Senior Director, Strategy
Richard has extensive experience in financial management for middle market and early stage organizations. He is an experienced consultant and is constantly engaged in Strategic Management, M&A, and finance. Recent engagements include fundraising for a large Private Equity Fund and a portfolio review for a well known banks investment portfolio. In addition, Richard has recently brought a local church into the 21st century with online accounting, assisted a local business man with business valuation during a divorce and provided guidance to the owners of a business that needed an exit strategy. When honest, straightforward advice is needed Richard is thrilled to help.
Richard has made a career utilizing strategic assessments, market analysis and financial models to provide evidence-base financial counsel to small businesses. Richard currently sits on two private company boards. In addition, he is an Adjunct Professor at National University’s School of Business Management where he teaches Business and Finance. Richard graduated Magna Cum Laude with a BS in Finance from National University. In addition, he earned his MBA, with a Supply Chain Management Certificate, from the W.P. Carey School of Business at Arizona State University
When he is not assisting business owners with their consulting needs you will find Richard at the beach, cooking, playing the piano, or soaking up some of the warm California sun.