How I can help you
I have worked in financial services for close to 20 years spanning all lines of business from retail banking to investments and insurance. I specialize in assisting businesses source capital and build their business brand and customer base. Working at a bank, I can offer insight as to what a financial institution will look for when a applying for funding. Having ran a wedding planning business for a number of years, I have experience in designing business plans, marketing plans, communication plans and financial projections. I also partner with a number of organizations and experts in various industries that can be of influence for a prospective or current business owner.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance
- Professional & Business Services
Bachelors of Arts, Ohio University '00; specialties in Marketing and International Business; Minor in Spanish; Master's of Business Administration studies, Case Western Reserve University '01-03; Graduate Advanced School of Banking, Pennsylvania Bankers Association, Penn State University '06.