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Professional Accolades: 2008: - Profiled in Bank Investment Consultant magazine in its "Producer Profile" section. - Completed six years of service on the Eastern Michigan University Alumni Association Board of Directors. 2007: - Named the 2007 recipient of CFA Magazine's prestigious "Most Investor Oriented" award, which recognizes one CFA Institute member who has made outstanding contributions to investor education. - Hedge Funds Demystified named "Our Editor's Pick" by Standard & Poor's Financial Communications - Obtained the Series 7 and Series 66 securities regulation licenses. 2006: - Awarded a financial grant from the National Italian American Foundation for Ultimate Italian Trivia. - Selected a parish councilperson at Saint Hugo of the Hills 2005: - Optimal Investing named a 2004 "Book of the Year" Finalist for Business & Economics at ForeWord Magazine. - Optimal Investing named a 2004 Semi-Finalist for Investments at Independent Publisher magazine. - Article adapted from Optimal Investing appears in the Journal of Accountancy titled "Build a Winning Portfolio." 2004: - First authored book, Optimal Investing, released in April by Marshall Rand Publishing. - Completed the H&R Block Income Tax Course in November. - Article adapted from Optimal Investing appears in the Bull & Bear Financial Report in September. 2003: - Obtained the Certified Financial Planner (CFP) designation. 2002: - Established Frush Financial Group. - Obtained Life & Health and Property & Casualty insurance licenses through the State of Michigan. 2000: - Obtained the Chartered Financial Analyst (CFA) designation. 1999: - Graduated from the University of Notre Dame with an MBA. 1994: - Graduated from Eastern Michigan University with a BBA in finance. |
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