How I can help you
I have over 40 years of experience in the securities industry as an investment banker and hedge fund manager.
I have worked primarily with start-ups and small businesses. I can help with reviewing your business plan and projections. I can help with your strategic planning. As an investment banker and hedge fund manager, I have experience evaluating companies in many different businesses.
I have been a SCORE mentor since 2015.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Financing / Capital
- Strategy & Planning
- Finance & Insurance