How I can help you
Expertise: business plans, financial modeling and projections, business analysis, strategic planning, analyzing competition, leadership, turnaround issues, franchising decisions, acquisitions and divestitures, macro-analytics, presentations, economics.
Primary Businesses/industries: Investment Banking/Management/Financial Services, Restaurants/clubs/bars, Railroad & Transportation, Oil & Gas, Consumer products.
Secondary Businesses & Industries: Health Care, Pharmaceuticals/Medical Devices, Food & Beverage, Winery, Retailing.
As a former stock analyst and portfolio manager, I evaluated hundreds of companies across every industry. Expert capabilities in evaluating a business, discovering its strengths/weaknesses, how external factors can affect it, and identifying the critical elements that management must focus on to succeed.
Areas of Expertise
- Business Finance & Accounting
- Business Strategy & Planning
- Business Operations
- Sales, Marketing & Public Relations
- Banking, Finance & Insurance
- Accommodation & Food Services
- Professional & Business Services
1981 MBA - Finance, University of Oregon.
1975 BA - Hotel & Restaurant Administration, Washington State University.