Banking, Financial Services and Insurance

James Francis Dannhauser

James Francis Dannhauser

Current City: Cotuit, MA
Chapter: Cape Cod SCORE

I have extensive experience in all aspects of finance and banking relationships, as well as in business acquisitions and sales, and in crafting business plans.  I am also very knowledgeable in accounting.  I was a chief financial officer of a public company for 11 years, an investment banker for 15 years, and also practiced commercial law for 5 years.  I have been an investor in small businesses and am familiar with the issues frequently arising in creating businesses and managing growth.  I have also advised non-profit entities and businesses seeking to provide services to non-profits.

I was an associate attorney with Kelley Drye & Warren, a New York City based law firm, from 1977 to 1982, including one year in Tokyo, Japan.  I was involved in the general commercial practice, including banking, finance, real estate finance, corporate acquisitions and advising non-profit entities.

I was an Investment banker with Lepercq, de Neuflize & Co., an international money management and investment banking firm, from 1982 to 1995.  During this time, I concentrated in real estate finance, including hospitality and senior housing assets, as well as private equity investments and corporate acquisitions.

I was the Chief Financial Officer and a member of Board of Directors of Six Flags, Inc. and predecessor entities, from 1995 to 2006.  I was a key participant in the growth of the company from a private enterprise with three assets to a publicly owned company with assets throughout United States and Europe.  I was responsible for all financial activities, including bank and other financings and relationships, budgeting, planning, and accounting, as well as other matters such as insurance and human resources.

I have been a private investor since 2006, investing in small to medium sized businesses seeking growth capital.

I have also served as director of two other public companies and two private enterprises, and as advisor to several start-up companies. 

 

Resume

Education

Undergraduate: Lehigh University, Bethlehem, Pennsylvania.  Bachelor of Arts.  Graduated in 1974 with highest honors.  Member of Phi Beta Kappa

Graduate: Harvard Law School, Cambridge, Massachusetts.  Juris Doctor.  Graduated in 1977 with honors.

James Greear

Consultant, speaker, author, Concept to Corporation

James Greear

Current City: Ormond Beach, FL

Jim has extensive international experience in serial entrepreneurship and leadership with more than 30 years in senior management developing strategies, planning and tactical execution. Jim also provides start-up to turn-around and management consulting that provides strategic and creative direction on projects and executive oversight to clients ranging from consumer products and government agencies, to real estate/construction to retail, manufacturing and distribution to nonprofits and has benefited hundreds of private and public sector clients. Jim

Resume

Education

I studied a little...

Jerold Freier

Jerold Freier

Current City: Montclair, NJ

Started four restaurants. Originated and managed all types of bank and finance company lending including small business, asset based, commercial real estate, and home mortgages. Merger acquisition and corporate planning consultant to 30+ companies. Frequent lecturer and instructor on accounting, banking and business finance topics. Also expert on flood insurance,and consumer protection regulations

Resume

Education

Univ of Virginia BA Highest Honors in Economics Harvard Univ MCP Master of City Planning Harvard Univ EdM Master in Education

Allen Weaks

Allen Weaks

Current City: Lathrup Village, MI
Chapter: Detroit SCORE

Analytical Chemist for 10 years.

Account executive for marketing communications firms for seven years working on insurance and automotive accounts.

As a business consultant I provided strategic marketing, tactical marketing, market research, and business planning services services to automotive, insurance, technology, professional services, and manufacturing clients for 25 years.

Member of Lathrup Village City Council for 13 years.

Adjunct Professor of Marketing at Mercy College, U of D/Mercy, and Cleary College for three years.

Resume

Education

BS Wayne State University, Detroit, Michigan with majors in Chemistry and Psychology 1976

MBA University of Michigan, Ann Arbor, Michigan with Marketing emphasis 1983

Linda Pickwick

Linda Pickwick

Current City: The Villages, FL

I specialize in helping companies grow their businesses, retain customers and improve margins.

Personnel and leadership development; how to hire, train, and develop customer-focused employees.

Expertise in problem solving, dealing with difficult customers and employees.

Additional skills include sales force development and sales management, compelling compensation, creative thinking, and behavioral event interviewing.

20 years experience in creating and delivering interactive seminars, face-to-face and on-line.

Resume

Education

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&nbsp;</p>

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BA &nbsp;Social Sciences</p>

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MBA &nbsp;Business Generalist</p>

Tyler Ryan Moffatt

Tyler Ryan Moffatt

Current City: Boone, NC
Chapter: Asheville SCORE

• Moffatt & Moffatt, PLLC – Boone, North Carolina – September 2010 to Present-Attorney-Member • Kathryn S. Drake, Attorney at Law – Wake Forest, North Carolina – January 2009 through April 2010-Law Clerk • Michael K. Perry, Attorney at Law – Wake Forest, North Carolina – January 2010 through April 2010-Law Clerk • Malcolm E. Harris, Attorney at Law – Wake Forest, North Carolina – May 2009 through April 2010-Law Clerk

Resume

Education

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&bull; Juris Doctorate &ndash; Elon University School of Law &ndash; May 2010 &bull; Bachelors of Science &ndash; Major in Political Science &ndash; North Carolina State University &ndash; December 2006</p>

Martyn Geoffrey Greene

Martyn Geoffrey Greene

Current City: Charlotte, NC
Chapter: Charlotte SCORE

40 Years in Financial Services - Investment Management, Banking & Brokerage as an operational & IT provider

  • 25 Years spent in corporate financial businesses
  • 10 years spent working at a software/service provider to financial businesses
  • 5 years running LLC Consulting business to Financial Services industry in operational & IT matters

3 years as (pro-bono) Treasurer & CFO for a small business in Kansas City which does Art Restoration

Resume

Education

Bachelor of Technology (Electrical Engineering) Brunel University UK - Specialty in Control Systems

MBA McGill University - Incomplete

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

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&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>

Chanda Browning

Chanda Browning

Current City: Conyers, GA
Chapter: SCORE Atlanta

Resume

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

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BS from Virginia Tech 96&#39;</p>

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Attained Certified Financial Planner Designation from CFP Board of Standards 03&#39;</p>

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