We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English, Spanish
I offer my voluntary assistance to clients in accomplishing their objectives, catering to a diverse range of entities, from Start-Ups to well-established organizations, by imparting banking and financial education. With over three decades of experience in the banking industry, I have consistently provided tailored financial solutions to small businesses. My primary focus is on analyzing and comprehending businesses to develop cash management and lending strategies that facilitate the realization of their financial aspirations. I possess the expertise to equip small business owners with the essential resources required to meet all the financial prerequisites for obtaining credits from both conventional banks and the Small Business Administration (SBA). Throughout my career, I have assisted clients from various sectors, including Manufacturing, Retail, Wholesale, Food & Beverage, Real Estate, and many others.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Cash Flow
- Financial Literacy
- Funding/Loans
Industry Experience
- Accounting & Tax Services
- Food & Beverage
- Manufacturing
- Real Estate
- Retail
- Wholesale