Managing Director
Master Financial Services
Destin/Fort Walton Beach, Florida Area
Experience gained from over 30 years of helping executives, entrepreneurs and companies excel is available to assist 'you' identify and achieve your objectives. Have provided consultant and client services to community banks such as TN Bank & Trust, TN Commerce Bank, Franklin National Bank and major banks such as Wachovia, BOA, First Union, WF, AmSouth, BB&T and others. Since 2007 I have also provided consultant services performing audits/surveys of manufacturing plants in SE Asia which has included many trips to China. During the 1990s, as National Account Manager for the Pioneer Eclipse Corp., my work included calling on and consulting with all the major chains in North America working with them at the executive and board room level. Under my direction, we introduced "bundling of services" and a nationwide certification program which became the standard for our industry. With many radio and TV interviews to my credit and services as a guest instructor at the college level, I have reached out to 1,000s with the positive message that you can & must be informed so that you can ... "Manage Your Own Personal Retirement Account (PRA)". See my 2008 best selling book, "Fire Your Financial Planner".My current focus is on providing consulting services in the financial services sector to community banks, credit unions, mortgage banking operations and others. We respond to RFPs regarding staffing issues, organizational/operational reviews, process improvement, and analysis of mortgage software IT solutions.