Banking, Financial Services and Insurance

Frank Sioli

Current City: Miami, FL
Chapter: Miami Dade

Forty-three years experience as a commercial property/casualty insurance agent/broker.

Resume

Education
n/a

Herbert L Sears

Current City: Glen Allen, VA

I have over 16 years of professional sales, business development, and negotiation experience in the financial Industry. Professionally trained in consultative selling techniques by two of the nation’s top financial institutions. Experience includes business & residential mortgage finance, consultative sales & strategic marketing, business plans, cultivating business relationships & quality customer service.

Resume

Education
n/a

This document explains the importance of your credit score, the method used in its calculation, how it's used and how to obtain a copy.

Ray Staton

Retired attorney.

Real property financing and acquisition.

Business acquisitions, businesss organization, business operations.

Business plans.

Non-profit organization, Charitable organizations.  Tax exempt status.

Professional Services management.  Professional services marketing.

Formation and management of business entities; partnership agreements, LLC operating agreements. bylaws.

Contracts, licenses, non-competition agreements, employment agreements.  Independent contractor or employee issues. 

Business buy - sell agreements.

Real estate sales and real estate leases.

 

 

Resume

Education

BA 1965, JD 1974

Paul Campbell

Current City: St George, UT

Marketing and sales, financial strategies, and SBA loans and small business loans are part of my background and experience. Helped develop and implement business strategies.

Experience as marketing director of medium and large banks. CEO of a community bank for 20 years. Graduate of National Commercial Lending School, The ABA’s Bank Marketing School, and The Pacific Coast Banking School.

Resume

Education

Graduate of the Bank Marketing School

Graduate of the Pacific Coast Banking School
Graduate of the National Commercial Lending School
School of Hard Knocks.

Eric Deuble

Current City: Liverpool, NY

Insurance broker

Resume

Education
n/a

Virgil M Dissmeyer

Current City: Edina, MN

Two years Butternut Coffee, Omaha wholesale grocer, hdwe, liquor & coffee; Five year field auditor / income taxes Arthur Andersen & Co., Omaha; One year Revenue Accounting Manager at M&StL Railroad, Mpls; 30 years Norwest Bank, Mpls - IT manager, Controller, Sr. V.P. Operations. Ten years owner of D-R Mgmt, Inc. Mpls consultant to financial institutions. Also experienced as Drupal webmaster, ConstantContact email marketing and ReadyTalk voice and webinar conferencing.

Proficient in developing online on demand recorded webinars as a client or member training tool.

Resume

Education

University of Nebraska, BBA, Accounting Major Rutgers School of Banking Twin Cities Four Company School Many online and seminar bases courses

Juan J Fret

Current City: Oldsmar, FL

Juan J. Fret is a seasoned manager with over 45 years of aggregate experience in credit, industrial and operations management. He was a Graduate School of Business professor of managerial accounting with extensive business administration, mentoring, coaching, counseling as well as training and organizational development experience. Juan offers advice with a perspective on essential business disciplines such as Money, Management and marketing. Professional Qualifications: Able to evaluate business operations & offer ideas for cost control, debt & credit management, improving profits and achieving a stronger, better organized and more effective business Highly organized planner, able to develop plans, strategies, time lines & frequent reviews to improve business processes, strategies, and increase profitability Global thinker, committed to achieving results and making the immediate community a better place to live and work Proficient in developing and managing financial budgets, operational and strategic plans, expense forecasts and justifications for acquisitions Effective written and oral communications skills, analytical ability and competence to deal effectively with diverse types of people with different types of values, styles and personalities Patient and intent listener with ability to read between the lines and interpret body language Able to deal with ambiguity and drive change in complex, high-stress environments Demonstrated proficiency in business counseling, coaching and mentoring for aspiring entrepreneurs and existing business owners Completely PC literate: Word, Excel, PowerPoint, Access data base, MS Publisher, QuickBooks, and Smart Draw.

Resume

Education

BBA, MBA

Gerald A Staraitis

Current City: Napervile, IL

Business Systems Analyst (Asset Based Lending, IBM Credit) Financial Manager National Human Resources and Personnel (Sears), IT Liason, Accounting Center Controller, Audit Group Controller Retail Stores Operations and Financial Auditor

Resume

Education

John Carroll University, University Hts., Ohio; Bachelor of Science in Business Administration. Moody's Credit Underwriting

Ronald B Williams

Current City: Downers Grove, IL

Food Industry, Director of Corporate Planing, 13 years Consulting, on my own, 5 years Training, primarily sales training and large custom contracrs, 30 years

Resume

Education

BA, Economics, UW-Madison MBA, Northwestern Kellogg School of Management

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