CONSULTANT / EXPERT WITNESS /TRUSTEE
Ability to help through experience in banking and investing: loans, deposits, administration, collection, leadership, liability, conflicts of interest and documentation. Experience as a Trustee for Trusts and Foundations. Track record of helping entrepreneurs with growth. Strong capabilities testifying in court on legal matters.
Background in community banking and entrepreneurship. Outstanding ability to communicate and explain procedures and concepts in understandable terms. Engineering education. Entrepreneur skilled in training staff in exceptional client service and relationship management. High energy professional known for intelligence, action, and integrity. Trusted adviser to bankers and business owners.
Current – Principal of TABASFUNDING, Consultant, Trustee
TABASFUNDING 2000 – Present President and CEO
Successfully provide venture capital and business funding for entrepreneurs to acquire or expand businesses. Please see website www.TABASFUNDING..com for further information.
Trustee– currently serves as Trustee for 8 Trusts and Foundations. Administer all aspects of 5 Trusts and a Foundation through my office.
Consultant- Provide banking consultation; business consultation, expert witness consultation.
Philadelphia Philadelphia University 1998 – 2013
Executive in Residence and Adjunct Professor of Banking and Finance
Royal Bank of Pennsylvania, 1980 – 1999, President
Riverfront Restaurant and Dinner Theatre 1975-1980 Executive Vice President and Principal
Lincoln National Bank 1972-1979 Staff Positions, Assistant Manager, Manager, VP Started as a trainee and finished last position as Vice President
Frederick C Peters, II, Former CEO of Bryn Mawr Trust, currently Principal of Blue Stone Capital Management, 610 337 6500, email@example.com
Allen L. Rothenberg, Esq., 215 732 7000, firstname.lastname@example.org
Gregory S. Barsh, Esq., Executive Coach, Speaker and Consultant, 610-745-4734, email@example.com
Pamela Delissio, State Representative 194th District, 215 482 8726, firstname.lastname@example.org