Meeting Preference: Email, Phone, Video
Languages: English
I have 48 years of experience in the commercial banking business lending money to all kinds of privately held businesses including startups. I am experienced with evaluating business plans, analyzing financial statements (business accounting and cash flow management) and loan structuring. Over the years customers have both bought and sold businesses that required financing. I have CEO experience, having run two banks so I understand budgeting, strategic planning and the importance of having a mitigation plan in place when market events go against you. I have gone through four major recessions which have taught me how to be prepared and maximize loan collections from troubled companies. I worked in a troubled bank from 2009 to 2017 so I have experienced the pressure management feels in turning around an unprofitable company. I have experience in the nonprofit “world” having served on seven nonprofit boards over the years and I sit on the board of the fourth largest healthcare company in the US.
Areas of Expertise
- Accounting & Finance
- Business Plan
- Management & Operations
Industry Experience
- Accounting & Tax Services
- Professional Services
- Wellness, Healthcare, & Home Health