How I can help you
Retired from a 45 year banking career, with over 25 years spent as a senior credit officer responsible for the structuring and approval of credit transactions in consumer, commercial, and private banking. Armed with a comprehensive knowledge in all phases of lending and credit, I was an SBA certified lender, and was responsible for the underwriting, approval, and administration of a loan portfolio in excess of $1B, with loan authority of $10MM.
Graduate of the National Instalment Lending School, the National Commercial Lending School, and The Stonier Graduate School of Banking (all American Bankers Association) - as well as a Certified Financial Planner® - served as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financlal Planner Board of Standards.
Areas of Expertise
- Business Finance & Accounting
- Business Operations
- Banking, Finance & Insurance