Alan J. Segal
916 South Swanson St.
Philadelphia, Pa 19147-4332
FINANCIAL CONSULTANT: BROKERAGE
As a participant in the Professional Partner program of LPL Financial Services (LPL), member NASD/SIPC,
I offer advise and counsel pertaining to investments, estate tax planning, and financial management for both corporate and individual clients.
LICENSING & DESIGNATIONS
Certified Public Accountant (PA) – (1968 – present) Inactive at 12/31/07-Active at 7/2/09-to present.
Financial Consultant: Series 7 and Series 63 (Brokerage)
CSMC: Certified Specialist Management Consulting
CURRENT OTHER ACTIVITIES
Seamens Church Institute – Finance and Audit Committees –active
Professional Jazz Bassist, Alan Segal Quartet,
Executive Director of The Jazz Sanctuary, Inc.
(501 c 3)www.thejazzsanctuary.com
CONSULTANT: BUSINESS & FINANCIAL MANAGEMENT – since 1992
I consult with a broad range of clients on business matters. My practice is limited to filling the roll of CEO, CFO, or COO. Alan J. Segal, LLC, a management company of which I am President and owner, directs its services to successful companies assisting in planning and operations (as a mentor to the officers on specific areas of concern) and to under-performing companies, helping them turn their operations into profitable ventures. Our services also include mentoring corporate officers through the decision making process of entrance and exit strategies and opportunities, corporate finance, business succession and mergers and acquisitions.
1995-2001: PRESIDENT AND CHIEF OPERATING OFFICER formerly CHIEF FINANCIAL OFFICER CHIEF & OPERATIONS OFFICER- of a 40M local manufacturing company
1989-92: PRESIDENT-FINANCIAL SERVICES DIVISION following a two service as CFO: ranked 21st in size for r/e operations and size.
1987-88: PRESIDENT-CEO-furniture mfg and international distribution of furniture
1971-87: PARTNER-MEMBER OF THE EXECUTIVE COMMITTEE-CHAIRMAN OF TAX DEPT.- regional acctg firm of 65 persons offering a full range of accounting and consulting services.
1969-71: CHIEF FINANCIAL OFFICER-CHIEF OF OPERATIONS- office furniture retailor
1966-69: FIELD AGENT-AUDITOR Internal Revenue Service
Temple University – BS Accounting, 1964
Temple University – School of Law, 1966-1968 (non-degree)
Philadelphia College of Art – Interior Design, 1969-1970 (non-degree)
Widener University, Masters of Science in Taxation, 1988-1989
ADJUNCT PROFESSOR OF ACCOUNTING & TAX
Widener University, St. Joseph’s University, Drexel University, Evening Division – 1987-92
HOST PRODUCER – INTERACTIVE RADIO SHOW
Let’s “Talk Taxes – created, hosted and produced interactive radio show – 1985-88.
BOARD MEMBER/ CIVIC ORGANIZATIONS/OTHER
Green Tree School (Accredited Private School- disadvantaged/mentally challenged children) Board and Finance Committee–inactive May 2013 Settlement Music School (Jenkintown) inactive; Montgomery County Workforce Investment Board (Treas. ‘99-‘03); South Eastern Pennsylvania WIB Consortium(Chairman of this five county consortium ‘02-‘03) Jenkintown’s Community Alliance ’00-02 (Executive Committee Member, formerly Treas.)
Planning Commissioner: Jenkintown Planning Commission 1/5/96 – 12/27/99
Zoning Hearing Board: Jenkintown : 12/27/99 to 01/07/02(Vice Chairman,Sec’y)
Council Member –Jenkintown Borough Council 01/07/02 to 10/26/04
(V.P.&Chair of Admin & Fin 02-03)
Candidate: Controller, Montgomery County 2003, .