Business Finance & Accounting

20

Norm R Trudel

Norm R Trudel

Current City: Westbrook, ME

Owned and operated Knowlton Machine Engineering, Gorham, Maine.

 

Operations Manager for Portland Engineering Company.

 

Quality Assurance Manage for PX Engineering Manager

 

 

Resume

Education

<p>
&amp;amp;amp;lt;p&amp;amp;amp;gt; Associates Degree; Wentworth Institute of Technology&amp;amp;amp;lt;/p&amp;amp;amp;gt;</p>

Chanda Browning

Chanda Browning

Current City: Conyers, GA
Chapter: SCORE Atlanta

Resume

Zack Cockfield

Zack Cockfield

Current City: Suwanee, GA
Chapter: SCORE Atlanta

I have 15 years experience in the Financial Services Industry working with families and businesses in an advisory capacity. I have experience with investment management and advisory, financial planning, risk management, lending, management consulting, and enjoy working with individuals and management teams to help them reach their growth and profitability goals. Currently I own my own business and work with individuals and small businesses in a consulting capacity but when volunteering as a mentor with SCORE we do not charge for business advisory services.

Resume

Education

<p>
BS from Virginia Tech 96&#39;</p>

<p>
Attained Certified Financial Planner Designation from CFP Board of Standards 03&#39;</p>

Kevin Cox

Kevin Cox

Current City: Beaverton, OR
Chapter: Portland SCORE

Resume

Education

&lt;ul&gt;
&lt;li&gt;
MBA, Finance Concentration, Portland State University&lt;/li&gt;
&lt;li&gt;
B.S., Civil Engineering, San Jose State University&lt;/li&gt;
&lt;/ul&gt;

Richard Campagna

Richard Campagna

Current City: Norwich, NY

Chief Operating officer                                                                                                       2012 – Present

Chief Financial officer                                                                                                          2011 - 2012

Mang Insurance Agency, LLC – Norwich, NY                                                           

High growth insurance agency with active acquisition strategy.  Manage commercial and benefits service operations, finance and human resources.  Led reorganization of operating departments, improved service and was quickly moved to COO position.  Evaluate acquisition candidates and manage due diligence.

Richard P. Campagna CPA  - Dunmore, PA                                                                       2009 - 2011

Accounting, Financial and Tax services for individuals and small business.  Operational and financial consulting and assisting insurance enterprises in raising capital.

Vice President, Finance & Chief Financial Officer

VPA, Inc. – Calabasas, California                                                                                             2004 – 2006

Third party claims administrator of self-funded disability insurance programs for major employers including claims adjudication and plan administration and reporting.  Managed finance, human resources and contract administration.                   

Accomplishments:            

  • Executive sponsor and team leader that improved operating efficiency by implementing an automated document management system.
  • Remarketed insurance programs resulting in over $25,000 in savings.
  • Developed client level cost accounting and product pricing process.

Executive Vice President, Corporate Development, Product & Finance

Countrywide Insurance Services - Simi Valley, California                                                                                                                              2001 - 2003

MGA marketing insurance and warranty products to customers of Countrywide Financial.  Revenue $65M.   Managed Underwriting, Finance, IT and Independent Agency Distribution comprised of over 100 staff.

Accomplishments:

  • Identified opportunity and led due diligence for efforts to acquire a general agency.
  • Established capability to market business outside core mortgage customer universe.
  • Negotiated agreements to outsource auto insurance sales and processing.
  • Reduced expenses through operational streamlining and staffing revisions.

 

Founder, President & CEO

Pacific Select Property Insurance Company - Walnut Creek, California                                                                                                                             1997 - 2000

Insurance company specializing in residential/commercial catastrophe exposed property insurance.  Managed all operations and led development of management team, business process outsourcing, product development, sales & marketing, operations, and leading edge risk management process.

Accomplishments:

  • Founded and built operations and sold company for 150% of book value.
  • Implemented a formula-based reinsurance program saving $1 million in annual premiums.
  • Outsourced business processing minimizing up-front capital investment and fixed costs.
  • Implemented Internet strategy with underwriting, policy processing, and direct sales.

USF&G Corporation - Baltimore, Maryland                                        1988 - 1997

President - F&G Specialty Insurance Services                                               1995 - 1997

Vice President – Treasurer                                                                                 1993 - 1995

Vice President – Controller                                                                              1991 - 1993

Asst. Vice President – Controller, F&G Life                                                 1988 - 1991

 

Major publicly held international company offering property & casualty, reinsurance, life insurance and financial services.  Revenue $5 Billion - 12,000 employees.  Managed all financial areas including accounting, capital markets, investor relations and operational support areas.  Developed new startup operation writing in earthquake and hurricane exposed areas.  Managed all operations including marketing, underwriting, operations, risk management and finance.

  • Led development of new operation writing earthquake and wind exposed risks.
  • Revised marketing strategy in response to market conditions, resulting in rapid growth.
  • Improved relationships with investment analysts and rating agencies resulting in upgrades.
  • Reengineered operating departments resulting in savings of over $2 million annually while still improving financial reporting process.
  • Restructured capital through $600 million in creative transactions resulting in $26 million in annual dividend and interest savings.
  • Through proactive communication with customers and regulators, stemmed a “run on the bank” and convinced regulators not to take action against the company.

 

Senior Manager

Ernst & Young - Baltimore, Maryland                                                 1981 - 1987

A “Big 4” public accounting firm with offices throughout the world.  Senior audit manager leading services to clients mainly in insurance ranging in size from $50 million to $5 billion in revenue.  Managed engagement staffing, reviewed staff work and communicated audit results to management and audit committees.  Interfaced regularly with CFO, controller, actuaries and boards of directors.

 

Accomplishments:

  • Served on national task force to develop audit guidance for insurance industry
  • Through a timely and complete review of work in the field, audit engagement hours were cut resulting in a 20%+ improvement in collections versus standard rates.

 

NON-INSURANCE EXPERIENCE

Chief Financial Officer

The Forma Group, Inc. – Danville, CA                                                                                 2006 - 2008

Founder and officer of company bringing new technology to the wood frame construction industry.

Accomplishments:      

  • Raised over $5 million in equity capital and obtained $1.8 million equipment lease.
  • Established finance, legal, human resources and shareholder management processes.

 

Chief Operating Officer/Chief Financial Officer

Design2build, Inc. - Walnut Creek, California                                                                                                                             2000 - 2001

Start-up technology and engineering services company providing collaborative software.

Accomplishments:

  • Prepared financial models presentations to investors resulting in $1 million in funding.
  • Negotiated contracts and managed relationship with international engineering partners

Resume

Education

<p>
B.S. Accounting, University of Scranton</p>

Kevin John Clarke

Kevin John Clarke

Current City: East Amherst, NY

I am a Senior Executive who had led global high performance organizations of up to 15,000 employees with $1B+ in sales, and manufacturing facilities across the USA, Canada and Latin  America. I firmly believe in engaging and empowering my employees and I feel it is critical that the CEO maintains strong relationships with critical business clients and aggressively drives his organization with a defined Operating Philosophy that is well articulated to all stakeholders.I have 40+ years of experience with my most recent role being President -CEO of Catalyst Paper in Vancouver, British Columbia, Canada. I successfully guided the Company through the CCAA bankruptcy process from filing in Jan ,  2012 to emergence in Sept, 2012 .I believe in firmly focusing on people, performance , leadership and teamwork and highly focused direct communication to drive quick innovative strategies and tactics that strengthen business performance and growth. My favorite quote " It is not the strongest of the species or the most intelligent of the species that survives but the one that is most adaptive to change " Charles Darwin.

Resume

Education

<p>
B.S. Niagara University in transportation and Logistics 1973</p>

Kay Keller

Kay Keller

Current City: Anchorage, AK
Chapter: Alaska SCORE

Over twenty years of experience in: strategic planning and problem solving in diverse settings to achieve difficult objectives on time and on budget; cultivating cross functional relationships from staff to executive and from vendor to client; energizing, corroborating, driving, focusing, executing. Results orientated with strong team skills, I particularly enjoy working with people to identify and overcome challenges to achieve success Skills • Detail and Results Oriented • Communication and conflict resolution • Process Improvement & best practices • Project life cycle management • PMP & ITIL Foundation certified • Customer relations & satisfaction • Cross functional team building

Resume

Education

<p>
EDUCATION University of Alabama, Huntsville, Alabama Bachelor of Science in Electrical Engineering</p>

<p>
CERTIFICATIONS</p>

<p>
PMP Certified, ITIL 2011 Foundation Certified, CISSP (ISC)2 Certification in progress, CCSP 2012 Citrix Certified Sales Professional, Compellent Top Gun, Cloud Solution, Dell certified systems expert, Security Associate in RSA Authentication</p>

<p>
FINRA Series 7 &amp; 66, Life, Health, Property &amp; Casualty, Certified Financial Manager</p>

<p>
AFFILIATIONS</p>

<p>
PMI.ORfG: Alaska Chapter of Association of Internet Technology Professionals (AITP); Institute of Electrical &amp; Electronics Engineers Alaska Chapter, Secretary 04 and Treasurer 08-09; BPW Acting President &#39;05</p>

Katherine Henry

Katie Henry

Katherine Henry

Current City: Elkhorn, NE

Senior Vice President, Commercial Lending/Business Development

United Republic Bank – Omaha, NE

  • Managing the Business Development Department Staff.

  • Contributes to the overall profitability of the Bank; implements costs controls, income generation, and department marketing efforts; monitors expenses to ensure compliance with budget.

  • Gathers and analyzes all information necessary to present a financing request to Senior Management or Loan Committee for approval; meets with existing or potential customers; visiting sites of loans; negotiates loan terms and conditions; approves loans within established lending limits or refers and recommends acceptance to the Chief Lending Officer or Loan Committee.

  • Maintains a superior knowledge of financial industry status and trends.

  • Ensures department activities run smoothly and efficiently.

  • Plays a positive role in the development and growth of assigned department staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff.

 

Human Resources Officer

United Republic Bank – Omaha, NE

  • Plan and formulate general personnel policy

  • Facilitate and keep current the employee handbook, first aid program and procedure.

  • Oversee compliance with all required federal, state and local employment laws and regulations with regard to Human Resources.

  • Oversee and implement the bank’s hiring and termination process.

  • Implement, as necessary, new employee orientation, special education, counseling, training, and development programs related to various staff functional areas.

  • Coordinate with management the annual review process and any additional transfer, promotion, layoff, demotion and termination of employees.

  • Administer payroll for both exempt and non-exempt employees.

Formerly Marketing Officer

United Republic Bank – Omaha, NE

  • Coordination of all marketing and networking activities of the Bank Ensures marketing activities are in compliance with state and federal regulations

  • Develops various marketing concepts, objectives, materials, advertisements, programs, press releases, and other special events.Provides guidance and coordinates implementation efforts with respect to the installation of new or existing products and services.

  • Responsible for being the primary contact for determining the best internal contact with regard to inquiry of public relations and media, advertising, and certain business development activities that promote the spirit, philosophy, dedication, and general direction of the Bank.

 

Formerly Loan Operations Officer

United Republic Bank – Omaha, NE

  • Managing the Loan Operations Department Staff.

  • Ensures accurate and timely servicing of the Bank's loan portfolio.

  • Oversees the production of loan documentation relating to the opening, servicing and closing of all loans.

  • Ensures department activities run smoothly and efficiently.

  • Provides leadership, training and supervision within the department; and provides a high level of customer relations and service.

 

Formerly Mortgage Loan Officer

United Republic Bank – Omaha, NE

  • Originate Loan Business

  • Processing of loans

  • Assemble and provide management/pipeline reports

  • Aid in management of Mortgage Division

Resume

Education

1995-1999  University of Nebraska-Lincoln Lincoln, NE

  • Bachelors of Journalism and Mass Communications with an emphasis in Advertising.

  • Other areas of emphasis: English, History, Sociology

  • Dean’s List

Steve Taylor

Steve Taylor

Current City: Columbus, GA
Chapter: SCORE Columbus

Columbus Bank & Trust-  Trust Department

AFLAC- Recruiting Director

Founder CEO- CheckCare Systems

Founder CEO- Transcom Payment Services

Resume

Education

BS Economics Columbus State University

Martin Levine

Martin Levine

Current City: Briarcliff Manor, NY


 

Resume

Education

BSBA in Accounting and Corporate Finance from American University

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