Providing accounting and bookkeeping services and advice to several small businesses with revenues in the range of $1 million to $1.5 million

A nonprofit organization devoted to raising awareness and finding a cure for pediatric cancer, with a specific focus on osteosarcoma (a rare bone cancer affecting some 400 children annually) and pediatric leukemia.

Co-founded and managed the training and retail operations, building revenue to over $2.5 million. Handled all financial planning and management, along with day-to-day bookkeeping responsibilities. Managed marketing, retail planning, and customer relations for both locations.

Played a key role in a wide variety of strategic planning efforts, including business case analysis and feasibility for new fund launches and fit analysis for acquisition candidates.

Specialized in retail investment and banking services, where key studies focused on affluent needs and service propositions for a leading retail bank and developing marketing processes for turnover to newly created bank marketing department and an evaluation of the impact of an affinity program for a major credit card provider.