How I can help you
As veteran insurance industry leader, I can help new and current businesses develop and implement Marketing, financial and operating plans.
As a retired CPA, I provide financial management support, business development assistance and regulatory guidance to the financial services sector.
I have had success in forming trusted relationships with independently owned insurance agencies.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Government & Regulations
- Business Operations
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance
- Professional & Business Services
Bryant College- Major in Accounting
Suffolk University, MBA