
- Association of Fundraising Professionals
- Association of Fundraising Professionals (Los Angeles County)
- American Red Cross
- Milestone Mortgage Realty Conference
Professional Accomplishments
- Woman of the Year – Century City Chamber of Commerce
- Woman of the Year – United Jewish Federation
- Woman of Action Award – Israeli Cancer Research Fund
- Board of Directors/Executive Committee:
- American Cancer Society
- Children’s Hospital Foundation
- PATH (People Assisting the Homeless)
- Children’s Cancer Research Fund
- Mancini Institute
- We Are the World and USA for Africa
- Weizman Institute
