How money works: Providing financial literacy and tools to map one's financial life and stay on track.

Financial needs analysis, financial planning, financial goals mapping, risk management, wealth management, retirement planning, financial strategy, estate planning. Specialist in obtaining higher than market returns with lowest risk.

General business consulting. Capital development, financial controls, IP protection and marketing.

Managed a portfolio of 500 commercial real estate loans throughout the U.S. Loan size averaged about $900k on properties that included office buildings, medical facilities, retail buildings, warehouses, distribution centers, hotels, golf courses, entertainment and recreation facilities, long-term care facilities, education facilities, and a broad range of owned-occupied commercial properties. All aspects of loan servicing included annual financial analysis, collections, property tax tracking and escrowing, insurance monitoring, inspection reporting and deferred maintenance follow-up, documentation repair, loan modifications and assumptions underwriting, covenant defaulting, classified loan remediation, and workout.

Manufacturer of colorants and additives for thermoplastics. Grew sales to $10M annually. Developed breakthrough technology for olefin and engineering grade plastic coloration. Built new 45,000 s.f. plant with automated storage and dispensing system. Acquired other businesses. Negotiated IP licensing agreements.