Let’s get to know each other.

I’m a former Credit Union CEO with extensive progressive management experience in all phases of Credit Union operations. I served as CEO of two credit unions, each with over $125 million of assets.

I’ve also been a Director at the New Jersey Credit Union League and CrossStates Credit Union Association.

With my experience and extensive knowledge of the Credit Union philosophy, regulations, issues, and procedures, your Credit Union will be afforded the highest quality of management consulting services.

Personalized special services are available to assist your Credit Union in achieving its maximum potential.

Specializing in Credit Union:

  • Business Plans

  • Budget Review & Preparation

  • Auditing Services

  • NCUA Examination Preparation

  • Policy Manuals

  • Human Resource Review

  • Benefits Review

  • Operating Procedures Review & Recommendations

  • Contract Review & Negotiations

  • Mergers

  • Facilities Expansion/Contraction

  • ALM (Asset Liability Management)