How I can help you

My main expertise is in business plan development, managing cash flows and helping with pricing models and pricing your product. My main expertise is with business plans, pricing, budgeting, and cash-flow.I worked for the United States Postal Service for 30 years, ultimately becoming the financial controller for Northern California. In that job I managed 65 employees with 15 managers and professional staff. I had oversight for timekeeping, accounting, statistical testing, auditing, and a budget of over $800 million. My background in the delivery business has allowed me to see all phases of an enterprise, and I have particular expertise in budgeting, finance and cashflows. No matter what size your business is, you must be able to manage your cashflow. At USPS I developed and presented a highly popular series of financial education seminars. My expertise in teaching as well as in financial analysis and planning should be helpful to business owners who need to align their business plan with their personal financial goals. In dealing with those starting a new venture, I try to ask: How does starting this new venture fit into your lifetime personal and financial goals? By constantly reminding yourself about why you are doing this, you can help do the important things to achieve your goals. 

At SCORE I teach seminars in "How to Write an Effective Business Plan" as well as"Pricing Strategies". Both are geared towards the start up business and deals with all aspects of the business model.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Government Contracting
  • Marketing, Advertising and Creative Services
  • Consulting, Research and Business Services
  • Nonprofit, Public and Professional Organizations

Education

B.A.,University of Illinois in Personnel Management; Certificate in Financial Planning from University of California, Berkeley


Communication Methods

  • Phone
  • Email