STAFF BIO

Seasoned strategist, policy maker and advisor to ownership, private wealth, executive management and the board, with demonstrated entrepreneur’s lens for innovation. Providing brand quality professional management. CPA.

Practiced leader with extensive experience governing strategic organizational decision making, corporate finance practices of public and privately funded companies and wealth management counsel. Expert at conveying complex finance, operations, economic and capital markets details, in plain English, to stakeholders, investors, cross-functional leadership, their staff and the lay person, toward fulfillment of client objectives.

Credentials developed from comprehensive experience across four principal practice sectors of the business spectrum: (i) KPMG (client financial services), (ii) US Securities & Exchange Commission (capital markets), (iii) Corporate executive staff and (iv) Independent Practice. Twenty-five years providing independent strategic advice to ownership, executive leadership and private wealth.