Finance/Accounting professional with over 20 years experience.

President of Atlantic Sales Tax Consultants, began his career in Sales Tax as a Auditor for the State of California, Graduated from Hofstra University with a BBA in Public Accounting. For 10 years, David was responsible for auditing businesses in multiple industries. David performed hundreds of Sales and Use Tax audit of Fortune 500 companies located on the east coast of the U.S. From High Tech companies like UNISYS, Food Manufacturers like McCormack, and computer lessors, entertainment companies BMG, and HBO, retailers like Saks Fifth Ave, and Canon USA and Gold Refiner Johnson Matthey.

I have been a business consultant for 8 years. I am a Registered Investment Advisor focused on Servicing Retirement Plan Sponsors and their Employees. My practice is solely focused on business retirement plans.

Active Management / Managed Accounts

This is a strategy for investors where the portfolio holdings are adjusted on a continuing basis in response to market and economic conditions.

– This strategy offers the potential to beat the market by exploiting inefficiencies in pricing. And, in theory, this strategy has the ability to defend against down markets.
Watch our 26 Minute Video on Active Management www.northamericanexpansion.com

http://www.hcm401koptimizer.com/IndividualInvestors.aspx?pid=1279

The HCM 401(k) Optimizer is available for company sponsored retirement plans: 401(k), 403(b), 457, and more. If you need personalized advice on how to invest your company plan, the HCM 401(k) Optimizer is for you.

Decide to Optimize your Company Sponsored Retirement Plan.We Analyze the Choices your Company Plan Provides.You Receive a Detailed Report from Us.We Send You an Update Each Quarter.