How I can help you

I am proficient with starting a business, budgeting, spreadsheets and developing entrepreneurs into business owners.    In addition, I know the field of finance, having been an investment advisor. 

I can gererally see the big picture fairly quickly.  I know from experience the characteristics necessary to have a small, growing business, having started and operated a company for over 35 years. 

Areas of Expertise

  • Business Finance & Accounting
  • Business Strategy & Planning
  • Business Operations

Industry Experience

  • Banking, Finance & Insurance
  • Professional & Business Services


New Haven CT: - Yale University - graduated w/BA  - 1955

Cambridge, MA - Harvard Business School - MBA - 1957


Anthony Montag

Communication Methods

  • In Person
  • Phone