How I can help you

I can help clients refine their business plan and strategy, review their financial statements, assess potential risks to their business plans and identify practical solutions to manage those risks.

As a banker, I worked with many clients to understand their business strategy and address their financial and risk management needs. I also worked closely with internal clients to help them improve their business processes, understand and manage their risks and make appropriate risk/reward tradeoffs that would help them grow their business profitably. This entailed understanding my client's operating environment, the environmental conditions impacting them and helping them get the right level of information to oversee their business performance. 

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Finance & Insurance

Education

Masters of Business Administration (MBA) - Yale School of Management

Bachelor of Science (BS), Mathematics -  Davidson College


Communication Methods

  • In Person