AJ Segal CPA (inactive), MST

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Alan J. Segal

2200 Benjamin Franklin Pkw

# S1006

Philadelphia, Pa 19130-3613

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LICENSING & DESIGNATIONS

Certified Public Accountant (PA) – (1968 – present) Inactive at 12/31/07-Active at 7/2/09-inactive 12/31/19 (active licensing – 50 years)
Financial Consultant: Series 7 and Series 63 (Brokerage) – no longer active licensing
CSMC: Certified Specialist Management Consulting
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CURRENT ACTIVITIES

Executive Director of The Jazz Sanctuary, Inc.
(501 c 3) www.thejazzsanctuary.com

Advisor/Board Member to: Historic Gloria Dei Preservation Corp.

Professional Jazz Bassist

Alan J. Segal, pres. of Alan J. Segal LLC – music for all occasions

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CONSULTANT: BUSINESS & FINANCIAL MANAGEMENT – 1992 to 2017 NO LONGER ACTIVE

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.
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Prior Experience

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
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EDUCATION:

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

OTHER ACTIVITIES:

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.
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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.); Board Member Seamen’s Church Institute – Board Member – inactive June 2017; Historic Gloria Dei Preservation Committee – 2014 – present) Founding Member; Board Member.

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,