How I can help you
I can help SCORE clients in the areas of Finance, Strategy, Planning and Operations. I have 37 years of service at Fortune 500 Financial Services Company, most recently supporting the Chief Investment Office. Ive developed many presentations, budgets, multi year financial plans, and capital management and reporting infrastructure frameworks.
Areas of Expertise
- Accounting & Cash Flow
- Business Plans / Startup Assistance
- Finance & Insurance
- Professional, Scientific, & Technical Services