Below is my background and how I can help you. Feel free to book a meeting on my calendar below
My Background
- Finance & Strategy
- Entrepreneurship
- Personal Finances
For over a decade, I worked for top companies such as General Electric and Vistaprint.
I completed GE's rigorous Financial Management Program in two years, and then moved onto Vistaprint to gain experience with a hyper-growth company.
My experiences included:
Managed $0.5B in operating expenses, headcount and capital investments for GE Energy
Streamlined various GE financial activities, saving time and enhancing efficiencies
Promoted through various challenging roles at Vistaprint
Worked directly with CEO and CFO on various strategic initiatives
Consulted for various startups on financial and operational activities to grow sales, increase profits and increase productivity
Strong people manager that believes in team growth and culture
I've launched two businesses that have scaled over six figures and over 35% profit margins.
My experiences include:
Business planning and strategy
Step by step process to getting a business of the ground
Tactical execution of systems to help get owners out of the "doing"
Sales and marketing to brand a business for growth
Hiring to scale for growth
Processes to document key workflows for your teams
Finance and accounting processes to analyze profitability and productivity
Because of my life experiences, I had to learn how to save so I wouldn't go homeless.
After reading many books, building assets and learning from others, I grew my net worth to over half a million.
My experiences include:
Building strategic budgets with focus on goals
Step by step process to reviewing and analyzing budgets
Building systems to track savings and wealth on auto-pilot
Creating savings allocations methods to place cash in cash-producing assets
Staying accountable on spend, investments and assets
Knowing when to spend and invest
How I can help
Personal Finances
- Free consulting call to determine goals and objectives
- Step by step guidance on savings
- Strategies to grow your net worth
- Alternative ways to make money beyond a job
- Budget setup and creation
- 1-1 support
Business Consulting
- Free consulting call to understand goals, objectives and wants
- Step by step game plan and actions on how to start your business
- Actionable tips and resources to ensure you're taking the right steps
- 1-1 support to help guide you on your journey