Communication Methods

  • In Person

How I can help you

I am a hands-on financial executive with more than 40 years’ experience creating business plans and budgets, financing assets and mentoring colleagues to help them achieve their highest potential.  I can help you create or update your business plan, assist with accounting, tax and financial statement questions and provide financial and management advice.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Human Resources & Internal Communications
  • Technology & IT Services

Industry Experience
  • Banking, Financial Services and Insurance
  • Transportation and Warehousing
  • Consulting, Research and Business Services

Education

Stanford University - BA Economics

Golden Gate University - MBA (Accounting)