How I can help you
As a commercial banker for 25 years and a federal regulator for 18, I've evaluated financial statements, business and strategic plans, sales and financial projections, budgets, management, etc. for all size companies from very small to very large in many industries. As a result, I can provide a unique and comprehensive perspective and as a result have the ability to help guide our clients toward their individual and business goals.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
Industry Experience
- Banking, Finance & Insurance
Education
Bachelor of Science, Finance and Accounting - California State University, Hayward, California
Commissioned Examiner, Federal Reserve
