About Us

As an executive Finance and Operations Leader within the financial services and technology industries, I have built and led the overall vision, strategy, execution, and business planning for high-performing Fintech companies.  I have 10 years experience in student lending and 20 years of banking experience across payments, real estate lending, commercial lending, special assets and consumer lending.

I focus on connecting clients and prospects with our industry and technical experts to help them maximize their financial success. I have over 20 years of experience in the public and private accounting sector and strive to help our clients solve complex financial challenges in industries like construction, real estate, M&A, technology, entertainment, manufacturing and supply chain, restaurant franchises - franchisors and professional services.