How I can help you

I was a Securities Analyst, Director of Research, and a Portfolio Manager in the Equities Department with the Ohio Public Employees Retirement System. I teach entrepreneurs how to create defensible revenue and cost projections, building income statements and balance sheets based on specific inputs. An income statement is the first step to creating a business plan; the numbers are the basis for the information that appears in each section of the plan. Identifying and calculating key analytical metrics demonstrates to the client the value of knowing and using their numbers. Thinking in a businiess way and making decisions based on potential profitability is the best way to define an entrepreneur's strategy, measure progress, and increase the odds of success. 

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

Industry Experience
  • Banking, Finance & Insurance

Education

I have an MBA and a CFA.


Communication Methods

  • In Person