How I can help you

I was a Securities Analyst, Director of Research, and a Portfolio Manager in the Equities Department with the Ohio Public Employees Retirement System. As a volunteer, I teach entrepreneurs how to create defensible projections, building income statements and balance sheets based on specific inputs. Assumptions based on clear reasoning and logical inputs can be discussed, updated, communicated, and used on a daily basis because the numbers tie directly to the metrics used to build the projections. Identifying and following key metrics helps to define an entrepreneur's strategy, measure progress, and increase the odds of success. 

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

Industry Experience
  • Banking, Financial Services and Insurance

Education

I have an MBA and a CFA.


Communication Methods

  • In Person