How I can help you
I can help you understand the financial challenges of your business, including understanding financial statements, cash flow management, financial projections and seeking financing.
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. I have 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.
In addition to work experience with several large regional banks, I have served on the boards of directors of many nonprofit organizations in roles including governance, fundraising, financial oversight and economic development. I have been a SCORE mentor since 2016.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Financing / Capital
- Finance & Insurance