FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I normally will develop an overall plan for the service that is requested and then break it down into an hourly amount so the client knows exactly what it will cost and there are no hidden charges that they are not expecting.
- What is your typical process for working with a new customer?
I start with a complete over view of the customer both in financial and operational systems and information. I then use this information to develop a plan and a focus to put together a profit and business plan or financing package that fits that particular business.
- What education and/or training do you have that relates to your work?
I am a college graduate with a business degree and over 25 years in the commercial banking and finance field. I also have a diverse background in real estate development, investing and sales.