DSC_2166.jpeg
My 27 year career in Business & Finance has taken me from a Chief Operating Officer role on Wall Street to helping small businesses and students become more financially literate, helping them better protect and take control of their financial future in today's ever changing world.
 
Below are just some of the services and topics I can offer you by the hour, semester or short term contract. 

MANAGING PERSONAL FINANCE

Topics covered in personal finance include career decision making, the economy, insurance and risk management, credit, budgeting, banking, saving, and investing.

GET OUT OF DEBT 101

Topics covered include how to organize payments, prioritizing payments, understanding interest and compounding, the snowball strategy, and the power of increasing your payments.

BEHAVIORAL ECONOMICS

Topics covered can include Demand and Supply, Labor and Financial Markets, Consumer Choices, Competition, Poverty, and Macroeconomic perspectives.

ECONOMIC INDICATORS: THE BIG 5 

This topic will focus on the most commonly quoted economic indicators and ensure you come away with a firm understanding of what they are, what they mean and how to use them to your financial advantage.

INTRODUCTION TO ACCOUNTING

This topic focuses on Financial Accounting, measuring the financial performance of an organization using standard conventions towards the preparation and distribution of financial reports. Great for high school seniors who want to get a jump start for college!

INTRODUCTION TO EXCEL

​Learn the key skills to create and edit worksheets, use formulas and functions for math, accounting, and totaling, understand how to analyze data using sort, filter, and formulas. Present data in a usable and professional format with charting, conditional formatting, spark lines, and pivot tables.

For more details on my background, check out my LinkedIn profile HERE

DOWNLOAD MY CURRENT

WORKSHOP GUIDE HERE

>>>