How I can help you
I have 44 years of experience in the banking, finance and insurance fields. Having been on the formation team of two community banks in the San Fernando Valley, I assisted in the creation and management of small banks that had as their customers small businesses. This assistance included business finance and accounting as well as sales techniques, marketing and public relations. The mutual support between the banks and their clients insured their growth and provided small businesses with a community partner. Small businesses gave back to the community in the form of charitable activities. During economically difficult times, these community banks worked with clients to overcome slowdowns. The banks were of assistance and occasionally recommended the assistance of the Small Business Administration during such times.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Finance & Insurance