Carl is both a C.P.A. and M.B.A. by degree. He brings a unique combination of interpersonal and emotional intelligence that allows him to connect with others on a shared vision as well as the analytical skills and capability to structure sophisticated corporate models and financial plans. Carl has strong M&A experience and a track record of success in integrating systems to a clearly understood and beneficial outcome. He also has extensive experience in funding start ups and capitalizing companies.

Carl finds his differentiation in creating options for financial plans, including securing the capital, thus putting clients at an advantage that exceeds their expectations. To be clear, he often is able to secure resources on terms that are more desirable and provide options that many clients didn’t know they had. Carl delivers this through his creativity, market awareness, reputation, and strategic vision.