Business Finance & Accounting

20

Evans M Harrell

Current City: Marietta, GA
Chapter: SCORE Atlanta

Banking; Real Estate (former broker); domestic grain, feed & flour business CEO; Credit Union (board); small business consulting.- Was CFO, COO, CEO grain, flour & feed business with operations in 7 states and exporting; bank director many yrs; Currently Director & former Supervisory Committee Chair LGE Community Credit Union; former GA real estate broker; second home land development exp; small business consulting;

Resume

Education

BA University of Pennsylvania

Allan N Shriber

Current City: Worcester, MA

I am a CPA who retired over 1 year ago. Most of my career was spent in public practice, advising clients who were small businesses, not-for-profit organizations and individuals. I was also CFO for several small-medium businesses, a business consultant, and Tax Manager for a large law firm. I have substantial experience in taxation, budgeting and planning, financial statements and systems and not-for-profit organizations.

Resume

Education

Harvard, BA

Columbia MBA

Bentley MST

Lynn P Stearns

Current City: Manlius, NY

30+ years with a local CPA firm, growing from junior accountant to senior administrative partner. Experienced in startup business, operating all kinds of businesses and selling business. Experience in business and individual taxation.

Resume

Education
n/a

James Dallet

Current City: Naples, FL
Chapter: SCORE Naples

 

 

Expert in Start up companies.  Very knowledgeable in Retail Operation. Well versed in financial statements, inventory control, marketing, business plans, and healthcare operations. Also cash management, pricing, buying or selling a business and business turnaround skills. I have expertise in retail and long term care pharmacy operations as well as any retail operation.
 

I am a retired pharmacist. I have 8 years experience in chain store pharmacy 4 years of which was store manager. My experience is the entire operation including the pharmacy. My responsibilities included sales ,purchasing, merchandising, inventory control, advertising, and management of personnel. In my following 8 years, I was in charge of operations of a 4 store company of pharmacies in Wisconsin. I built the company to the point where it was sold and then opened my own 6000 square foot pharmacy in 1979. I purchased 4 local pharmacies which added to the stability of our operation. I sold my pharmacy to my pharmacist in 2000. I have been involved as a partner in eight additional pharmacies, one of which exists today as a state of the art long term care pharmacy in Milwaukee. I was also a majority partner in a pharmacy company that licensed a unique insurance billing program to 400 pharmacies throughout the country. Today we have a state of the art long term care pharmacy that services many assisted living facilities. We also have a therapy company of physical and occupational therapists that serve a niche in the Milwaukee area. My expertise would be any retail operation or pharmacy purchase or start up. I am well versed in financial statements, inventory control, marketing, business plans, and healthcare operations. I also have cash management, pricing, and business turnaround skills.

Resume

Education

Education: BS Pharmacy Toledo University 1963 1963-1965 Walgreens Chicago 1965-1967 Walgreens Toledo 1967-1970 SuperX Drugs 1971-1979 Union Prescription Centers 1979-2000 Good Value Pharmacy 1984-present Prescriptions Plus 2006-present Therapy Plus

Paul Wolf

Current City: Cary, NC
Chapter: Raleigh SCORE

Mr. Wolf is a highly experienced (36+ years) professional with hands-on and management experience in a large number of financial disciplines in engineering, manufacturing, and headquarters environments: • Financial Reporting Systems - Designed and implemented several reporting systems including a budgeting and reporting system for the engineering organization which downloaded data from a Peoplesoft database and used Excel spreadsheets to create spending by dept and allocations to product lines. • Program Management Modeling – Collaborated with business managers to develop a reporting system for development programs, and tax reporting of R&D spending. • Cost Accounting – Developed and implemented a “Forward Cost Model” which allowed more accurate cost prediction. This report helped increase the new program success rate by over 30% • Financial Analysis - Analyzed product line operations for profit and made recommendations for improvements resulting in better return on investment. • Auditing - Performed internal operational audits and ISO9001 conformance audits. In a three month period, I set up procedures, trained personnel, and ensured that the plant was prepared for their successful ISO9001 certification, on the initial attempt. • General Accounting - Reduced preparation time by 50% and increased accuracy by 20% by systematizing general accounting reporting routines. • Business Standards – Managed the local Business Standards operation and provided advice and reporting for potential and real conflicts of interest and other business standard violations. • Human Resources – provided local benefit administration, recruitment, salary planning and other human resource activities for a plant of 50 employees. Business Experience US Army – Instructor 3 yrs. General Electric Co., Harris Corp, Intersil (successor companies) – 36 yrs. Specialist – Cost Accounting Internal Auditor Financial and Business Analyst Manager – Finance Manager – Finance & Human Resources Certifications BA in Economics – Rutgers Univ. General Electric Financial Management Program (MBA equivalent) Software Microsoft Office Products (Excel- high proficiency) Peoplesoft Financial and Human Resources modules Testimonials: • Collaborated with management and users to systematize the reporting requirements. Resulted in improved accuracy and decrease in preparation time from 50 to 25 hours per week. • Collaborated with 25 users located in 6 sites and the systems group to create an engineering financial reporting system using queries from the Peoplesoft financial database and Excel based reports. Resulted in reducing report generation from 4 to 1.5 days and usability by 50%. • Developed an ISO 9001 internal audit program which resulted in a 50% reduction of non-conformances by the ISO 9001 registrar. • Mentored finance employees in 2 other product lines which resulted in backup capability and standardization across the company and improved efficiency by 25%. • Developed a new product ROI reporting system which would support a new company metric by collaborating with the marketing organization and sales IT groups. The results were seen in a 20% increase in margin and an increase in the value provided by the finance group. • Developed, implemented and trained users in a new product development planning and reporting system which resulted in new program success rates increasing by 30%. • Designed and implemented an innovative forward cost model which resulted in a 30% increase in new product margin.

Resume

Education

BA Eco - Rutgers Univ; MBA equivalent - General Electric Co. Financial Management Program

Douglas R Laws

Chapter: Austin SCORE

Expert in financial & management accounting.  Operations Controller Alcoa with 33 year career. Small business owner. Overseas consulting (Manufacturing and Mining). Small business owner with experience  in business valuations  for Buy/Sell decisions.  SCORE mentoring experience 15 years.

Resume

Education

University of Oklahoma BBA University of Tennessee MB courses graduate work

Gerald L Uslander

Current City: Louisville, KY

Expert in Human Resources and benefits. Very knowledgeable workplace issues employee relations.

Resume

Education

Bachelor of Arts from Carleton College JD from John Marshall

Marcia Feinsod

Current City: Lebanon, NJ

40 yrs multiple retail camera & high end audio. Volunteer President Trail Assoc. Chairman Parks & Recreation; tutor ESL; mentor horse boarding industry, member state equine board

Resume

Education
n/a

Rebekah Subido

Current City: Leavenworth, WA

CEO for Alpendeaux Corporation with subsidiaries across multiple industries.  Thirty-one years of business expertise with a working philosophy that mentoring is a manner to support entrepreneurs in achieving their dreams.  

Resume

Education

Executive MBA

Washington State University

 

Bachelor of Arts in Social Sciences - Psychology Concentration

Minor - Business

Washington State University

 

Emir J Phillips

Current City: Santa Monica, CA

Resume

Education

 

SUMMARY

 

·         Financial consultant with MSFS, ChFC, CLU, JD, MBA, and background as a practicing attorney. Superlative communication skills reflected in published novel and presentations in federal courts, including two filed certiorari before the U.S. Supreme Court.

 

EXPERIENCE

 

FINANCIAL ADVISOR | Los Angeles | 2008-present

·      Insurance broker with Quantum Insurance Design

·      Registered Investment Advisor and Financial Representative with NDX

 

INDEPENDENT BUSINESS ADVISOR | Los Angeles | 2003-2007

·      Consulted clients on managing relationships with law firms and preparing for legal cases.

·     Negotiated settlements and contracts.

 

LAW OFFICES OF EMIR PHILLIPS | Principal | Los Angeles | 1990-1998

·         Founded firm of 3 lawyers specializing in civil rights, criminal law and workers comp.

·         Handled over 350 cases, generating $2-3 million in annual revenue.

·         Supervised entire operation: real estate, personnel, tax prep, and $150k in marketing annually.

·         Court affiliations: U.S. Supreme Court, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court, U.S. Court of Federal Claims, California Supreme Court.

·         Memberships: California Applicants Attorneys Association, Association of Trial Lawyers of America.


EDUCATION

  • MSFS: Masters of Science in Financial Services: THE AMERICAN COLLEGE, PA
  • ChFC and CLU: THE AMERICAN COLLEGE, PA
  • JD: University Of Indiana Law School, Bloomington, IN
  • MBA: California State University, Long Beach, CA
    • Assisted in developing innovative business plan to increase savings rate for blue-collar pension.  Project initiated by Professor Richard H. Thaler (U. Chicago) and Professor Shlomo Benartzi (UCLA).
  • BS Economics: University Of New Orleans, LA

Certifications and Licenses:

·         Project Management Institute (#80219)

·         Registered Investment Advisor (Series 65 license)

·         Financial Representative (Series 63 and 7 license)

·         IRS Certified Tax Preparer

·         Certified Annuity, Medicare and Long-Term Care Specialist

·         Real Estate Broker

ETCETERA

·         Languages: Spoken Spanish

·         Real Estate: Currently manage 3 properties (commercial and residential)

·         Interests: History, Theology, Boxing, Travel (Cuba, Poland, Chile, Spain, France, Italy, Austria)

·         Writing: Author of the published novel Lucitan (Amazon.com)

REFERENCES

·         Prof. Shlomo Benartzi, UCLA/Anderson, 310-206-9939 | shlomo.benartzi@anderson.ucla.edu

·         Prof. Donald Minyard, University of Alabama, (205) 541-1229 | dminyard@bham.net

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