I am an executive trainer, coach and consultant. I help community bankers master the skills of bank investments and portfolio management to help them optimize their financial risk/reward.
My target audience is bank executives, such as CFOs, controllers, etc., who are seeking the investment knowledge they need to make timely, informed decisions. For many of them, this knowledge was last covered in a college finance class. Their options for regaining this knowledge are limited and not always objective.
I am offering online courses, one-on-one and group coaching, live events and bank investment consulting.
The logo will be used on my website, for presentation materials and for my podcast that will be going into production soon.