| COMPANY
ROLE AT GREEN COMPANIES As founder and CPA/CEO of Green & Company Inc. (GreenTraderTax and
GreenTraderFunds), Green handles content generation, speaking, writing,
marketing, business development, alliances and more. Green authors and/or
edits most of the content on the GreenTrader site (including guides, books,
and blog), gives most interviews to the media and hosts our interactive
events. BIO WORK EXPERIENCE
AT GREEN & COMPANY In 1997, Green & Company led the revolution for online traders in adopting the new trader tax laws passed in 1997. Fantastic growth in the use of the Internet required that the company change its business model from a private boutique CPA firm catering to a small, wealthy client base to one that accommodated traders all around the country. Green & Company has grown consistently with full quality control and no supply constraints to meet the needs of our growing ranks of clientele. Mr. Green has a diversified experience. In 1987, he expanded the traditional accounting and tax services of Green & Company to offer active business consulting and private investment services. Mr. Green helped the firm's venture-capital clients sell companies in their portfolios. He acted as a partner with certain clients to start and operate new investment and real estate companies. During this period, Mr. Green spent the majority of his time in his accounting practice. In 1988, he and a group of his clients formed an investment group to acquire, restructure and operate a large industrial company headquartered in France. Mr. Green acted as Chairman and CEO of both the investment group and the French industrial company until 1990. During this period, Mr. Green spent the majority of his time in his accounting practice. In 1990, Mr. Green and a client of Green & Company formed a television production company. Between 1990 and 1995, this company produced and aired 120 half-hour television programs in the U.S. and abroad. Mr. Green acted as Chairman and CEO of the company, and his client acted as President, host and producer. During this period, Mr. Green spent the majority of his time in his accounting practice. Since 1995, Mr. Green has devoted 100 percent of his time and efforts on growing Green & Company through client referrals and over the Internet. Beginning in 1995, Mr. Green led the charge to e-commerce taxation. Mr. Green started GreenTraderTax.com in early 1997 when Congress changed the tax laws to create many new tax benefits for traders. GreenTraderTax.com has been the leader in the trader tax market ever since. (Initially, the name of the company was TraderTax.com, but many others tried to copy the business, so “Green” was added to the name.) Mr. Green has also performed pro-bono services and acted as the Treasurer of the Swedish American Art Foundation. Mr. Green was born and raised on Long Island, N.Y. He lived and worked
in Manhattan on the Upper East Side from 1977 until the end of 1999. He
now resides in Fairfield County, Conn. with his wife. He also has a second
home in New York City. WORK EXPERIENCE PRIOR TO
FOUNDING COMPANY IN 1983 Prior to joining Ernst & Whinney, Mr. Green worked at a mid-sized accounting firm doing audits and tax preparation work. Mr. Green's first job out of college was at a small "boutique" CPA firm that had very wealthy individuals, including leading families on Wall Street, as clients. Mr. Green made valuable relationships with some of these clients, a few of which became the first clients of Green & Company CPAs. To this day, Green & Company maintains relationships with wealthy Wall Street professionals as clients and friends. At this firm, Mr. Green worked strictly on tax preparation and consulting for investment professionals, wealthy investors, traders and money managers. EDUCATION & CPA LICENSES Received Bachelor of Science in 1977 from the State University of New York in Albany. Attended on Regents (academic) Scholarship. Accounting major; Philosophy minor SUNY Albany was considered one of the top accounting schools in the country at that time. At graduation, Mr. Green excelled on the Law Boards and was accepted to many outstanding law schools, but he decided to pursue a career in public accounting first. CPA
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