How I can help you
I can help you start up your business and guide you through the formation and registration process and the development of a compelling business plan. I can help you recognize and understand (1) your business strengths and how to lever them, (2) your weaknesses and how to improve upon them, (3) your business opportunities and how pursue them, furthering your business operations and performance, and (4) the threats to your business and how you can address or mitigate them effectively.
As a product of an entrepreneurial family, with a multimillion-dollar business operations in New York City, I understand the family, social and unique management dynamics of a closely held company.
I have a passion for assisting companies to achieve superior results for their stakeholders and has both the formal business education, broad-based experience in finance, operations and systems within a global, corporate and small business environment to effectively add value to your firm. Throughout my career I have counseled other executives and drove change, enhancin the performance of the respective business unit. I have a proven track record for devising and implementing strategies and developing modern and efficient business infrastructure. I helped grow a business internationally (import/export) opened markets outsde the United States, rehabilitated an insolvent company, developed business systems and internet applications and addressed regulatory challenges.
I am currently a board member for a real estate investment company in New York City, a board member for the non profit PULSE Center for Patient Safety and Advocacy, a mentor a Hofstra University School of Business and a mentor on LinkedIn.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Human Resources & Internal Communications
- Technology & IT Services
- Banking, Financial Services and Insurance
- Technology and Web-Based Services
- Consulting, Research and Business Services
- International Trade, Imports / Exports
- Nonprofit, Public and Professional Organizations
- Health Care and Life Services
MBA – Master of Business Administration, Finance Regis University – Denver, CO
BBA – Bachelor of Business Administration, Finance Hofstra University – Hempstead, NY
Insurance Executive Development Program| The Wharton School of the University of Pennsylvania
Life, Accident and Health Insurance Agent/Broker License, New York
FINRA Series 6 Registered