Client List

Banks


AMRO Bank (Netherlands)
Anchor Bank
Bank of America
Barnett Banks
Berkeley Federal Bank
Chevy Chase Financial Services
Chase Securities
Colonial Bank
Eastern Savings Bank
First Islamic Investment Bank (Bahrain)
First Source Bank
LaSalle Banks
Maryland National Bank
Mukwanago Community Bank
Mutual Savings Bank
Nations Bank
Somerset Savings Bank
Sovereign Bank
Texas Commerce Bank


Securities Firms / Mutual Funds


CIBC/Wood Gundy P.S.I. (Canada)
D. A. Davidson
Global Investment House (Kuwait)
H. D. Vest
Hyperion Securities (Canada)
J.C. Bradford & Co. (now part of UBS)
Kipco Asset Management Co. [KAMCO] (Kuwait)
Lehman Bros. (Argentina)
Legg Mason (US & Argentina)
Lord Abbott & Co., LLC
McDonald & Co.
Merrill Lynch & Co.
MFS Investment Management
Morgan Stanley (U.S.)
Morgan Stanley (Japan)
Nesbitt Burns Inc. (Canada)
Prudential Securities
Putnam Investments
Scott and Stringfellow
UBS Financial Services Inc.
Vickers Ballas (Singapore)

Insurance


The Association of Banks in Insurance
Blue Cross-Blue Shield
Cross Marketing Inc.
ManuLife (Canada)
Prudential Assurance Co.
Wisconsin Insurance Management
Women’s Life Underwriters Association

Medical


National Association for Home Care
Texas Association for Home Care
VNA of Eastern Montgomery County
V.N.A.H.C. of Staten Island

Education


Philadelphia Community College
New Jersey Principals and Supervisors Assoc.
Educational Testing Services, Inc.
Literacy Volunteers of America
Bensalem Pennsylvania School District
Upper Darby School District

Government & Industry


U.S. Central Intelligence Agency
Financial Satellite Network
Investment Funds Institute of Canada
Johnson & Johnson (Netherlands)
New York Institute of Finance
Price Waterhouse
Ernst & Young (Kuwait)
Powerforce
Flexible Packaging, Inc.

Conference Program Presenter/Speaker


Association of Banks in Insurance
Bank Investment Marketing Magazine
Bank Investment Representative Magazine
H. D. Vest National Conference
Investment Funds Institute of Canada
National Association for Home Care
Philadelphia Stock Exchange
Securities Industry Association
Securities Industry Association Institute
Wisconsin Insurance Management
Women’s Life Underwriters Association

Summary of International Clients


AMRO Bank (Netherlands)
CIBC/Wood Gundy P.S.I. (Canada)
First Islamic Investment Bank (Bahrain)
Global Investment House (Kuwait)
Hyperion Securities (Canada)
Investment Funds Institute of Canada
Johnson & Johnson (Netherlands)
KIPCO Asset Management Co. (Kuwait)
Lehman Bros. (Argentina)
ManuLife (Canada)
Morgan Stanley (Japan)
Nesbitt Burns Inc. (Canada)
New York Institute of Finance (Singapore)
Price Waterhouse (Kuwait)
Vickers Ballas (Singapore)