Privacy and Security Compliance

As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation you can have a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a passionate team of professionals at Generational Equity. With a wealth of experience across a vast range of industries no one understands business owners like we do. Click Below to Register for Our Conference or Watch A Conference Highlight Video

ymous Responsible for Revenue Detective. A product that will uncover those anonymous visits to your webpage that are not entered on your landing page. Our research shows that 98% of your visitors do not.

Senior Advertising Consultant for Ai Yellow/Ubiz.Brand development, web site traffic growth, web site UI and advertising revenue. Developed brand strategy and statistics systems.•Strategic Consulting, including business plan & sales strategy development

• Engage C level executives and provide them with an understanding of the benefits of a Professional Employer Organization (PEO)• Determine if the cost of Workman’s Compensation Insurance can be reduced• Explain the value of outsourcing time consuming HR functions

• Engage C level executives on a daily basis• Explain the benefits of using outside consultants to uncover issues hindering operations and profitability• Increase sales through contact marketing and market research.

• Engage C level executives to facilitate business with the Government Services Administration (GSA)• Educate first and third party debt collection agencies and law firms about the importance of compliance with statutes of the Fair Debt Collections Act(FDCPA)• Market a cloud based training and assessment platform for collectors, to instill the importance of compliance in an effort to avoid violations of the statutes.

• Managed several six and seven figure diversified portfolios that experienced at least 15% annual growth over the course of five years• Selected and monitored investments in stocks, bonds and mutual funds• Conducted company research and analyzed profiles• Earned a reputation for superior customer service that resulted in strong referral business• Achieved 1st. Vice President title as a result of $560,000 in commissioned sales