How I can help you
I can help with analyzing and assessing small business needs in the areas of finance, operations and technology.
I have extensive experience working in financial services and management consulting where I have consulted for large and mid-sized organizations. I have developed expertise in financial reporting, general ledger, operational work flows and technology architecture over the course of my career and I can assist small businesses by first understanding requirements and assist with appropriate strategies for successful startup and ongoing operations.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Technology & IT Services
- Banking, Financial Services and Insurance
- Educational Services
- Consulting, Research and Business Services
B.S. Electrical Engineering
M.B.A. Finance and General Management
Chartered Financial Analyst (CFA)