Highly accomplished visionary executive with extensive experience in tax/financial planning and management, operations management, human resources, and strategic planning with both startup and world-class growth organizations.
Highly accomplished visionary executive with extensive experience in tax/financial planning and
management, operations management, human resources, and strategic planning with both startup and
world-class growth organizations. Results-oriented, decisive leader, with proven success in team building,
staff motivation, and executing effectively against company goals and budgets. Helped AXA develop a
world class financial planning operation in Atlanta as well as a sales coaching program in the US
headquarters in New York. Formerly tax executive with Ernst & Young as well as the owner of his own
financial planning Company in Virginia which was subsequently sold to American Express. A PFS
with advanced degrees in taxation and financial planning. Specialization in closely held companies
including mergers and acquisitions, succession planning and executive compensation.
Specialization in closely held companies — mergers and acquisitions, succession planning, and executive compensation.
The same competitive streak, applied elsewhere.
An introductory call is a working conversation — you leave with a read on what your operating system can support today.
