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CEO and FounderFeb 2014
I am the CEO and Founder of Solutions For, Inc. When you work with me, you will also be working with my team of business professionals. Our finance platform is more than a virtual tool; it is a team of real people that you have access to. My team and I have extensive experience in many industries. I have worked in the areas of taxation, operations and finance for over 28 years. My background is in finance and marketing and has held my CFA and Series 7 for many years.
Business Analyst and ConsultantOct 2004 - Dec 2013 (9 years)
I worked with self-employed individuals, small family and closely held corporations in identifying business development opportunities, areas to improve for better compliance, and general business needs unique to the self-employed, including platform implementation, cash flow optimization, financial modeling, and full solution based analysis services.
Center DirectorNov 2002 - May 2003 (6 months)
Operations, team development, liaison with test preparation, tutoring and other programs through Yale University undergraduate studies and greater New Haven area.