Banking, Financial Services and Insurance

 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.

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.

I can generally answer any question involving taxes, accounting, budgeting and business law. 

 

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> <p> &nbsp;</p>

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>

       I’ve been approached by a lead generation service. Do they really work, and if not, what other means of generating leads can you suggest?

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.

       Have a question you’d like answered in this column? E-mail it to info@score-manchester.org, with “Ask SCORE” in the subject line.

Cornelius E Cobb

Cornelius E Cobb

Current City: Hamden, CT
Chapter: New Haven SCORE

Management Profile
Cornelius E. Cobb, Founder and Principal of C. Cobb Accounts, LLC
Cornelius ( Sonny) Cobb has extensive experience in financial management, finance, accounting and taxes. As vice president and branch manager for Bank of America he was loan out to the University of New Haven to assist in their minority and small business development program. He was comptroller for Global Specialties, Inc a electronic manufacturing company in New Haven, CT. Chief Financial Officer for the Sagamore Group, Inc, a Construction Consultant company, specializing in Department of Transportation construction. As Business Support Administrator For Comcast, New Haven, CT, he assisted the Business Manger in the Accounts payable department. He was Accountant for The Elderly Nutrition Program, for the New Haven area in CT. He was Chief Financial Officer for The Highville Mustard Seed Development Corp, A Charter School in Hamden, CT.
Serviced on the board of Police Commissioners in the town of Hamden, Serviced as Chairman of the Board and President and Tax Consultant for the Connecticut Police Commissioners of Connecticut, President, Vice President, and Treasurer of The Connecticut Chapter of The National Association of Tax professionals. Pro-Bono Tax Preparer for AARP in Hamden, CT. SCORE - Mentor Volunteer, New Haven Chapter.

Cornelius Cobb, RTRP started C. Cobb Accounts, LLC, A twenty year old business to assist small businesses in their need to respond. to instant financial information at an affordable cost for accounting services by using accounting software training and to understand the value of maintaining financial records that are accurate, accessible and relate to growth and improvement of their business. In addition, by offering training in bookkeeping services, and tax preparation services, tax planning and reach with an inference is on proficient and convenience and offering a quick turn around time service to our clients.

Resume

Education

Williams College, MA ---School of Banking
University of New Haven, CT Accounting

Andrew Marein

Andrew Marein

Current City: Oak Creek, WI
  • Venture Capital/Investment Analysis: deal syndication, technology transfer, review of financing requests, investment due diligence, business plan development, participation on boards of directors, startup financing, leveraged buyouts, mergers, market feasibility studies, strategic planning, fraud audits
  • Accounting/Auditing: Check fraud investigation, general ledger reconciliation, accounts receivable, accounts payable, general ledger.
  • Financial analysis: Supply chain efficiency
  • Journalism: City desk, general assignment, City Hall, city and county politics,investigative journalism, photojournalist
  • Public Relations: News releases, publications, event organization, fund raising

Resume

Education

<ul>
<li>
The Venture Capital Institute</li>
<li>
University of Wisconsin Graduate School of Business-MS</li>
<li>
Michigan State University School of Journalism-BA</li>
</ul>

Karl "Casey" Pond

Karl "Casey" Pond

Current City: Hendersonville, NC
Chapter: Asheville SCORE

Financial Advisor Wells Fargo Advisors

I create and actively maintain customized financial and retirement plans for affluent individuals, families, institutions, and businesses that address the specific needs, wants and goals of future years and generations.

 

Business Development Director

Verdante Bioenergy

 

 

Consultant

Frontline Conservation Real Estate

 

 

 

Director of Development

Habitat ReStore

 

 

Technical Training Technician

Silicon Valley Group

 

Developed training methods for the building of multiple $10MM Micrascan systems, used for manufacture of the Intel Pentium Chip critical layers.

 

Electronics Technician (Submarines)

United States Navy Worldwide

 

 

 

 

 

Resume

Education

<p> Appalachian State University 2011</p> <p> Masters of Business Administration with a concentration in Sustainable Business</p> <p> Appalachian State University 1997</p> <p> BS Education</p>

Charles Battle

Charles Battle

Current City: Davenport, FL

Expert in business startups and very knowledgeable in business marketing. 40+ years overseeing Janitorial services in the residential, commercial, industrial & healthcare sector. Own and operated my own business from start-up to 6 million dollar companies. As Operations manager for large Companies control over 12 to 16 Mil in business full P&L responsibility. Experienced in 8 (a) programs.

Resume

Education

Temple University Class of 1967

       I started my refrigeration repair business six months ago and am now at the point of 
needing to interview candidates for my first employee. I’ve never done this before. What tips can 
you offer?

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.
       Have a question you’d like answered in this column? E-mail it to info@score-manchester.org, with “Ask SCORE” in the subject line.

Stephanie Murphy

Stephanie Murphy

Current City: Springfield, MO

 

Commerce Bank - Small Business Banking

January 2008 to Present

I work with small to medium sized businesses and assist them with their depository and lending needs. At Commerce Bank we have a wide array of products and solutions to fit most customer needs.

Resume

Education

Financial Accounting For Bankers

University of Phoenix - Business Administration

Vatterott College - Business Administration

Syndicate content