How I can help you

- Seven years active duty US Navy as commissioned officer, implemented Total Quality Management in 2 different commands.

- Six years at Texas Instruments Sensors & Controls as production engineer, marketing program manager and new product development project manager. Involved in QS-9000 certification (automotive industry equivalent to ISO-9001).

- Over 17 years as an independent financial planner for individuals and businesses.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Manufacturing & Product Development
  • Supply Chain Management
  • Business Operations
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Home or Personal Maintenance Services
  • Arts, Entertainment & Recreation
  • Manufacturing & Industrial
  • Professional & Business Services

Education

BS - Mechanical Engineering - University of Pennsylvania

MBA - Boston College - Strategic Leadership and Marketing focus

CFP Courses - Boston Institute of Finance (completed 4 of 6)


Headshot of Mentor Lou Leyes

Communication Methods

  • In Person
  • Phone
  • Video