How I can help you

I can help business performance in sales, finance, and operations.

As a regional manager and financial services executive, I have helped countless businesses with issues such as business planning and strategy, cash flow and financial management, recruiting and training, HR related issues such as compensation and performance management, sales process and training, large-scale program management, and office relocations.  In addition, I facilitate strategic planning sessions for leadership teams.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Restaurants and Hospitality
  • Consulting, Research and Business Services
  • Nonprofit, Public and Professional Organizations


Masters of Business Administration – University of Connecticut

Bachelor of Science in Industrial Economics – Union College

Certified Financial Planner

Communication Methods

  • In Person
  • Video