Treasury and Risk Management Consultant

I am a Certified Treasury & Risk Management Professional with 20+ years in finance and corporate banking. My passion for financial consulting dates all the way back to 1997, when I started as an entry-level Financial Analyst. I then moved on to spend 18+ years climbing the corporate ladder with Bank of America and SunTrust. My experience includes many aspects of treasury, accounting and financial management, including working capital management, cost analysis, payables/receivables optimization, managing short-term investments to maximize interest income and minimize risk, contract negotiations and competitive analysis.
I truly believe that I have worked among and lead the best financial consulting teams in the world. These teams and I help companies transform their profitability, minimize their risk, maximize their days working capital, and compete against the biggest and best in the financial market. Equally important, we have the unique opportunity to inspire and motivate aspiring or struggling financial teams with a unique been-in-your-shoes perspective, while simultaneously teaching them to capitalize on the skills they already have.

Now, with a Master's degree in Finance, and almost 20 years of financial, banking, and consulting experience to my name, my work is trusted by clients of all sizes, including several Fortune 500 companies. As a highly motivated and driven professional, I have a gift for inspiring and coaching teams and businesses to success. I am proud to say that I am one of the most highly respected financial consultants in the Charlotte area. ​