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.  I've developed many presentations, budgets, multi year financial plans,  and capital management and reporting infrastructure frameworks.  

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Non-Profit
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance
  • Professional & Business Services
  • Nonprofit, Public and Professional Organizations

Education

Masters of Business Administration, Seton Hall University

Bachelor of Arts, Business Administration, Concentration in Accounting, Montclair State College

Certified Treasury Professional, Association of Financial Professionals

Chartered Life Underwriter and Chartered Financial Professional, The American College

Candidate for Financial Social Work Coaching Certification, The Center for Financial Social Work

 

 

 

 

 


Communication Methods

  • In Person