How I can help you
As a financial services professional with over 30 years of experience, I have helped many individuals, families, and businesses pursue their financial goals. My diverse background includes business planning, product development, regulatory compliance, marketing and wealth management. During my career, I have built many successful businesses within global banks and credit unions, and have also worked as an independent consultant for several startup companies. Some of the areas I can help you with include: - Strategic Planning - Business Plans and Pitch Decks - Budgeting and Financial Projections - Developing a Marketing Plan and Social Media Presence - Analyzing the Competitive Landscape
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Marketing, Public Relations & Sales
- Product Development & Manufacturing
Industry Experience
- Finance & Insurance
- Manufacturing
- Professional, Scientific, & Technical Services
