How I can help you

As veteran insurance industry leader, I can help new and current businesses develop and implement Marketing, financial and operating plans.

As a retired CPA, I provide financial management support, business development assistance and regulatory guidance to the financial services sector.

I have had success in forming trusted relationships with independently owned insurance agencies.

 

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Government & Regulations
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services

Education

Bryant College- Major in Accounting

Suffolk University, MBA


Communication Methods

  • Phone