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Banker For Grocery Store Chain

Jul 30, 2010

Last week, my client and its Banker met to review the year end financials. The prior year there were issues that I reviewed and provided guidance that was acceptable to the Client and Bank. One year later, the email below was sent to me regarding the the relationship:

"Not a problem. I'm glad that we could put our heads together and figure
out a solution acceptable to all. I had also mentioned to Dan on the way
back that you have done a lot in terms of reigning things in and more
importantly in providing the company with the knowledge base on the
finance side that they desperately needed."


William S. Terraglio, V.P.
Senior Account Rep.
M&T Bank

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About the Author
Steven has 30+ years of financial, operational, IT and HR expertise. He utilizes his diverse business experience and superior team building skills to align strategic initiatives with overall business strategy. Steven has been a senior level financial executive for publically traded and privately held businesses in manufacturing of consumer and industrial goods, logistics and distribution, real estate management and construction. He began his career in public accounting, working for large national and local CPA firms auditing clients in a variety of industries.
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