How I can help you
1996 to 2020 Owner/President of financial planning/investment management practice. Major responsibilities personal and small business planning, portfolio management.
2016 to 2020 Board member for private, for profit Ohio based LLC consisting of various private and public investment portfolios
1971 to 1996 President/General Manager of consumer products manufacturing, marketing and distribution business. Major responsibilities: Management of the business. Profit and Loss responsibilities
1968-1971 Controller-consumer products manufacturing, marketing and distribution.
1968 Staff accountant, CPA firm
Areas of Expertise
- Accounting & Cash Flow
- Strategy & Planning
- Marketing, Public Relations & Sales
- Finance & Insurance
- Professional, Scientific, & Technical Services
BBA with major in accounting, University of Cincinnati
Graduate work in business management at Xavier University, Cincinnati, OH