How I can help you

I can help you to analyze and assess your business needs in the areas of finance, operations, and technology.

My expertise includes financial management, operational control, and business strategy. I have worked in management consulting for a big 4 accounting firm, as well as founded a successful consulting startup in finance technology.

As a senior level strategy professional, I have extensive experience in banking, finance, capital markets, fixed income, derivatives, and technology. I have extensive experience consulting to large and mid-sized organizations, and have developed expertise in financial reporting, general ledger, operational work flows and technology architecture. I assist businesses by first understanding requirements and devising appropriate strategies for successful startup and ongoing operations.

I am passionate about sharing my experience and knowledge. Give me a call.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Educational Services
  • Consulting, Research and Business Services

Education

M.B.A., Finance and General Management

 

B.S., Electrical Engineering

 

Chartered Financial Analyst


Communication Methods

  • In Person