Steven Singer, Managing Member/FINOP
Steven has spent the last 20 years in the financial services arena. After obtaining his Bachelors Degree with concentrations in Accounting and Management Information Systems, Steven successfully passed the CPA exam in New York. He then spent 3 years in the financial services audit practice of PriceWaterhouseCoopers (formerly Coopers & Lybrand). Steven spent the next 10 years working his way up the accounting and finance ladder first as an assistant controller, then as a controller, and eventually as a CFO in the securities brokerage arena. Early on in his broker/dealer years, Steven obtained his FINRA Series 27 FINOP license. Prior to starting Maven Strategic in 2004, Steven spent 2 years as the President and CEO of a subsidiary of a publicly traded company, which provides core financial services to small businesses.
In addition to a primary focus on broker/dealers, Steven also advises companies in the media publishing, human resources, and online training spaces.
Steven's technical skills coupled with his interpersonal and communications skills makes him a unique resource to his clients. Steven resides in Palm Beach County, Florida with his wife, 2 children, and their Labradoodle.
Richard Feldman CPA, Senior Consultant/FINOP
Rich heads up Maven's New York practice, and has worked in the financial services industry for over 20 years. He began his career as an auditor for a “Big Four” accounting firm, then served as FINOP and Chief Financial Officer for a wide variety of Broker/Dealers and Investment Advisors, both on an outsourced and in-house basis.
Rich began his career with Deloitte (formerly Deloitte & Touche) as a Senior Manager in the financial services audit practice, serving such notable names as Merrill Lynch, Dean Witter and Bear Stearns. Rich then became the CFO of Waterhouse Securities, a large discount brokerage firm, and has since served as CFO and FINOP of a wide variety of B/D's, ranging from household names like Muriel Siebert and GKN Securities to small one person organizations. Rich has a particular expertise in, and affinity for, small to medium-sized entrepreneurial firms, including start-ups. Rich has direct hands-on experience in many facets of the broker/dealer industry, including retail, institutional, discount, investment banking (including minority-owned) and proprietary trading. Rich has been a very active member of the NYS Society of CPA’s Broker/Dealer Committee, organizing industry wide seminars and frequently serving as an expert speaker on net capital issues.
Rich also has significant experience with investment advisory firms, having served as CFO of firms that advise to both investment partnerships (i.e. hedge funds) as well as privately managed accounts. In addition, Rich has served as Chief Financial Officer of three publically traded companies (all in the financial services sector).
Rich is a graduate of the University of Massachusetts at Amherst - Isenberg School of Management. Rich lives in Port Washington, NY with his wife, 2 children and poodle, and can often be seen sailing his boat in the summer, schussing the slopes in the winter, or serving his community year round as President of a local not-for profit organization.
Robert Gilman, Consultant/FINOP
Robert joined Maven in 2006 as a consultant providing Maven's clients with superior outsourced accounting services. Robert has a diverse financial services background with tenures on Wall Street trading options and working for a top-tiered investment bank, to providing accounting and tax services for a NY based CPA firm.
Robert spends his free time coaching his children's baseball, softball, and basketball teams. Robert is a Series 27 FINOP, and a graduate of the Syracuse University School of Management.