I can help clients by consultation, advisory, and lecturing.
I can help clients by consultation, advisory, and lecturing.
I have a lot of experience in working with small business owners and have intimate experience in several different industries and professions.
I am a business strategy advisor with expertise in sales and channel effectiveness. I help entrepreneurs launch and grow their businesses.
My area of expertise has been devising pricing strategies and conducting thorough market analysis to drive revenue growth and maximize profitability. I also have expertise in strategic planning, financial modeling, budgeting, revenue growth, and marketing analytics. I have provided guidance and advice in multiple industries including financial services, manufacturing, environmental, and engineering services. I also helped acquire, operate, and sell a healthcare practice.
My background is in healthcare management with specific expertise in strategic planning, business development and corporate real estate. I possess a comprehensive understanding of the healthcare delivery system, strategic market analysis and corporate real estate including site selection, financial analyses, transaction management, facility design, budgeting and construction project management.
SBA Business Development Officer and have assisted clients in all aspects of their business from the inception, start-up point, growth in business to selling/buying business etc. Been in the Banking Industry for 25 + years and have held various positions from Portfolio Manager, Operations, Underwriting Loans, Inside Buyer, Senior Credit Risk Officer, Credit Analyst. SBA Business Development Officer and to now a Senior Commercial Lender (handling Conventional; SBA Lending and Construction Lending).
Mentoring on business develpment.
Be a sounding board on your business plans whether it is getting started, shifting strategy, designing products or growing revenue. Review existing plans, budgets, and marketing to ensure they hold together and set you on a successful path. Provide encouragement as you build your business.
CONSULTANT, BUSINESS STRATEGY DEVELOPMENT, RELATIONSHIP MANAGEMENT, THOUGHT LEADER
Strategic, multifaceted business professional offering extensive, in-depth experience developing relationships and solutions for top-tier U.S. services institutions. Strong evaluation and planning skills, as well as expert management of corporate development activities. Entrepreneurial approach to drive improved business results through analysis and process improvements.
Core Competencies:
I have an MBA from California Lutheran University with an emphasis in Finance. My main priority is helping my clients with Business Development, Financial Structure, and General Business knowledge to succeed in the modern tech-savvy world.
Tengo un MBA de California Lutheran University con énfasis en Finanzas. Mi principal prioridad es ayudar a mis clientes con Conocimientos de Desarrollo Empresarial, Estructura Financiera y Negocios en general para que tengan éxito en el mundo moderno, conocedor de la tecnología.
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Funded, in part, through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.