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. My own small business is an SBA Certified Woman Owned Small Business and I can help you through the certification process. I also recently started a non-profit organization and can assist in this area as well.
Areas of Expertise
- Business Plan
- Management & Operations
- Marketing
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Professional Services
