Business Operations

Stefan Sommerfield

Stefan Sommerfield

Current City: Nokomis, FL
Chapter: Manasota SCORE

NY based retail and manufacturing executive from 1969 to 2010. Worked for Saks Fifth Avenue, Izod Childrenswear, Gimbel Brothers and a variety of retailers as a store manager. Also operated my own consulting business in the 90's and early 2000's working with a variety of manufacturers, designers and retailers assisting in start-ups, new divisions and retail operations.

After moving to Florida in 2010 worked full time for Dollar General and Barnes and Noble as manager or asst mgr, and then worked part time until March of this year as a retail sales merchandiser in WalMart and Publix on behalf of SC Johnson, consumer products manufacturer.

 

Resume

Education

Johns Hopkins University, BA - History

Fordham University, MA - History

Bruce Freeman

Bruce Freeman

Current City: Sarasota, FL
Chapter: Manasota SCORE

Quality professional.  Familiar with quality procedures and systems scaling from shop floor to multi-facility management.  Procedure and system writing and implementation.  Quality systems - ISO 9001 & etc.  Metric creation and use to benchmark activities and manage outcomes.  Metrology and statistical process control.  Quality audit.  Use of quality toolkit to drive business excellence and customer satisfaction in every type of organization.

Retail.  Several years during high school and college working in and managing convenience stores.

Real Estate.  Bought, remodeled, rented and ultimately sold numerous rental properties throughout the years. 

      

Resume

Education

BA, University of Texas at Austin.  Major - Statistics, Minor - Russian.

Numerous post collegiate courses related to quality, auditing and subject matter of my industry (petroleum equipment). 

 

William Lucas

William Lucas

Current City: Hewlett, NY

Resume

Jonathan McCaman

Jonathan McCaman

Current City: Boise, ID

Consulting CFO : Valuations, strategy, business plans, forecasts and budgets, financial and operational reporting, accounting processes, revenue recognition, stock based compensation.

CASINO WIRELESS SERVICES, INC., Santa Clara, California 2010 TO 2012 Start-up provider of secure wireless casino gaming software. Chief Financial Officer/ Consulting CFO, Member of Board of Directors Member of the founding management team providing direction in the efforts to secure additional funding for worldwide expansion.

PUREDEPTH, INC. (PDEP.OB), Redwood City, California/Auckland, New Zealand 2007 - 2009 US Public display hardware and software licensing and manufacturing company with $150 million peak market cap. Chief Financial Officer and President Responsible for leadership of all finance and accounting activities, investor relations, HR, legal, IP strategy and key contributor to executive team and Board of Directors in all strategic decisions. As President with full P&L responsibility, provided leadership to the entire organization including all sales/marketing activities, software and hardware R&D and customer support.

Exel Plc. (A London Stock Exchange Company), Bracknell, Berkshire, UK 2002 - 2006

Exel Freight Management Americas, Irving, Texas, 2004-2006 Regional division of this supply chain leader with annual revenues of $875 million and operations throughout the USA, Canada and Latin America. Vice President Finance Promoted to the role of senior finance executive for international air and ocean freight forwarding, technology warehouse management and domestic trucking division.

Exel Freight Management, US, Hayward, California, 2002-2004

US based international air and ocean freight forwarding business unit with annual sales of $350 million. Vice President Finance Provided proactive strategic and financial leadership while managing all day to day accounting operations, systems and tax compliance.

Merchants Group International, Ltd., San Francisco, California 1999 - 2002

Private equity/venture firm with $100 million under management. Chief Financial Officer

Recruited to manage the internal financial affairs of the firm and various partnerships. Led performance and financial due diligence of potential investments; provided general business and financial advice to companies under firm management, and represented shareholders as a member of the Boards of Directors.

DHL Worldwide Express, Brussels, Belgium 1984 - 1999

International express logistics company with $4 billion in annual revenues.

DHL International, Ltd., Brussels, Belgium, 1994 – 1999 Worldwide headquarters responsible for all global operations impacting over 50,000 employees in 220+ countries. Vice President of Finance, Global Planning & Analysis Promoted from DHL's US Headquarters to Worldwide Headquarters to create and lead a sophisticated decision support organization to manage the planning, budgeting, forecasting, investment analyses and management reporting for worldwide operations. Worked in cooperation with the CEO and senior management team to define business strategies, evaluate opportunities and major investments, and create improved business and financial processes.

NetExpress, Inc. (Majority Owned Subsidiary of DHL), Foster City, California, 1992 -1994

$30 million telecommunications technology company that developed and maintained DHL’s global track and trace software and communications network; provided contract fax and telecommunications switch R&D, and manufactured and sold fax and telecommunications switches. Chief Financial Officer Selected to lead all financial, legal, HR and IT functions and to provide an active leadership role in the strategic planning, development and launch of several new products to expand the technology portfolio, strengthen market penetration and drive profitable revenue growth.

DHL Airways, Inc., Redwood City, California, 1984 - 1992

$550 million international express logistics division of DHL Worldwide Express. Vice President of Finance & Treasurer, 1986 - 1992 Treasurer, 1984 – 1986

Accountable for all financial, treasury, cash management, currency hedging, investment banking, commercial banking, accounting and tax affairs. Led a finance workforce of 450 associates.

Early Professional Career as a Certified Public Accountant Regional CPA Firm John F. Forbes & Co and independent practice. Audit and business advisory experience included companies in software development and licensing, electronics manufacturing, transportation, financial services, banking, defense contracting/manufacturing, retail, construction, not for profit and commercial real estate. Past owner of successful restaurant business.

Volunteer Chief Financial Officer, Samasource, a software development non-profit 2011-2012

Past Vice President and Member of Board of Directors, Financial Executives International, Silicon Valley Chapter

Resume

Education

Golden Gate University – BS, Accounting – Cum Laude Graduate 1970

Certified Public Accountant – California 1973

INSEAD, France – Strategic Management of Services 1995

Yale University School of Management – Non-degree management courses 1992

Bert Bartle

Bert Bartle

Current City: Belgrade, MT
Chapter: Bozeman SCORE

Resume

Education

Bachelor Degree from Montana State University - Degree in Business Finance

Jennifer Welding

Jennifer Welding

Current City: Salt Lake City, UT
Chapter: Salt Lake SCORE

I have been a business owner for over 20 years and an Entrepreneur for the past 10. I didn't realize the difference initially. I had parents who were business owners and that started me down a path that is difficult to veer from.

My focus has been in the financial area with an emphasis on problem solving. My philosophy of leadership has changed dramatically in the past two years and I feel much more capable as a CEO than ever before.

I am currently CEO of Unlimited Designs, a casting company that focuses on producing architectural designs. We manufacture from many materials that fit the needs of our clients.

 

 

Resume

Education

I have a BA from USU in Business Administration

Minors in: Economics, Spanish and Portuguese.

I am a constant learner and feel my BA was only the beginning of my education.

I am currently enrolled in a year long Continuous Improvement Program that is truly incredible.

Arlene K Singer

Arlene K Singer

Current City: San Francisco, CA

I am a entrepreneur with extensive Business Management and Human Resources experience in a diversity of industries.  Expertise in strategic and business planning, financial management, operational management, sales, population health management, compensation and benefits planning and design .  Experience in leading  organizations at the highest levels including Board of Directors, Senior Management Committee and Advisory Boards .  Strengths include strategic planning/implementation, plan design, financial management and general management.  I started and ran a successful Population Health Management business for 17 years culminating in its sale to a significantly larger health management organization

Resume

Education

Masters of Industrial and Labor Relations, Cornell University

BS Economics, University of Massachusetts

Edward Gromada

Edward Gromada

Current City: Jamestown, RI
Chapter: Rhode Island

2011 to Present Retired

2009 to 2011 BLACKBERRY, INC.  WATERLOO, ON, CANADA
Consultant: Strategic Business Development

2000 to 2009 GLOBALWARE SOLUTIONS, INC.  HAVERHILL, MA
Vice President, Global Business Development (2004 to 2009)
Director, Global Marketing Operations (2002 to 2004)
Director of Global Business Integration (2000 to 2002)

1998 to 2000 IPC COMMUNICATION SERVICES, INC.  RONCQ, FRANCE
Vice President/General Manager, Europe

1995 to 1998 SEAGATE TECHNOLOGY, INC.  HEATHROW, FL
Director, Operations

1992 to 1995 THE GCS GROUP, INC.  BELMONT, MA
Principal

1977 to 1992 POLAROID CORPORATION  CAMBRIDGE, MA
General Manager

1974 to 1977 ANALOG DEVICES INCORPORATED  NORWOOD, MA
Senior Analyst

1971 to 1974 PWC LLP  BOSTON, MA
Senior Auditor

Resume

Education

Northeastern University  Boston, MA
Certificate in Advanced Studies in International Business, Post MBA Study

Northeastern University  Boston, MA
Masters of Business Administration

University of Massachusetts  North Dartmouth, MA
Bachelor of Science, Business Management

Luc Lefevre

Luc Lefevre

Current City: Riverside, CA

Successful Executive with domestic and international experience in operations, P&L, oversight, multi-product distribution, and sales/marketing involving both established and growth organizations.  Results focused, decisive leader with proven success in key account management, new market identification and strategic positioning of Fortune 500 organizations. Spearheaded operational improvements to drive productivity and reduce costs. Excel in dynamic and demanding environments while remaining results focused and pragmatic. Negotiated strategic contracts with Fortune 100/500 companies such as:

Sony, Panasonic, Tyson Foods, ITT-Canon, Pentair, St Jude’s Hospital, as well as, many additional small to medium sized businessS    

CORE COMPETENCIES

   • Visionary Leadership   • Risk Management     • Budget/Sales Forecasting

   • Key Partnership Development   • Multi-Media Advertising  • High Stakes Negotiations

   • Key Distribution Management   • Tactical Market Planning   • International Experience

 


 

 

Resume

Education

     

     MBA: Business Administration, Pepperdine University, Graziadio School of Business 

            BS:    Business Administration. U.S.C, Marshall School of Business