I am a Managing Partner at CG Moneta LLC, the Nation's Premier B2B Cost Reduction Firm. We designed our firm based on (3) Flagship Services: 1.) Specialized Tax Incentives, 2.) Corporate Cost Reduction and 3.) Telecom, Cloud & IT Optimization. Our firm provides a Complimentary Cost Reduction Analysis, via our website at www.cgmoneta.com and are able to procure cash flow benefits for 90% of the organizations that engage our firm.
Prior to starting CG Moneta LLC, I was a Financial Advisor, CRPC® and CLTC®. I owned a Wealth Management Practice which I sold in July 2020 so that I could focus on building the CG Moneta brand and footprint.