How I can help you
I can help improve business performance in business strategy, regulations and finance.
As a certified public accountant (CPA), banker and management consultant, I have helped small businesses in the areas of business strategy, regulations and finance. I can assist you in developing a comprehensive business plan; establishing the proper legal structure for your business; and advising on regulatory matters such as licensing and taxes.
In finance, I can provide guidance in developing operating budgets, record-keeping systems and measurements for monitoring your business performance. And as a former banker, I can advise you in evaluating sources of funds for your business, including financing alternatives.
In addition to my professional activities, I have served on the Board of Directors of several nonprofit organizations including: a charitable foundation, regional hospital, homeless shelter, homeowners association, private school, radio station, among others. I have also served as an instructor for accounting and businesses courses at a local college.
Audit Partner with Ernst & Young, one the 4 largest public accounting firms. In this role, I served businesses operating in the banking, manufacturing, nonprofit and service industries.
Executive and Chief Risk Officer for three multi-state community banks, all of which specialized in small business lending and other commercial services.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Government & Regulations
- Banking, Financial Services and Insurance
- Consulting, Research and Business Services
- Nonprofit, Public and Professional Organizations
BBA University of Massachusetts