My unique approach to financial management is designed to reveal both insights and opportunities. Building upon a background of National Account Management, Commercial Banking, Brokerage Services, and Senior-Level Financial Consulting, I draw upon a wealth of practical, first-hand experience to benefit clients in the ways that matter most: A broad-based understanding of business finance that achieves defined, sustainable goals.
A common theme linking disparate industries at different stages of development and maturity comes courtesy of an understanding of the flow of every dollar, from sales to expense to operating income. Examined through a lens that is customized for every client and each business, and reflects their unique challenges and competitive advantages.
The result is what I call Functional Financial Management. It’s not merely the numbers, but the story inside the numbers. Customized, relevant, and with a practical utility that can be nothing short of game-changing.
These are also the hallmarks of financial management guidance provided through Business Expedition Partners, the financial consulting firm I founded to offer clients around the world specialized financial consulting. From start-ups to mature companies, it is an honest, hard-working, unrelenting attention to detail that delivers results exceeding expectations.