Meeting Preference: Email, In Person, Phone, Video
Languages: English
Discussing new business ideas, connecting them to resources available through SCORE, and helping to build financial acumen--understanding their financial statements, why each component is important, creating projections. Also, since I was a banker for > 30 years, I understand how a lender will look at a business applying for a loan, and I can help the potential borrower anticipate concerns and prepare.
Areas of Expertise
- Accounting & Finance
- Budgeting
- Business Plan
- Cash Flow
- Customer Service
- Financial Literacy
Industry Experience
- Business Consulting & Coaching
- Nonprofit
