On this site, you’ll find my published personal finance articles and related spreadsheets, including one I developed while providing quantitative consulting to the author of the bestseller, Get a Financial Life. Note that I’m not a financial advisor.
Before semi-retiring, I created mathematical optimization models for complex domestic and cross-border tax-advantaged financings (US Leveraged Leases, Japanese Leveraged Leases, Ownership and Commission Foreign Sales Corporations, Special Allocation Partnerships and Lease-In Lease-Out structures). Most of this time was with Interet Corporation.
My background includes degrees in Political Science, Education and Operations Research (see Quantitative Course Descriptions) from MIT and UC Berkeley. I taught high school math for a few years in the 1980s and upgraded my California teaching credential in 2005 to include an Introductory Subject Matter Authorization for Mathematics which satisfies the No Child Left Behind (NCLB) “highly qualified” teacher requirements. My article, Five Math Courses To Increase Career Options, might convince some to minor in mathematics.
