Temple Beth Shalom, Etz Chaim, Jewish Educational Center
Brag about yourself - what makes you great at what you do?
I'm aligned with my client's success. I share in true financial success only. At the same time, I'm improving the firms bottom line, and for that, I'm pleased to work with all types of entities. Any industry, profit or not for public. If they have a P&L, they should talk to me.
My ideas cover a wide range. Depends on the nature of the business.
What types of business contacts are you looking to make?
Companies that want to improve their bottom line. Typically, the business owner, CEO, or the CFO are great introductions.
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