Meeting Preference: Email, In Person, Phone, Video
Languages: English
I have devoted my career to helping both for-profit and non-profit businesses grow and become more successful. As a banking professional, I have worked with small and large revenue clients, assisting them with their business plan, corporate governance, cash flow analysis & business strategy.
Entrepreneurs have a vision, talent and dedication to their craft, business. I can help vet business concepts and financial information through the lens of banker and a financial professional. I have assisted service related companies, retailers, manufacturers, real estate investors, internationally focused companies and health care related outfits hone their business model and helped them find financial solutions for their expanding enterprises.
Business success takes many attributes, including unique concepts, planning, hard work…and some good fortune.I am available and eager to help unlock your vision for growth!
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
- Manufacturing
- Nonprofit
- Real Estate
