Consulting Services for Financial Institutions for Professional Services Programs aimed at the medical and dental profession
| Bankers Trust Company of New York-Metro Region, 1977-1979 |
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| Provident National Bank of Pennsylvania, 1980 |
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| Citibank-Lower Manhattan Midtown Region, 1979-1981 |
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| Citicorp Industrial Credit & Citicorp Business Services, 1980-1982 |
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| New Jersey National Bank (merged into Midlantic Bank), 1982-1983 |
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| The Chase Manhattan Bank of New York, 1981-1982 |
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| Citibank, Professional Service & Business Program, 1999-1991 |
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| Central Jersey Bank & Trust Company of Freehold, New Jersey (merged into NatWest New Jersey and subsequently Fleet Bank) 1992 |
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| Sterling National Bank, 1994-1997 |
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| Israel Discount Bank of New York, 1997-1998 |
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| Bank Leumi USA, 1998-2000 |
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