Meeting Preference: Email, In Person, Phone, Video
Languages: English
I am a recently retired financial executive with 40 years of experience in the corporate world. My experience includes structured finance, treasury management, contract negotiation, financial planning and complex financial modeling. I can help SCORE clients with developing their business plans, setting up their budgets and obtaining loans.
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Financial Literacy
- Funding/Loans
- Tax Planning
Industry Experience
- Accounting & Tax Services
