Learn About Your Business

  • Collect information about the client’s business to make informed recommendations
  • Perform initial assessments for each client before the project begins
  • Understand client’s needs and wants
  • Perform research using shadowing, interviews, surveys, reading reports etc.

Financial Support for Your Business

Provide Solutions

Plan, organize, and manage business projects

Work on projects related to recruiting, payroll, production, budgeting, promotional compaigns etc.

Continuosly recommend solutions for improvement

Develop detailed business plans

About Me

  • Over 25 Years of Banking Experience
  • BS in Finance from LSU
  • Critical Thinker, Problem Solver, Proven Negotiation Skills
  • Great Communication and Interpersonal Skills
  • 20 Years of Experience Assessing Clients’ Needs and Making Appropriate Recommendations
  • Proficient in Business Management Software such as Quickbooks