A retired Senior Partner from Deloitte, this individual has a 36-year career focused on finance, M&A, and corporate governance. As a CPA and Qualified Financial Expert with a B. S. from the University of California, Berkeley, he has guided companies through over $3 billion in public offerings.
Following his retirement, he has pursued a passion for wine, earning a WSET Level 2 certification. He now applies his enthusiasm and knowledge in his role as a Wine Educator at WALT Wines, marking a significant transition from his corporate career.
Unique fact: After more than three decades in finance and auditing at Deloitte, he pivoted to become a professional wine educator.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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