Educational/Teaching Background

• Recipient of awards for teaching excellence and length of service as Adjunct Associate Professor of Financial Management at the New York University School of Continuing and Professional Studies
• Creator, designer and presenter of NYSCLE Board-accredited Financial Statement Analysis for Attorneys. Has created tailor-made Finance and Accounting-related courses for a Hedge Fund administration firm, and a -based Hedge Fund. Formerly E-learning instructor of Finance for Non-Financial Professionals at FT Knowledge/New York Institute of Finance
• Extensive past experience as seminar leader for New York Institute of Finance and another provider, and as adjunct professor at other educational institutions
• Certified Public Accountant (IL)
• MBA, Finance, New York University Stern School of Business

Professional Background

• More than 30 years of Financial Services Industry experience
• Registered Investment Adviser Representative for Maxim Advisory LLC
• Financial Consultant for Maxim Group LLC
• Former Mutual Funds Product Manager for Maxim Group LLC
• Former Assistant Branch Office Manager for Maxim Group LLC
• Corporate Finance/Investment Banking
• Equity Research
• Syndicate

Professional Licenses and Affiliations

• Series 9/10 (Supervisory Securities Principal); Series 24 (General Securities Principal); Series 7/Series 63 (Registered Representative); Series 65 (Registered Investment Adviser Representative)
• Licensed NY State Insurance Agent
• Certified Public Accountant, IL
• Illinois CPA Society
• University of llinois Alumni Association of Greater New York

Education

• MBA, Finance, New York University Stern School of Business, 1982
• BS, Accountancy, University of Illinois, Urbana-Champaign, 1977

Jim Taibleson is Also:

• Actively adding to the JIM EDUCATES WARRIORS team, as we build a web of influence comprised of like-minded American employers and other service providers who recognize the importance of playing a role in providing free services and solid employment opportunities for our nation's greatest, most dedicated men and women.
• A Charter Member of the Jazz Leadership Society ("JLS"), in affiliation with WBGO-Jazz 88, the only 24-hour station in the New York City Metro area featuring the myriad varieties of Jazz, Soul, R&B, Blues and Funk.
• Extremely well-informed and interested in good-faith discussion in many areas including: American Classical Music (see above JLS reference); racial reconciliation; current events in the context of Human History; Economics and Economic policy; Education; Taxes; and the Rule of Law.
• A lifelong Chicago sports fan, at the mercy of the Cubs, Bears, Bulls (OK, so we had Jordan! Get over it!) and Blackhawks
• Extremely impressed with his own sense of humor and quick wit, a sentiment shared by almost nobody else inhabiting Planet Earth, the Solar System, the Milky Way, the Universe and beyond.