MBA, Company Founder, Business Executive, Planner & Coach, Business Strategist and Planning Advisor, CDFA® professional
I am here to make #s more clear and explain financial statements with expert financial planning & modeling advice as a 25+ year seasoned business executive with experience across the Pharm/Biotech and Professional Services industries including direct responsibility for a $150M P&L and leading teams managing over $2B Revenue and Expense planning & reporting processes. I have also served as Controller to start-ups and been a founder and co-founder of two businesses, MBA, and passed the IL CPA exam.
Are you very successful in your career yet it seems "finance" is another language you don't speak? Do you have some major financial decisions to make and feel lost? Would you like a second opinion on financial advice you've received?
I am a seasoned financial professional in the personal and corporate setting here to help you achieve goals, make sense of the terminology & reach prosperity through life financial planning or coaching. I have an MBA, passed the IL CPA exam and am a Certified Divorce Financial Analyst® professional.
Do you have a complex life and need coaching on how to manage it all? Are you going through major transitions and need to make major life and/or financial changes? I've been there too through experience of several single parenting years, buy/sell/moves from of several properties, a difficult divorce and currently a blended family with dual executive spouses with career travel. Productivity, optimization, outsourcing and setting firm boundaries are a necessity to thriving. I can coach you in managing through this and hacks to getting some time back!
I am an MBA and a Certified Divorce Financial Analyst® professional should you need to discuss pre/post-nup or divorce finances.
I am here to serve you with expert business advice as a 25+ year seasoned business executive with MBA & experience across many functional areas within the Pharm/Biotech and Professional Services industries including leadership roles managing over $150M P&L in Alliance Business Development, Marketing & Portfolio Planning, Corporate Program Management and Finance. I recently founded a Financial Life Planning & Transitions firm and previously co-founded and run all office functions for a farming operation.
I suggest to obtain an attorney and discuss the legal aspects in your state. While these businesses will in many cases be part of the marital assets you can try to propose a settlement where your spouse is provided other marital assets, a buy-out or repayment plan.
If you would like to discuss the financial aspects further I am a CDFA (Certified Divorce Financial Analyst) and available for a call. However, I am not able to provide legal advice.