How I can help you
Management and hands on experience in the following areas: Business Brokerage, Business Acquisition, Business Exit Planning, Accounting and Controllership functions,Direct mail Marketing, Marketing data base design, Tax Planning, Financial Planning,
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
Industry Experience
- Banking, Financial Services and Insurance
- Marketing, Advertising and Creative Services
- Consulting, Research and Business Services
Education
BA Valparaiso University. Majors in Accounting and Statistics
MBA University of Chicago in Economics and Finance
EPA Exit Planning Advicor
Hold Real Estate Broker Licenses in Midwest
Hold Insurance and Annuity Licenses
