How I can help you
During my 20 years with Morgan Stanley, my job was to help individuals and families develop and achieve their financial objectives. We worked together outlining what they wanted to achieve, how they were going to meet their goals, their resources, timeframe and likelihood of success.
In otherwords, developed a personal business plan for them and how to finance it.
Areas of Expertise
- Accounting & Cash Flow
- Strategy & Planning
- Marketing, Public Relations & Sales
- Finance & Insurance
- Professional, Scientific, & Technical Services
Rochester Institute of Technology, Bachelor if Science, College of Business Concentration in Finance and Administration.