How I can help you
I can help you strategize and build a plan for your business, think through your marketing approach, or manage your cash flows. My professional background is business and financial/risk management for financial businesses. Most recently, as the financial member of a senior management team I focused on identifying key business goals and related business risks and on designing the strategies for achieving those goals while managing risks. As a SCORE mentor, I can help you apply these skills to your business - or your start-up idea.
I am also able to provide information regarding applying for PPP loans and loan forgiveness.
Areas of Expertise
- Business Strategy & Planning
- Business Operations
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance
B.S. degree from Bates College (1970); majored in physics and mathematics. Professional certification as an Actuary; member of the Society of Actuaries and American Academy of Actuaries.