Meeting Preference: Email, Phone, Video
Languages: English
My career began with a large Calif. bank and evolved into a passion to help clients with their array of problems and goals via small community banks. Strongly recommend that the smaller community and local banks offer better service, quicker loan decisions and a sincere interest in helping their customers achieve their goals.
This multifaceted background contributed to many long-term relationships where a mutual trust was the center piece of the relationship. Straightforward communication is critical to develop trust on both sides of the table.
* Experienced in: construction, contracting, manufacturing, medical, distribution, legal & professionals, aerospace, sports & education.
* Offered: lines of credit, cash management services, term (equipment) loans, Letters oif Credit, Merchant credit
card processing and typical checking account products. Familiar with SBA financing.*
* Strengths- straight forward, honest two way communicate.
staff communications, etc.
* Timely communication with senior leadership, including CEO, CFO & COO , to outline goals, pitfalls to reaching them, success and failures of the company operations. DON'T HIDE IT FROM YOUR BANKER!
* Upon Retirement after 39 years, subsequently joined a founding Board of Directors of a start up bank in Arizona. Served in many senior board capacities, including Chair of Loan Committee..
* Have enjoyed nearly 5 years of volunteering my time and knowledge to hundreds of SCORE clients. I love what I do.
Areas of Expertise
- Accounting & Finance
- Bookkeeping
- Budgeting
- Business Plan
- Business Structure
- Cash Flow
- Customer Service
- Financial Literacy
- Funding/Loans
- Management & Operations
- Tax Planning
Industry Experience
- Accounting & Tax Services
- Business Consulting & Coaching
- Construction
- Education
- Manufacturing
- Real Estate