GeschäftlichCommercial Lending | Private Banking | Small Business Lending
Branche Finance / Banking / Insurance
Info I assist successful professionals by streamlining their financial services so they can focus on what matters most to them.
My goal is to consistently provide personal, high-touch financial solutions for business owners and professionals including financing, wealth management, and treasury services.
Years on executive management teams have sharpened my team building, leadership, and mentoring skills. My passion is sharing what I have learned through good and bad experiences through training, speaking, and mentorship.