Mr. Ehrlich has been involved in the financial services industry throughout his entire career. Currently he markets the services of Houlihan Valuation Advisors to professionals and corporate executives in the Mid-Atlantic States, specializing in employee stock ownership plans.
He has participated in the strategic development, and directed the implementation, of three bank annuity and insurance programs, resulting in earnings over $3 million in fee income for the banks during the first full year of operation. He has also supervised and executed the training of bank personnel and developed a sales culture using bank personnel as salespeople.
Mr. Ehrlich’s experience also includes: (1) Senior Vice President for Marketing and Corporate Development of a national financial holding company listed on the American Stock Exchange, where he developed marketing plans and participated in the development of special financial products; (2) Vice President of a NYSE member firm responsible for establishing a division to handle the marketing of specialized financial products and investment banking for initial public offerings; and (3) a demonstrated history of working in the financial services industry, skilled in Investor Relations, Mergers & Acquisitions (M&A), Corporate Governance, Start-ups, and Leadership.
Throughout his career, Mr. Ehrlich has been involved with Congressional, Senate, Gubernatorial, and Presidential Campaigns and served as VIP Chairman at a Vice Presidential reception at the Smithsonian Museum.
Mr. Ehrlich’s education includes Horace Mann and New York University. He is also a veteran of the United States Army.