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Alan has over fifteen years of experience planning audit engagements, preparing and reviewing work papers, and analyzing financial statements. His current client base includes both public and private financial institutions in the New Jersey area. 

He has significant experience in valuation methodologies for various investment types, mortgage banking products and derivatives. In addition, he has been involved in all aspects of the banking industry, including balance sheet management, interest rate risk management, and capital and strategic planning. He has assisted clients in numerous SEC filings in conjunction with mergers and acquisitions, mutual conversions, stock offerings, and shelf registrations.

Alan resides in Medford, NJ with his wife, Courtney, and two children, Cooper and Easton. He enjoys spending time with his family, golf, snowboarding and playing the guitar.