Fee based financial planner for asset management & tax consulting firm. Private Client Advisory Services: Focused institutional income based portfolios utilizing strategies incorporating bonds, bond like instruments (Preferreds, REITs, BDCs) and dividend paying equities.Tax Preparation & Tax Planning Services: What's the difference between tax prep and tax planning? Tax Preparation documents the past, whereas Tax Planning is proactive and creates the future by identifying all the legal, moral and ethical advantages that the tax code allows to reduce your current and future income taxes. Assisting businesses and HNW families structure and plan their finances to minimize the tax impact while staying in compliance with the ever changing tax code. When was the last time your accountant said "I have an idea that can save you $10k this year and every year thereafter on your taxes?" (Reactive vs Proactive).Financial planning, asset management and tax strategies for high net worth investors and business owners.

Providing oversight and strategic direction for the public/private economic development organization.Focused on the recruitment and attraction of targeted industries (pharma/bio, medical device, contract manufacturers/packagers, light industrial, and R&D), as well as the retention and expansion of existing businesses (BRE) within Grayslake and Lake County, IL.I am your bridge between Village, County, State incentives and local site opportunities. Developers, commercial brokers and site selectors partner with me to ensure that the relocation or expansion of their clients businesses are done in a manner that is a win-win-win for the business, municipality and the broker/developer.Strategic and tactical services to the Village have included; development and promotion of RFQ, RFI and RFP for developer interest, creation of a comprehensive marketing plan for economic development business attraction & retention (BRE), SWOT analysis, Leakage / Surplus Retail studies, feasibility studies, market analysis and recommendations for incentive programs.

Charged with leading the sales, marketing and business development for a national consulting firm to the pharmaceutical and FDA regulated industries.With a background in strategic planning, business development, project leadership and finance, I bring a unique perspective to the pharmaceutical industry. My approach of identifying ROI and business value in projects turns these initiatives from a perceived cost into a strategic investment. My PharmTech team develops strategy and provides project management & resources in areas related to IT, Quality, Serialization, Manufacturing, Packaging, Distribution and Supply Chain.We take an end-to-end product traceability life cycle view and can identify and remove the pain points associated with the movement of product and data. Recent client projects include:-Gap Analysis-Serialization program management-User requirements-Independent vendor selection-Trading partner integration-Data flow architecture-GS1 standards-EHR & EMR integration for pharma manufacturer

Oversaw investment sales for 4 branches with assets in excess of $200,000,000.Led and trained bank and brokerage staff on cross-sell opportunities and leveraging relationships for increased profitability & customer service.

Wealth management and investment banking.

Responsible for all financial/sales/operational reporting.Managed all intermediary relationships with outside professionals; banks, insurance, lending and accounting.