How I can help you

I can help new and existing businesses and Non-profits to develop strategies, business, financial, and operating plans. I spent over 30 years in Financial Services with expertise in Payments, Retail Banking, Business Banking, Store Distribution and Human Resources. As an independent consultant with a large coffee company, my team introduced the loyalty program and mobile payment platform now recognized as one of the best in the US.  I’ve served on numerous non-profit Boards and was the Executive Director of one that was able to recover from a major financial setback.  My spouse and I currently operate a Small Business focused on Relationship Intelligence training and assessment.  I really enjoy coaching, mentoring and helping people achieve their career and business aspirations.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations
  • Human Resources & Internal Communications
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

- Pacific Coast Banking School

- Singularity University


Communication Methods

  • In Person