How I can help you
I can help improve business performance in financial management, strategic planning and sales leadership in the for profit sector. I can help nonprofits with governance and financial oversight. I help entrepreneurs of all kinds to develop compelling, realistic and actionable business plans. As a commercial banker and financial services executive, I have spent 20+ years in helping businesses of all sizes in structuring and approving optimal financing packages, financial planning, budgeting and forecasting and managing cash flow. Ive served business clients in a wide variety of industries as a trusted advisor on multiple business issues. The last ten years in banking were spent leading relationship sales teams, responsible for revenue growth, expense management, credit risk and coaching of direct reports. Over the years I have served on the boards of directors of many nonprofit organizations in roles including governance, fundraising, financial oversight and economic development. My most recent focus includes nonprofit leadership roles at the Board of Directors and Executive Director level. I currently mentor on Wednesdays by video, using the Zoom platform. New clients must have access to a computer with a camera and microphone to meet with me.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Finance & Insurance
- Professional, Scientific, & Technical Services