Former Executive and Underwriter Fundable Business Plans and Projections
Vereinigte Staaten
Englisch
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Über mich
I spent 15 years in commercial and small business banking. I wrote loan policy and procedure and oversaw underwriters. I led teams and worked directly with business owners as a commercial loan and small business relationship manager and as a business development officer. I know what a credit committee needs to see, where files get stuck, and what turns a maybe into an approval. That experience is why I started Touchpoint Planning. I build business plans and five-year financial projections that speak the language a bank needs, so your request lands as a clean, fundable story.... Mehr lesen