Banking, Financial Services and Insurance

Jacquelyn Stroth

Jacquelyn Stroth

Current City: Bozeman, MT
Chapter: Bozeman SCORE

I work in the Commercial Lending Department at First Interstate Bank in Bozeman, MT.  I have been with First Interstate Bank for six years, and I have been doing commercial underwriting for five years.  I have also been doing commercial loans the past couple of years.  I meet with customers often about various loan requests.

Resume

Education

I have a Bachelor of Science degree in Business Administration, as well as a Master of Business Administration degree.

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

Bert Bartle

Bert Bartle

Current City: Belgrade, MT
Chapter: Bozeman SCORE

Resume

Education

Bachelor Degree from Montana State University - Degree in Business Finance

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

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.

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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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>

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