Banking, Financial Services and Insurance

Theodore (Ted) Fichtenholtz

Theodore (Ted) Fichtenholtz

Current City: West Simsbury, CT

I have started businesses of my own in the legal field, retail (stationary sales, clothing sales) and consulting (party planning).  During my forty (40) years as an attorney I purchased and sold small businesses and helped entrepreneurs acquire franchises in many fields.  As a result of my years working as an attorney, I have helped many with closing loans and preparing packages to present to loan officers.  He has knowledge of real estate transactions, corporate structure and compliance issues. Ted also teaches leadership training, conflict resolution and team building for non-profit organizations

Resume

Education

B.S, New York University - 1969 

   J.D., New York Law School - 1973

James Heerin

James Heerin

Current City: Atlanta, GA
Chapter: SCORE Atlanta

While paracticing law I formed Sea farms, Inc.for a client of our firm. It was a start up enterprise located in Key West, FL dedicated to research and development of shrimp farming. I served as counsel to Sea Farms until 1971 when I joined Sea Farms as Exec VP and and served as President and Chairman as it grew to operating over 16,000 acres of shrimp ponds in Honduras producing oveer 9 million pounds of shrimp per year. Sea Farms also developed and operated shrimp farming and processing facilities in Ecuador and Venezuela. I was an officer and director of Sea Farms until 2005.

In 1977 I joined Pitcarin Inc. as VP and Associate Counsel. Pitcairn was a private investment company that was a major shareholder of Sea farms, Inc. While at Pitcairn I helped supervise a number of public and private operating companies in which Pitcairn was an investor,including Sea Farms, which I managed. 

In 1989 I co-founded Capital Partners, Ltd., a private merchant banking business which specialized in agribusiness investments. In 1995 it was merged into InterAg Technologies, Inc., which was purchased by Deere & Co. in 1999. I served as VP and General Counsel of John Deere Special Technologies Group until December 2003.

Resume

Education

<p>
University of Pennsylvania, B.A. University of Connecticut, LLB</p>

Jim Corley

Jim Corley

Current City: Orchard Park, NY

Resume

Education

<p>
<strong>William Paterson University of New Jersey - MBA, Management</strong></p>

<p>
<strong>Montclair State University - BA, Economics</strong></p>

Michael Mueller

Michael Mueller

Current City: Fox Point, WI

1.  SCORE volunteer.  2013 to present

2.  Mueller Auto Co., Inc.  Owner.  Franchised dealer.  Responsible for all facets of this small, family-owned, rural dealership.  U-Haul franchise holder. Sold business.  1989-2013.

3.  First Wisconsin/Firstar Bank.  Vice President.  Completed nine assignments in eleven years, including management of a large retail branch and several commercial lending divisions.  1977-1988.

4.  U.S. Senator Lloyd Bentsen (TX).  Aide.  1973-1976.

I think I can be of most help in advising clients on

  • Overall management of a small business;
  • Matters that a larger company would discuss with its board of directors;
  • Franchise relations;
  • Choosing and maintaining suppliers;
  • U-Haul operations

I am a member of the SE Wisconsin chapter of SCORE.  I am very impressed with the quality of my co-mentors and the training provided in the courses we sponsor.  I would encourage anyone running a business to take advantage of these resources.  The price is certainly right.

Resume

Education

<p>
Yale. &nbsp;M.A.</p>

<p>
Princeton. A.B.</p>

<p>
Marquette University. &nbsp;College of Journalism.</p>

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Dorothy Savastano

Dorothy Savastano

Current City: Northford, CT
Chapter: New Haven SCORE

Results orientated sales and marketing professional.  In addition, I was  a  training facilitator and public relations contributor.  Experience is primarily in the Banking industry.  Within that industry I created, trained and mentored a team of outside sales professionals who interacted with small business owners in order to sell business banking products matching their particular needs.

 

Other skill sets include program development,project management and event planning.

Resume

Walter H Rotz

Walter H Rotz

Current City: Forsyth, IL
Chapter: Decatur SCORE

Bachelor's of Science in Business from Eastern Illinois University.

Master's of Science in Taxation from Bentley University in Waltham Massachusetts.

Worked for Cooper's and Lybrand CPA in St Louis, Missouri for 3 years.

Owned and operated CPA firm in Lewiston, Maine for 36 years

Retired in May 2010 from CPA practice and moved back to Decatur, my home town.

Resume

 Ask SCORE

       I own a software development company. While I wouldn’t consider myself disorganized,
at the end of most days I can’t help feeling I haven’t accomplished what I set out to do that day.
What can I do to better manage my time?

About the Author

       This column is brought to you by the Merrimack Valley Chapter of SCORE, with nearly
70 current and former business executives available to provide free, confidential, one-on-one
business mentoring and training workshops for area businesses. Call 603-666-7561 or visit
merrimackvalley.score.org for information on mentoring, upcoming workshops and volunteer
opportunities. SCORE is a national, non-profit organization and a resource partner of the U. S.
Small Business Administration.

Michael Manning

Michael Manning

Current City: West Windsor, NJ
Chapter: Princeton SCORE

Throughout my career, I have had an opportunity to work for leading companies (i.e., Salesforce.com, Cisco, Deloitte, IBM, AT&T, Prudential) and high profile clients on strategic and innovative initiatives across a variety of subjects.  As a result, I have developed valuable consulting skills and industry experience that will directly benefit many SCORE clients at various stages of maturity.  Additionally, for much of my career, I have held leadership positions with management consulting practices, so, I am very accustomed to managing client relationships. 

Samples of my work include:

  • Planning:  Broad experience planning business initiatives from initial concept definition to execution
  • Business Plans / Justification:  Developed business plans and related cost justification for a variety of initiatives that ranged from small investments to approximately $100 million
  • Innovation: Helped organizations think “outside the box” to develop new value propositions and potential businesses / services to grow revenue and improve customer service
  • Information Technology:  Business / IT planning, governance, centers of excellence, program management, requirements planning, and vendor selection
  • Start Ups:  Held leadership positions while launching new, start-up business service organizations
  • Product Management: Launched new global services as a product manager
  • Size of Companies: Worked with large and small businesses, including start-ups and candidate spin-offs

Resume

Education

THE UNIVERSITY OF CONNECTICUT, Master in Business Administration, Storrs, CT

THE UNIVERSITY OF MICHIGAN, Bachelor of Arts, Ann Arbor, MI

THE GEORGE WASHINGTON UNIVERSITY SCHOOL OF BUSINESS AND PUBLIC MANAGEMENT, Masters Certificate in Project Management, Washington, DC

William Ferguson

William Ferguson

Current City: Madison, WI
Chapter: Madison SCORE

Have worked several decades as a practicing CPA specializing in accounting, budgeting & taxation.  Also a lawyer so able to counsel on certain amounts of legal issue - choice of entity, etc.

Resume

Education

<p>
Cal State University at Los Angeles - Business Admin &amp; Accounting</p>

<p>
La Salle Ext University - Law Degree</p>

<p>
Wisconsin CPA</p>

<p>
Member of the Calif Bar.</p>

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Stephen Engelhardt

Stephen Engelhardt

Current City: Sun Lakes, AZ

I am a expert is sales and marketing, especially for high tech products. I also have heavy management, HR and hiring and training skills. My primary career focus was the sale of computers, software other high tech products to a wide range of businesses, especially the financial industry. I worked my way up to the Vice President level by proving that I could develop staff and produce exceptional levels of performance.

I believe my success with customers was due to two primary elements: showing the customer how my product would affect his profit and effective, timely follow-up.

My expertise is in sales, trade shows,, marketing, selection and training of sales personnel, prospecting, pricing. compensation plans, sales expense control, proposal writing and government bidding. I also also quite experienced in a variety of effective forecasting methods.

I heavy industry experience in banking, security, postal, unemployment tax cost control, government, retail, manufacturing,non-profit, etc.

Resume

Education

<p> Master of Business Administration, University of Phoenix Bachelor of Business Administration, University of Texas, Arlington Various Formal Corporate Training Programs such as: Sales Sales Management Computer Programming EEOC and HIPPA</p>

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