
Timeline
About me
Managing Director - Aaron Capital, Inc. - FINRA Securities Licenses Series 7, 24, 28, 63, 66, 79, 82 and 99
Education

Menlo college, school of business administration
1965 - 1969Bachelor of science (b.s.) accounting and business/management 3.2Activities and Societies: Student Body President, Fraternity President. Received partial scholarship.

University of houston
1990 - 1991Master of business administration (mba) finance and financial management services 3.8Activities and Societies: Worked full time while I went to Business school. Thesis - The Arbitrage Pricing Theory in Corporate Finance.
Experience

Tatum partners, llc
May 2002 - Jan 2005PartnerProvided CFO and CIO Services to Middle Market Companies, both private and public. My consulting engagements included: (i) genomic research for diagnostics and bio-pharmaceutical solutions; (ii) semiconductor packaging and (iii) publishing.

Alare capital securities, llc
Feb 2005 - Dec 2009Founder and managing directorFounder and Chairman Middle Market Investment Banking Firm serving privately held mid-sized clients in the life sciences, alternative energy, technology, and software industries across the Western and Southwestern United States.

Cks securities llc
Aug 2010 - Mar 2014Managing directorManaging Director in a boutiques investment banking firm. The Firm focused on Sell-side M&A transactions for privately held, middle market companies seeking growth capital or a major liquidity event. The Firm’s industry sector focus business services, consumer products, transportation, media and medical device.

Aaron capital, inc.
Mar 2014 - nowManaging directorManaging Director of a middle market investment bank founded in 1989. Headquartered in Orange County, CA with offices in San Francisco CA, Phoenix, AZ, Colorado Springs, CO, Memphis, TN and Miami, FL.
Licenses & Certifications

Cpa
State of california board of accountancyJun 1974
Certified mergers and acquisitions advisor
Alliance of m&a advisorsMar 2016- View certificate

Cmaa
Alliance of m&a advisorsMar 2016
Languages
- enEnglish
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