How I can help you

I can help with business plans, financial analysis, cash flow analysis, productivity projects, and strategic planning and analysis.  I have 20 years of experience in both small businesses and multinational corporations spanning industries such as financial services, manufacturing, real estate, telecommunications, and technology.  I enjoy working with aspiring entreprenuers that want help analyzing and thinking through a new business idea, as well as with existing business owners that may have financial, strategic, or operations challenges that need a new perspective.  As a former executive at a Fortune 500 corporation, I can pull on my experience working on complex, global challenges to help a small business.  As a leader in a small business, that oversees all finance, operations, back office, technology, and HR processes for a growing wealth management firm, I am very in tune with the challenges that small businesses face and am excited to help new and growing small businesses.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Sales, Marketing & Public Relations

Industry Experience
  • Banking, Financial Services and Insurance
  • Real Estate, Rental Services and Leasing
  • Manufacturing & Mining
  • Technology and Web-Based Services

  • MBA, Stern School of Business, New York University
  • B.S. in Finance, Tobin College of Business, St. John's University (NY)

Communication Methods

  • In Person
  • Phone
  • Video
  • Email