Meeting Preference: Email, In Person, Phone, Video
Languages: English
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 & Finance
- Business Plan
- Funding/Loans
- Management & Operations
- Strategy Development
Industry Experience
- Accounting & Tax Services
- Manufacturing
- Professional Services