How I can help you

I work with clients in the process of business creation, or helping them refine existing business plans and objectives.  I help them develop the structure to their ideas.  I show how to take your ideas and create business plans, and work through strategies to get you to the next level.

I am expert in developing business plans, budgets, feasibility, and focusing on sustainable growth strategies.  I also have the expertise in risk analysis/remediation strategy, and process flow analysis.

I have a career as a senior-level leader of technology delivery at several large financial institutions.  My area of specialty was Consumer Banking and unsecured lending products.  

Industries: Financial Services, Banking, Credit Cards, Payments

Expertise: Business Planning, General Management, Budgeting / Financial Planning, Project Management, Outsourcing, Information Technology (IT), Strategic Planning, Process Mapping / Reengineering, Results Management, Transformation

 

Areas of Expertise
  • Business Strategy & Planning
  • Business Operations
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Technology and Web-Based Services

Education

Masters of Business Administration (MBA) -  Rutgers University

Bachelor of Science in Finance  - The Pennsylvania State University

 


Business Creation, Business Planning, Strategy, Financial Plan, Organization, IT

Communication Methods

  • In Person
  • Phone
  • Video