I have over 14 years of experience in Finance and Business Development. As an experienced facilitator, I work with clients seeking M&A Advisory Services including exit planning strategies and capital raising, matching those needs with qualified ***** professionals and their partners (CPAs, financial planners, ESOP consultants and attorneys), thereby ensuring a holistic solution.
I earned a B. Sc. and MBA degree, majoring in Finance and Business Administration. I hold FINRA Series 62, 79 and 63 licenses.