Business Operations

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>

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>

George J Obst

Starting, managing, buying and selling small businesses

George J Obst

Current City: Fountain Hills, AZ

 

                  Expert at starting , buying, selling and profitably growing small businesses, with a focus on dental laboratories. George developed and executed  sales and  marketing strategies, strategic plans, financing options, budgets and maximized employee performance..  

Also, he advised  family businesses, including succession planning, dispute resolution, and mentored  owners.

In addition George developed and  taught a supervision studies program for technical specialists in various fields who needed to learn how to maximize employee and team performance.

George served on the board of directors of two non profit dental foundations.  He developed and conducted organization and operations analysis,  helped better define the vision and mission of the organizations, and developed and executed strategic plans.

In his business career George was expert at recruiting and hiring specialists and managers,  team building and human resource  management to maximize performance.  

George has in-depth experience in evaluating small businesses and  locking into the key metrics and improvement needs for successful operations,

George grew a small business operation in Mexico specializing in the manufacture of oral dental appliances  from just a few employees at the start-up phase to more than 100 employees. Also, he developed a program to import manufactured oral appliances from China.

George held positions as small business owner (employment agency), assistant vice president of bank operations (large money center bank), human resource manager, regional manager, operations vice president,  president, chief executive officer, and owner  of a dental laboratory manufacturing and service business with 30 manufacturing and sales sites throughout the United States, Canada and Mexico.

 

 

 

         

 

Resume

Education

<p> BA degree with Psychology major from Alfred University. &nbsp;MS degree in business administration from Long Island University.</p>

How likely is it that you would recommend SCORE to a friend or colleague?
What is the primary reason for the score you just gave us?
What improvement could SCORE do to improve our service?
My mentor listened and understood my needs
My mentor was able to assist me
My mentor recommended additional SCORE sercices or scheduled a follow up meeting for me
I will return to see this mentor again
Why did you answer this way?
I will use SCORE again in the next 3 months

Start time
Mon, 2014-03-17 11:00
End time
Mon, 2014-03-17 12:00
Mentoring type
Face to Face
Status
unavailable
Chapter

Greg Schnelle

Greg Schnelle

Current City: Hebron, KY

Successful career in sales and general management of distribution and manufacturing organizations. Boosted sales, profit, and overall performance. Expertise includes P&L Management, Strategic Sales and Business Planning, Operational Start-up, Restructuring & Turnaround.

Resume

Education

B.S. Business Administration - Northern Kentucky University

James Fitzhugh

James Fitzhugh

Current City: Burbank, CA

I have over 40 years of experience in International freight forwarding and global logistics. I have managed small and large offices as well as Regional groups for both operations and sales. My last employer was UPS for over 13 years. During my career I have been responsible to buld and manage budgets for operations and sales. I have completed global supply chain designes for such companies as Apple, HP and Seagate. I have traveled extensively in Asia and Europe. My last responsibility was to manage teams of Project managers who were responsible for the global customer satisfaction of some of UPS's largest and most complex global customers. 

Resume

Education

BA from the University of Virginia and a masters of International Business from The American Graduate School of International management (Thunderbird)

Rebecca Konzelmann

Rebecca Konzelmann

Current City: Lancaster, PA
Chapter: Lancaster SCORE

Resume

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>