Business Finance & Accounting

20

Richard Jones

Richard Jones

Current City: Appleton, WI
Chapter: Fox Cities SCORE

31 yrs as commercial lender. 7 yrs with Harris Trust & Savings Bank, Chicago; 24 yrs with Valley Banks, WI; Retired in 1994 as bank president, ex vp and board member of Valley Bancorporation. Former director of food wholesaler, paper converter, nat'l warehouse company, multiple community orgs.

Resume

Education

BSBA (Finance) at Roosevelt University, Chicago, IL

Theodore (Ted) Fichtenholtz

Theodore (Ted) Fichtenholtz

Current City: West Simsbury, CT

I have started businesses of my own in the legal field, retail (stationary sales, clothing sales) and consulting (party planning).  During my forty (40) years as an attorney I purchased and sold small businesses and helped entrepreneurs acquire franchises in many fields.  As a result of my years working as an attorney, I have helped many with closing loans and preparing packages to present to loan officers.  He has knowledge of real estate transactions, corporate structure and compliance issues. Ted also teaches leadership training, conflict resolution and team building for non-profit organizations

Resume

Education

B.S, New York University - 1969 

   J.D., New York Law School - 1973

James Heerin

James Heerin

Current City: Atlanta, GA
Chapter: SCORE Atlanta

While paracticing law I formed Sea farms, Inc.for a client of our firm. It was a start up enterprise located in Key West, FL dedicated to research and development of shrimp farming. I served as counsel to Sea Farms until 1971 when I joined Sea Farms as Exec VP and and served as President and Chairman as it grew to operating over 16,000 acres of shrimp ponds in Honduras producing oveer 9 million pounds of shrimp per year. Sea Farms also developed and operated shrimp farming and processing facilities in Ecuador and Venezuela. I was an officer and director of Sea Farms until 2005.

In 1977 I joined Pitcarin Inc. as VP and Associate Counsel. Pitcairn was a private investment company that was a major shareholder of Sea farms, Inc. While at Pitcairn I helped supervise a number of public and private operating companies in which Pitcairn was an investor,including Sea Farms, which I managed. 

In 1989 I co-founded Capital Partners, Ltd., a private merchant banking business which specialized in agribusiness investments. In 1995 it was merged into InterAg Technologies, Inc., which was purchased by Deere & Co. in 1999. I served as VP and General Counsel of John Deere Special Technologies Group until December 2003.

Resume

Education

<p>
University of Pennsylvania, B.A. University of Connecticut, LLB</p>

Walter H Rotz

Walter H Rotz

Current City: Forsyth, IL
Chapter: Decatur SCORE

Bachelor's of Science in Business from Eastern Illinois University.

Master's of Science in Taxation from Bentley University in Waltham Massachusetts.

Worked for Cooper's and Lybrand CPA in St Louis, Missouri for 3 years.

Owned and operated CPA firm in Lewiston, Maine for 36 years

Retired in May 2010 from CPA practice and moved back to Decatur, my home town.

Resume

Andrea Tannenbaum

image of Andrea Tannenbaum

Andrea Tannenbaum

Current City: Bloomfield, CT

Expert in ecommerce and niche marketing. Very knowledgeable in small office operations, streamlining processes and systems.

Over my career, I built and managed several small businesses, the most recent being a 16 year old dot.com ecommerce business. In addition to managing website redesigns, I also created catalogs, pursued product development and established branded extensions. I understand shipping, warehousing, budgeting, marketing, customer service and more.

Earlier businesses included a consulting business and a pottery studio. I also spent over a decade within the larger corporate world learning about management, process and team building.

My strengths are in discovery of opportunities, business strategy and process organization.

Resume

Education

Graduated from New York University, with a BS in Education.

Attended many management, facilitation and creative thinking workshops. 

William Ferguson

William Ferguson

Current City: Madison, WI
Chapter: Madison SCORE

Have worked several decades as a practicing CPA specializing in accounting, budgeting & taxation.  Also a lawyer so able to counsel on certain amounts of legal issue - choice of entity, etc.

Resume

Education

<p>
Cal State University at Los Angeles - Business Admin &amp; Accounting</p>

<p>
La Salle Ext University - Law Degree</p>

<p>
Wisconsin CPA</p>

<p>
Member of the Calif Bar.</p>

<p>
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Stephen Engelhardt

Stephen Engelhardt

Current City: Sun Lakes, AZ

I am a expert is sales and marketing, especially for high tech products. I also have heavy management, HR and hiring and training skills. My primary career focus was the sale of computers, software other high tech products to a wide range of businesses, especially the financial industry. I worked my way up to the Vice President level by proving that I could develop staff and produce exceptional levels of performance.

I believe my success with customers was due to two primary elements: showing the customer how my product would affect his profit and effective, timely follow-up.

My expertise is in sales, trade shows,, marketing, selection and training of sales personnel, prospecting, pricing. compensation plans, sales expense control, proposal writing and government bidding. I also also quite experienced in a variety of effective forecasting methods.

I heavy industry experience in banking, security, postal, unemployment tax cost control, government, retail, manufacturing,non-profit, etc.

Resume

Education

<p> Master of Business Administration, University of Phoenix Bachelor of Business Administration, University of Texas, Arlington Various Formal Corporate Training Programs such as: Sales Sales Management Computer Programming EEOC and HIPPA</p>

Wayne Geary

Wayne Geary

Current City: Glen Allen, VA
Chapter: Richmond SCORE

Wayne entered the energy management and building automation industry as a sales engineer. The sales process included evaluations of the commercial/industrial buildings industry to develop and sell solutions for operational improvements. He evolved to corporate positions including Sales Management, Operations Management, General Management and Corporate leadership. He successfully executed a management buyout of the Virginia operation and started a Virginia based Energy management contracting and service business. He grew the business to a significant level and executed his exit strategy and disposed of the firm. He continues in the Virginia market as a SCORE Volunteer, a business broker and franchise consultant to assist other existing and prospective business owners in fulfilling their goals.

Resume

Education

<p> BS Mechanical Engineering, Certified Energy Manager (CEM), Certified Main Street Business Broker (CMSBB), The Wharton School of Business Executive development.</p>

Cornelius E Cobb

Cornelius E Cobb

Current City: Hamden, CT
Chapter: New Haven SCORE

Management Profile
Cornelius E. Cobb, Founder and Principal of C. Cobb Accounts, LLC
Cornelius ( Sonny) Cobb has extensive experience in financial management, finance, accounting and taxes. As vice president and branch manager for Bank of America he was loan out to the University of New Haven to assist in their minority and small business development program. He was comptroller for Global Specialties, Inc a electronic manufacturing company in New Haven, CT. Chief Financial Officer for the Sagamore Group, Inc, a Construction Consultant company, specializing in Department of Transportation construction. As Business Support Administrator For Comcast, New Haven, CT, he assisted the Business Manger in the Accounts payable department. He was Accountant for The Elderly Nutrition Program, for the New Haven area in CT. He was Chief Financial Officer for The Highville Mustard Seed Development Corp, A Charter School in Hamden, CT.
Serviced on the board of Police Commissioners in the town of Hamden, Serviced as Chairman of the Board and President and Tax Consultant for the Connecticut Police Commissioners of Connecticut, President, Vice President, and Treasurer of The Connecticut Chapter of The National Association of Tax professionals. Pro-Bono Tax Preparer for AARP in Hamden, CT. SCORE - Mentor Volunteer, New Haven Chapter.

Cornelius Cobb, RTRP started C. Cobb Accounts, LLC, A twenty year old business to assist small businesses in their need to respond. to instant financial information at an affordable cost for accounting services by using accounting software training and to understand the value of maintaining financial records that are accurate, accessible and relate to growth and improvement of their business. In addition, by offering training in bookkeeping services, and tax preparation services, tax planning and reach with an inference is on proficient and convenience and offering a quick turn around time service to our clients.

Resume

Education

Williams College, MA ---School of Banking
University of New Haven, CT Accounting

Andrew Marein

Andrew Marein

Current City: Oak Creek, WI
  • Venture Capital/Investment Analysis: deal syndication, technology transfer, review of financing requests, investment due diligence, business plan development, participation on boards of directors, startup financing, leveraged buyouts, mergers, market feasibility studies, strategic planning, fraud audits
  • Accounting/Auditing: Check fraud investigation, general ledger reconciliation, accounts receivable, accounts payable, general ledger.
  • Financial analysis: Supply chain efficiency
  • Journalism: City desk, general assignment, City Hall, city and county politics,investigative journalism, photojournalist
  • Public Relations: News releases, publications, event organization, fund raising

Resume

Education

<ul>
<li>
The Venture Capital Institute</li>
<li>
University of Wisconsin Graduate School of Business-MS</li>
<li>
Michigan State University School of Journalism-BA</li>
</ul>

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