How I can help you

I can help you improve your understanding of how the assumptions you developed can impact present and future profits and cash flow.

As someone who worked for the Standard & Poor's credit rating agency, and at one of the world's largest banks assisting its clients in developing and presenting their financial plans to agencies, I have analyzed and helped numerous companies in raising capital.

Since leaving the corporate world, I have become a consultant in a small partnership with former bank colleagues. My background has allowed me to continue my career working with companies and to participate in workshops and on panels at conferences to further opportunities to grow my partnership.

I also served on the finance committee of the homeowners association at my former residence.

As a SCORE mentor, my goal is to provide whatever knowledge I've obtained throughout my career to assist existing businesses meet their objectives and provide advice to new entrepreneurs.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning

Industry Experience
  • Banking, Financial Services and Insurance
  • Consulting, Research and Business Services

Education

BS in Business Administration from NY Institute of Technology and an MBA in Finance from St. John's University


Communication Methods

  • In Person