We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English
Retired Certified Public Accountant, Consultant and Business Adviser to small and large companies and their owners/managers/directors/trustees, helping them to understand their financial well being and growth potential. Focused on investment management companies and others such as banks and insurance companies interested in offering mutual funds and other investment products to clients. Also previously an adjunct professor of accounting and presently is a SCORE mentor in Hampton Roads. SCORE clients have included a local newspaper, adventure park, repair services, rental property owners, non-profits and child and elder care businesses.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Government Regulations
- Management & Operations
- Marketing
Industry Experience
- Accounting & Tax Services
- Professional Services