Professional summary

An innovative and energetic leader, skilled communicator / team builder, and adept negotiator with broad strengths in both operations and finance. Proven ability to analyze businesses, their services and products, markets, and growth opportunities, then introduce strategic and tactical solutions that improve competitive performance while increasing revenues and profits. Significant proven track record in hiring and developing successful team members to support the

Engagement overview

Initial discussions with client to understand current need and desired result. We will meet either in person or virtually until both parties agree on the overall objective.  

There is no fee for the initial discussions. At the point that the objective is clear, we will mutually determine if there is a fit to establish a formal business relationship.

Both parties must be fully committed.


CFO for ForwardThink Group, a NY based consulting firm in the financial markets. Managed due dilligence process