How I can help you

Helping clients to answer the following questions: how do I grow my business, business planning, establishing goals, sales objectives with measurable action plans, financing and funding solutions, capital injections versus subordinate debt.

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

Industry Experience
  • Banking, Financial Services and Insurance
  • Marketing, Advertising and Creative Services
  • Consulting, Research and Business Services
  • Nonprofit, Public and Professional Organizations

Education

Bachelors of Science, Finance from University of Nebraska, Lincoln 2000

Professional designations: Chartered Leadership Fellow (CLF), Life Underwriting Training Council Fellow (LUTCF), Financial Services Specialist (FSS) from The American College, Bryn Mawr, PA


Communication Methods

  • In Person
  • Phone