Banking, Financial Services and Insurance

Robert L Halstead

Current City: TippCity, OH
Chapter: Dayton SCORE

Expert in Fire and Casualty Insurance Agency operation, 47 years experience managing the agency, and servicing business accounts for clients of the agency. Managed all perations of the agency includding slaes, financial and markeitng and personnel. Aquired numerous other agencies as they became available. A Business graduate from Mankato State University with a BS Degree in Business Administration. Spent two years in the US Army, served in the Counter Intelligence Corp in Korea. Worked for the St Paul Fire and Marine Insurance Company as a casualty underwriter. Joined an insurance agency in Dayton Ohio where he worked for 47 years until retirement. Worked in sales, service and management of the agency becoming president during 1961. Very familiar with all forms of general business insurance.

Resume

Education

BS in Business administration, Mankato State College, 1951 Studied law for 2 years at St Paul College of Law Completed several parts of the requirements of obtain a CPCU Designation (Chartered Property and Casualty Underwriter)

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

KC Davis

Current City: San Diego, CA

KC is a Certified Coach and Small Business Mentor that is committed to helping people in his hometown of San Diego to DISCOVER, BELIEVE in and ACHIEVE their desired outcomes in life and business. 

KC has over 30 years of hands-on experience in strategic planning, project management, business process improvement and systems development.  In the first 22 years of his career, he worked in the Banking Industry as a Real Estate Loan Officer, Internal Auditor, Loan Portfolio Examiner and Business Analyst.  In his last 15 years before retirement, he served as the Director of Information Technology for the Human Resources Department at the University of California, San Diego.

To get the results you want, his coaching and mentoring sessions focus on:

  • Clarifying your desired outcomes and why they are important to you
  • Assessing your current situation and identifying challenges and opportunities
  • Co-creating strategies and best practice processes to move you forward
  • Taking action, tracking your progress and using lessons learned to improve performance

If you haven’t reassessed your desired outcomes, strategies and action plans recently, I encourage you to do so.  If you don’t have them documented, we need to talk!

Resume

Education

KC has a Bachelor of Science degree in Business Administration from the University of San Diego and a Bachelor of Science degree in Computer Information Science from Coleman University.

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.

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Education
n/a

Chris C McEvoy

Current City: Carmel, IN

After my fifth year of working in corporate America, it was time to move on. I started my own company and over a period of 17 years grew it to 350 employees with a worldwide marketing footprint. Financing came through an SBA guaranteed loan, an angel investment, and a venture capital invesment. Sold the Company to an international financial firm as part of its strategic initiative. I have started four companies; some were great successes and others were failures. I play off of these experiences, and suggest to people that I got grey so they won't have to.

Resume

Education

BS Business Administration, Indiana University, Kelley School of Business MBA Quantitative Business Analysis, Indiana Unviersity, Kelley School of Business Chartered Property & Casualty Underwriter (CPCU)

Visa® Small Business Spend Insights monitors the economic confidence of U.S. small business owners by analyzing Visa spend data and responses to a quarterly survey. Small businesses and those serving them can benefit from the trends and insights obtained from Visa’s proprietary research.

Optimism builds as primary concerns diminish
Small business owners’ macroeconomic outlook may be the most optimistic it has been since prior to the 2008 economic crisis. Confidence in a stronger economy is at an all-time high (29 percent as of March 2012 compared with the previous high of 28 percent in December 2009). While the U.S. recovering from the recession is still the top concern, it is down significantly from last quarter. Additionally, concern over consumer confidence is at its lowest level since 2Q08.

William L Pope

Current City: San Diego, CA

38 years insurance industry experience as underwriter and agent/broker.  Specialty in property and liability insurance for businesses.  Principal owner and CFO of insurance agency employing 130 people.  In addition to insurance, skilled in business management, risk management, finance, strategic planning, buying and selling businesses.  Current and former board member of various not-for-profit and for-profit organizations.

  • Skills: Start-up assistance, Business Plan, Buy/Sell Business, Insurance
  • Industry(s): Finance, Insurance

Resume

Education

B.S. in Accountancy from Arizona State University, 1968, Certified Risk Manager (CRM), Certified Insurance Counselor (CIC)

Alan Messer

Current City: Ottawa Hills, OH

computer software development, strategic planning, business operations, software consulting

Resume

Education

B.A. in Mathematics (Bowdoin College, Brunswick ME)

John Salisbury

Founding CEO of three captive insurance companies, a nation-wide satellite television distance learning network, a internet based information & learning websites that serve the captive insurance industry, and a management consulting firm.  Founder of several self-insurance programs. Served as Chief Executive of a statewide association. Semi-retired and currently serve as a professional Board director & consultant.

Resume

Education

Masters, University of Pennsylvania, Wharton School BA Economics & Political Science, Bucknell University Certified Professional Director Insurance Certifications: Professional insurance designations CPCU, ARe & ARM

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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