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
