Company Profile
I formed Portfolio Diagnostics in 2002 so that organizations of all sizes could access my expertise in financial reporting and investment analysis, database management and design, computerization of manual activities, management reporting design, policy and procedure manual preparation and gathering market research as well as other forms of business research, among other things. Most firms have several projects in mind that might substantially improve their operations if only staff members could find the time to address them. That is where I come in. My assistance is only a few clicks away, so let's talk.
Clients
Trust for
Advance Group, Inc. (New York, NY)-a $250 million firm that manufactures watches under license from Kenneth Cole and Tommy Bahama www.awcus.com
Synthes Spine Co., LP (West Chester, PA)-a medical researcher, developer and manufacturer of devices designed to alleviate afflictions of the spine www.synthes.com
First Financial Solutions (Bonita Springs, FL)-a mortgage brokerage firm focusing on the commercial real estate arena www.ffsloan.com
Work Smarter USA (Bonita Springs, FL)-a virtual solutions and administrative services provider www.WorkSmarterUSA.com
Owens Strategy Group (Bonita Springs, FL)-a management consulting firm specializing in strategic and brand management assignments www.OwensStrategy.com
Portfolio Diagnostics, Inc.
Financial consulting for small businesses,
corporations and non-profits
Greetings and welcome to my website. I am a financial professional with broad-based experience who relocated to
Please see my description of typical assignments, which can be accessed via the tab at the top of this screen. In addition, my resume and examples of reports that I've prepared for other clients are included as separate pages to this site. Once you've reviewed these, the question becomes, what projects can I address for you?
David P. Templin
