How I can help you
As a former SCORE mentor, senior corporate and commercial banker as well as a registered investment advisor, I can again use my extensive banking, investment and finance experience to assist individuals, small business owners and nonprofits find solutions to the issues they face.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Financing / Capital
- Non-Profit
- Strategy & Planning
Industry Experience
- Other Services (except public admin.)
- Finance & Insurance
- Wholesale Trade
