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STRATEGIC PLANNING

Corporate Finance & Business Management

  • Active participant with Senior Management, Board, and Advisory team

  • Develop and manage the milestones of client’s goals

  • Lean initiatives

  • Corporate planning

  • Develop and execute the strategic business plan

  • Lead accounting and finance teams

  • Guide and manage professional services: Insurance, CPA, Legal

  • Lead Credit (bank) relationships: Traditional, SBA, ABL and Factoring
     

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