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Key Services Offered:
I provide business owners with acutal "Hands
on Tools" to run and grow their business. These "Financial
Modules" and "Operating Procedures" are also great
for management consultants! (See www.bmioa.com
- click on "Products") I also own Streamline Productions,
a Video Production Company, which produces Infomercials, Marketing
Videos, and Videos for Websites and the Internet. (Please see
www.websitestolife.com).
Core Experience of Principals:
Excellent understanding of Financial Planning, Estate
Planning, Investment and Retirement Planning. Capital Management,
Affiliated with a Broker Dealer who specializes in IPO's. In
depth knowledge of Qualified Retirement Plans, i.e. 401(K), SIMPLE,
and SEP plans etc., as well as Insurance Plans and Programs for
Business Owners. Qualified to do Bank Loan Packaging and Business
Valuations. (See www.bmioa.com
- click on "Services") Business Planning, Succession
Planning, Human Resource Management, Compensation Planing including
Incentive Compensation.
20+ years in Banking and Financial Services. Companies that I
have worked with include Drexel, Burnham, Lambert, Lincoln Financial
Advisors, First National Bank in Dallas, Texas American Bank,
Key Bank and Washington Mutual Bank.
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Qualifications & Accreditations:
MBA in International Business.
Accredited Associate, Institute
for Independent Business (AInstIB).
Industry Sectors worked in:
Banking and Financial Services. Management consulting
in all types of business. My focus however, has been primarily
with production and manufacturing companies. I specialize in
Financial Analysis, Management & Administration, Marketing
and Operations.
For the past six years, I have worked with business owners
as a management consultant in over 100 companies accross America.
Speak English, French and Spanish.
Hold Series 7, 63, 65 Securities Licenses.
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