How I can help you

Retired from a 45 year banking career, with over 25 years spent as a senior credit officer responsible for the structuring and approval of credit transactions in consumer, commercial, and private banking.  Armed with a comprehensive knowledge in all phases of lending and credit, I was an SBA certified lender, and was responsible for the underwriting, approval, and administration of a loan portfolio in excess of $1B, with loan authority of $10MM.  

Graduate of the National Instalment Lending School, the National Commercial Lending School, and The Stonier Graduate School of Banking (all American Bankers Association)  - as well as a Certified Financial Planner® - served as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financlal Planner Board of Standards.

Areas of Expertise
  • Business Finance & Accounting
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance

Communication Methods

  • In Person