- IFTA Board of Directors - Marketing & Developmental Director
- 2018 inductee to the Canadian Society of Technical Analysts Hall of Fame.
- Retired Hedge Fund Manager (global equity futures),
- 12 Years - NYC/Boston institutional trader (SP500 trading specialist),
- Education Committee Member, International Federation of Technical Analysts (IFTA.org)
- CFTe and MFTA from the International Federation of Technical Analysts. (dropped CMT, 1991-2014)
- Author 9 books, 'Technical Analysis for the Trading Professional' is required reading for CFTe Certification, (formerly required for CMT III). The 1060 page book 'The Thirty-Second Jewel' on Gann Analysis released 10/2019. Not on Amazon. visit 32ndJewel.com or link above) A 10th book (FULL COLOR and 396 pages) written for the International Federation of Technical Analysts will be released June 15, 2022. It contains a daily trader's log January 1-31, 2022.
- Past Keynote speaker, (IFTA, Bloomberg, MTA/CMA),
- Founded the 'Composite Index' recommended by George Lane, Stochastic's founder, in the intro of Technical Analysis for the Trading Professional.
- Member of the Technical Securities Analysts Association - USA
- Member Canadian Association for Technical Analysis
- Member of The Swiss Association of Market Technicians
- Honorary Member of the Malaysian Association of Technical Analysts
- Honorary Member of the Egyptian Society of Technical Analysts