United States, New YorkDriving business growth through a strategic blend of Mergers & Acquisitions (M&A) and AI-powered solutions. I partner with lower middle market businesses to identify and unlock opportunities for scale, streamline operations, and optimize financial performance.
Key Services:
★M&A Strategy & Consulting: Helping businesses evaluate, prepare for, and capitalize on growth through partnerships, ac...
Hauppauge, New York, United StatesI assumed the role of Business Finance Advisor in 2018. I build relationships with C-level executives and a diverse array of stakeholders regarding financial plans and strategies along with giving valuable financial advice. I am appreciated by management for analyzing financial data received from business owners to develop strategies for meeting clients' financial goals. I am involved in prep...
Old Saybrook, CTI was appointed as Account Manager in 2016 and here, I served as the lead point of contact for all customer account management matters. I developed trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors. Ensuring the timely and successful delivering of solutions according to customer needs and objectives. My duties involved collaborating with sales team...