How I can help you
My main experience is in business finance and cash flow analysis. Starting as an financial analyst , I became a "mid-market" Bank based loan officer, assisting companies in borrowing up to $50 Million. My areas of lending experience was in retail, hospitality, manufacturing, commercial real estate and distribution industries.
After 15 years I exited Commercial lending and struck out on my own, first owning a construction products business, and after that business was successfully sold, then owned and operated a Interior Plant care business in Tucson Arizona-which later was merged into a similiar sized local competitor in the industry, resulting in the formation of the largest plant service business in Southern Arizona. This company was sold in 2018 to local ownership. Since then, I have continued to manage our family's commercial and residential real estate holdings in Arizona and Colorado.
I have always understood the flow of capital/cashflow in the success of the business and i am acutely aware of the value of listening, problem analysis and problem solving. I love one on one consultation and thrive in this setting.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Banking, Finance & Insurance
1984 Bachelors Degree: University of Arizona, Business Management, Majored in Finance.