Home: White Plains, NY. Age: 62. Birthplace: Brooklyn, NY. Profession: CPA. Organization: BottomLine – Tax Solutions. Title: CEO. Alma mater: St. John’s University; Pace University.
Current project: Providing tax solutions, research and consulting services to individual and corporate clients. Recent professional development: Currently pursuing additional professional licenses, including securities and insurance. What’s been your big (or biggest leap)? From employee to owner. Hobbies: Golf, physical training, reading, travel. Last book read: To Risk it All, by Adm. James Stavridis, USN (Ret.). Recently viewed and recommended: Queen of the South (Netflix). Recent unique acquisition: A new condo in Florida. Renovating and furnishing it has been exciting and gratifying.
Personality profile: Hard working, energetic, confident; outgoing, easy going, clever. What one word would your closest friend use to describe you? Accomplished. Moral compass: Solid values leading to taking responsibility, professionally and personally. How do you define a perfect friendship? Experiencing life events together, being helpful and nonjudgmental. How do you define an ideal business relationship? Good communication and teamwork together. What is your greatest joy? My daughter. What is your greatest fear? Becoming ill. What is your guilty pleasure? Flirting with strangers. What word or phrase do you use far too often? No pain, no gain. What natural talent have you neglected? Drawing. What occupation, other than your own, do you most admire? Surgeons.
What is your favorite place (or way) to spend money? On friends and family, travel, books and golf. What is at the top of your bucket list? Travel to Europe and South America. How do you relieve stress? Stretching, listening to music, sitting in the sun. What is your go-to workout? Whole body workouts: pullups, squats, deadlifts. What ingredient is essential to your perfect vacation? Sharing the experience with loved ones.
What was your first paying job? Working for my dad. What was your favorite college course? Business law. What was your favorite childhood toy or game? Blocks. What movie have you repeatedly watched? The Godfather. Besides your parents, who has had the greatest influence on your life? My grandparents and former Price Waterhouse partners. What’s the best advice you received growing up? Be respectful, study and become something. What’s the best advice you received in your career? Worry mostly about existing clients as opposed to new clients. What is your favorite app? JetBlue. What is your go-to source of news and information? Bloomberg. What is your go-to source of creative inspiration? Kipplinger (for work) and talk shows like Howard Stern! What company or organization do you most admire? Apple. What world event has had the greatest influence on your life? The pandemic.
What is your big idea? Providing tax related concierge services (through BottomLine). What change are you working on to effect in your profession or field? Using technology to mitigate a diminishing. Talent pool. What change would you like to see in the world? World peace and less less division. What message do you want to send out into the world? Cherish the planet; let’s stop the abuse. What mega-trend most excites you? AI. What mega-trend most concerns you? Less personal interaction in the Future of Work.
What title would you choose for the movie about your life? Self-Made. What actor would you choose to play you in the movie about your life? Robert Dinero. Who would you like to spend an evening with, in heaven? My dad. As a kid, what did you first want to be when you grew up? An airline pilot. After your loved ones, what object would you first save from your burning home? Family photo albums, collections of memories. What advice would you give your younger self? Network and ask for help. What period in your life would you do differently, if you could? My early twenties and, specifically, getting married too early in life.
Personal mission: Devoting more time to enjoying family, friends and fruits of my accomplishments. Personal motto: Today for me; your health is your wealth. Favorite quote: “Life is an experiment. The more experiments you make, the better” (Emerson). Desired epitaph: Gone, but hopefully not forgotten. Life goes on.