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, financial oversight, development and fundraising. 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.  I've 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 recently stepped down as the Executive Director for the Kentlands Community Foundation in Gaithersburg, MD, and am currently engaged in the leadership of a project to revitalize the Main Street of Downtown Kentlands. 

 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit

Industry Experience
  • Banking, Financial Services and Insurance
  • Nonprofit, Public and Professional Organizations

Education

MBA: Indiana University, Finance emphasis

BS: Central Michigan University, Business


Communication Methods

  • In Person
  • Phone