How I can help you
I have over 18 years’ experience with SCORE in mentoring small businesses. I specialize in how to write a business plan, a subject I taught as an Adjunct Professor at the Graduate level. The process of writing of a business plan has evolved significantly in the past few years. I can introduce you to new techniques using business modeling and lean startup concepts which make the writing of the business plan more efficient which results in better organized and more effective content.
In my years with SCORE I have mentored hundreds of clients in their startup efforts and helped many write their business plan to secure financing.
My career includes 35 years in the Insurance Industry and I hold the professional designation “Accredited Advisor in Insurance”. Concurrent with that, for over 12 years I was a part owner of a very successful small business employing over 15 workers so I can relate to the challenges that a typical small business owner is facing.
I have served on the Board of Directors of two IT companies and a large marketing company. My education includes a degree in accounting, an MBA in Marketing and an Associate Degree in Information Technology.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Banking, Financial Services and Insurance
- Nonprofit, Public and Professional Organizations
BS in Accounting MBA in Marketing Associate in Information Technology