Director
CurrentI embarked on my professional journey with a solid educational foundation, earning an undergraduate BA degree in Economics from Amherst College and an MBA from the Stern School of Business at NYU. I started my career at a prestigious public accounting firm, where I honed my skills and obtained CPA certification in New York.After gaining valuable experience in various accounting roles, I moved on to new challenges beyond traditional accounting and taxation - transitioning into the… Show more I embarked on my professional journey with a solid educational foundation, earning an undergraduate BA degree in Economics from Amherst College and an MBA from the Stern School of Business at NYU. I started my career at a prestigious public accounting firm, where I honed my skills and obtained CPA certification in New York.After gaining valuable experience in various accounting roles, I moved on to new challenges beyond traditional accounting and taxation - transitioning into the dynamic world of Wall Street, focusing on Institutional Sales and Trading. This move allowed me to develop a keen understanding of financial markets and investor needs.Leveraging this diverse experience, I later established a consulting practice specializing in assisting entrepreneurs by crafting comprehensive business plans and strategies to secure startup and early-stage funding, primarily from private venture capital investors.In recent years, I further diversified my business portfolio venturing into franchise ownership, launching a remote accounting and bookkeeping service and establishing a service to bring capital providers and businesses in need of capital together.These latest endeavors not only provide access to capital and high-end accounting services, but also offer clients the benefit of my extensive and varied business expertise.Throughout my career, I have demonstrated adaptability, entrepreneurial spirit, and a commitment to leveraging a diverse skill set to benefit my customers and clients alike. Show less
