
Meeting Preference: Email, In Person, Phone, Video
Languages: English
Commercial Equipment Lender who has held positions as a credit analysis, sales manager, region manager, and senior executive vice president for two US based banks and two equipment manufacturers.. Spent most of my career analyzing, financial statements, cash flow reports, business and management plans to ascertain the credit worthiness of potential borrowers and their ability to repay their loans. I know a lot about lending practices and business management. Having been the Sales manager of two fairly large sales forces and the EVP of two large bank finance affiliates has provided a strong knowledge of sales distribution, marketing, and senior management. I have been a Score mentor since 2013 serving the Northwest suburbs of Chicago. I have also lead a monthly class on accounting and its practical business use.
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Business Plan
- Business Structure
- Cash Flow
- Contracts
- Customer Service
- Financial Literacy
- Funding/Loans
- Human Resources
- Management & Operations
- Marketing
- Marketing Strategy
- Pricing
- Strategy Development
- Tax Planning
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
- Construction
- Manufacturing
- Mining, Quarry, & Utilities
- Professional Services
- Real Estate
- Recruiting & Staffing
- Rental & Leasing
- Transportation
- Warehousing
- Waste Management & Disposal


