We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English, Mandarin, Spanish
I can help clients with Financing / Capital, Strategic Planning and Financial Modeling, Pitchbooks and Business Plans, Marketing Strategy, Business Buy/Sell.
Over 40 years of experience in finance including securitizations, project finance, joint ventures, leases and venture capital. Seasoned executive and entrepreneur, having created and invested in multiple successful start-ups. I have provided capital and consulting on capital-raising totaling over $4 billion. I've consulted on business buy/sell for small and mid-size companies. During my career as a financial executive I've reviewed thousands of business plans and pitchbooks.
Some knowledge of Spanish and Chinese. Degree in finance from Wharton School and MBA in finance from NYU Stern School.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Funding/Loans
- Legal
- Management & Operations
- Strategy Development
- Technology
Industry Experience
- Business Consulting & Coaching
- Information Technology
- Professional Services
- Rental & Leasing
