I have had the honor of helping small businesses since 2010. I offer advice focused on optimizing liquidity and risk management to maintain a healthy and strong cash flow. I enjoy helping small businesses overcome challenges and efficiently achieve their goals through the execution of comprehensive analysis and tailored value-based solutions. I lead a team of 4 Financial Professionals focusing on helping our clients through Financial Wellness Reviews.
Disciplined in: Liquidity Management, Risk Management, Relationship Management, Value-Based Sales, Client Success and Satisfaction, Agile Leadership, Comprehensive Financial Analysis and Literacy, Merchant Services, Marketing/Sales Strategy Development and Execution, and Salesforce CRM.
I'm always looking to make new connections; you can reach me at james_clingerman@keybank.com.
