How I can help you

I have been a Mentor with SCORE since 2009 and was in the Banking and Financing industry for 38 years. My last position was a Team Leader and Senior Vice President for U.S. Bank Dealer Commercial Services.

I work with clients on how to get a small business loan and what are the lender credit evaluation parameters, how to control and understand cash flow, and how to understand financial statements. I also review business plans.

Areas of Expertise
  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience
  • Banking, Financial Services and Insurance
  • Personal Services and Wellness

Education

BS Psychology- University of Oregon.

Accounting and Finance courses at California State University, Fullerton, California.


Communication Methods

  • In Person
  • Phone
  • Video
  • Email