How I can help you

Expert in banking, finance, start-ups and on-going businesses.  15 years in banking, primarily in operations, retail banking and cash management services. 25 years in management consulting primarily for various banking organizations to include (banks, savings banks, credit unions, mortgage companies,and credit card companies) and cash & treasury management consulting to companies. Consulting areas included IT, operations, retail banking, treasury management, personal/mortgage/commercial lending origination and operations.

He has been a SCORE mentor for over 15 years, assisting a variety of start-up and existing businesses.  He has assisted clients with business planning, bank and SBA loans, marketing, and business operations.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

University of Missouri - St. Louis - BA in Business Administration (marketing & finance) University of Wisconsin - Madison - Graduate School of Banking Northwestern University - Chicago - Executive Management Program


Communication Methods

  • In Person
  • Phone