How I can help you
I can help develop the business plan for start-up concepts, establish budgets and create the operations process & procedures. As a subject matter expert to the banking industry (compliance and lending operations), I created a start-up operation for a global consulting company and implemented all operations procedures. I am a Chartered Financial Consultant (ChFC) which is a financial planning designation. I grew up in a family of entrepreneurs going back to my great grandparents and have worked in the self employment environment all of my life.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
Industry Experience
- Banking, Finance & Insurance
Education
Boston University School of Management - Bachelor of Science in Business Administration
American University - Chartered Financial Consultant (ChFC) designation
