CONNECT

Address:

110 Southampton Pl N
Venice, FL 34293-4215

Phone:

813.419.2148

Alan E. Gorlick, AAMS, Bio

 

Alan E. Gorlick, AAMS, is CEO of Gorlick Financial Strategies.  At Gorlick Financial Strategies, and previously at AG Edwards, Banc of America Investments, and Merrill Lynch, Gorlick works with individuals, closely held companies, and retirement plans.  He stresses long-term planning, risk management, and holistic approaches to personal finance.  His methodology is to build trust, educate clients, and ensure that they are a full partner in their own financial planning.  He maintains an active involvement with retirement plan participants so that they can get the education they need to make informed decisions.

Prior to financial services, he has significant executive level and consulting experience in international business and corporate finance.  He is also a popular speaker, seminar leader, and writer on finance, economics, accounting, risk management and option theory.

His resume includes CEO of Veda Holdings, Inc., a multinational venture funded high-tech company; Vice President and Client Partner of Cadence Design System’s Electronics Infusion consulting practice; and COO of Ikos Systems, a company that traded on NASDAQ.

For the past 30 years, Gorlick has been a part-time college professor, teaching MBA and undergraduate finance, economics, strategy, and marketing.  His academic research includes risk management, strategic options, and value creation.  He is currently a faculty member and Certified Advanced Facilitator at the University of Phoenix.

 

Business Experience

 

As Vice President and Client Partner of Cadence Design System’s Electronics Infusion consulting practice, he advised clients in the strategic use of electronics to transform non-electronics companies, changing the way they go to market, substantially increasing top line growth, and creating shareholder value. Gorlick was Partner in Charge on two substantial programs to create and nurture clusters of innovation in Georgia and Pennsylvania via “Content Based Economic Development” to attract electronic design jobs. Gorlick also represented Cadence on the President’s Council on Competitiveness in Washington.

Prior to joining Cadence, Gorlick was CEO of Veda Holdings, Inc. a multinational venture funded high tech software company.  Before Veda, and at other times in his career, he has been a strategic consultant in international finance and markets. 

Gorlick has held other senior level positions including COO of IKOS Systems (NASDAQ: IKOS) and VP, Sales and Marketing, at Zycad Corp (NASDAQ: ZCAD), where he was part of the executive team that brought the venture funded start-up through IPO and several mergers. 

 

Corporate Teaching Experience

 

§  Financial Seminars: Continuing Education for Attorneys and CPAs

§  Financial Fitness: Everyday Financial Skills

§  Financial Skills for High Tech Sales Reps

§  Financial Skills for Investment Brokers

§  Risk Management and Real Options for High Tech Executives

       §  Marketing, Sales Management, General Management for clients of Wilson Learning

 

 

University Teaching Experience

 

§  MBA and undergraduate finance, economics, strategy, resource optimization, and marketing at UC Berkeley, University of St. Thomas, Metro State University, and University of Phoenix.

§  Finance for the Non-Financial Manager, a multi-day seminar at UC Berkeley and University of South Florida.

 

Education

§  BS in Electrical Engineering, Rensselaer Polytechnic Institute

§  MBA, University of West Florida

Credentials

§  Accredited Asset Management Specialist (AAMS)

§  Series 7; Series 66; Insurance license

§  Certified Advanced Facilitator, University of Phoenix

Affiliations

§  Board Member, Society of Financial Service Professionals, Tampa Chapter.  Responsible for University Partnership Program.

§  Venice Area Chamber of Commerce

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck