He was a former executive in the financial services industry who started out working as a stockbroker, and later as a market maker on the options floor of the Pacific Stock Exchange. He then became vice president of a San Francisco-based investment management firm. He also worked as an adjunct professor for the College of Business of California State University East Bay.
He is the publisher of WallStreetNewsNetwork.com and has written numerous articles for various publications, including Friends of Financial History Magazine and the Bond and Share Society Journal. Television appearances include CNBC, Fox Business News, and Globo TV.
He has given speeches at the Museum of American Finance in New York City, The Money Show in both San Francisco and Las Vegas, California State University East Bay in Concord, and numerous other venues.