How I can help you

I enjoy assisting with business plans, financial management, and business processes. 

As an entrepreneur and an external advisor, I have worked with organizations ranging from technology startups to billion-dollar utilities and nonprofit foundations. This variety of industry experiences included exec-level positions in finance, operations, program management, and business development.  Generally, I believe in the continuous improvement principles of lean management and that organization's structure and culture are integral to its strategy. The big picture and daily operations have to be in synch to prove effective and long-lasting.

 

Education

Post-Graduate Studies:  1990-1992 University of North Carolina at Chapel Hill (Finance and Strategic Planning)

MBA:  1978-1980 University of California at Los Angeles (International Finance)

BSBA:  1973-1978 Penn State University (Finance)

Certified Public Accountant (Colorado, retired)

Certified Valuation Analyst (NACVA, Inactive)

Certificate in Project Management (Boston University)

Communication methods

In Person
Phone
Video

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