How I can help you
- Seven years active duty US Navy as commissioned officer, implemented Total Quality Management in 2 different commands.
- Six years at Texas Instruments Sensors & Controls as production engineer, marketing program manager and new product development project manager. Involved in QS-9000 certification (automotive industry equivalent to ISO-9001).
- Over 17 years as an independent financial planner for individuals and businesses.
Areas of Expertise
- Accounting & Cash Flow
- Strategy & Planning
- Product Development & Manufacturing
- Marketing, Public Relations & Sales
- Finance & Insurance
- Arts, Entertainment, & Recreation
- Professional, Scientific, & Technical Services
- Other Services (except public admin.)
BS - Mechanical Engineering - University of Pennsylvania
MBA - Boston College - Strategic Leadership and Marketing focus
CFP Courses - Boston Institute of Finance (completed 4 of 6)