Meeting Preference: Email, In Person, Phone, Video
Languages: English
I am a commercial banking executive with an extensive record of high achievement in both industry and consulting. I have sourced, approved and/or led the approval of over $3B of multiple types of loans to over 350 small business, middle market and large corporate borrowers. I have a successful track record of driving profitable growth in both start-up and established operations as an individual contributor and senior manager. I am currently providing debt market expertise in an advisory capacity and working for the SBA as a credit officer reviewing borrower applications. As a former senior credit officer for one of the worlds largest banks, I have evaluated the business plans, strategies, competitive landscapes, operational capabilities and financial performance of manufacturers, distributors, retailers and service companies from a wide variety of industries. During my 30 years of participation in the financial services industry, I have also developed expertise in mergers and acquisitions, business and commercial real estate valuation, business development, marketing and business strategy, and business plan development. Drawing upon a long history of growing and managing client relationships, I look forward to helping you achieve your goals as a SCORE client.
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Contracts
- Funding/Loans
- Human Resources
- Legal
- Management & Operations
- Sales
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Professional Services
- Real Estate