Business Finance & Accounting

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Jamie Schmidt

Jamie Schmidt

Current City: De Pere, WI
Chapter: Green Bay SCORE

I have been in commercial banking as a Credit Analyst since 2000 at a number of different Banks.  The my current position is with Wisconsin Bank & Trust.  I have been here since 2007.

Resume

Education

I graduated from UW-River Falls in May of 2000 with a B.S. in Agricultural Business.

Helen Bradford Hanley

Helen Bradford Hanley

Current City: Hudson, FL

Helen Bradford Hanley, FACMPE

Helen utilized SCORE when she initially started her business, Mason-Hanley & Associates in Nashville, TN in 1985, and feels it is now time to pay it forward to others who need business advice.

Helen is currently co-owner of Hanley Consulting (HC) and has been a Value Added Associate and Distributor affiliated with Target Training International, Ltd. (TTI) since 1995.  Her son, Craig, will be taking over the family business in a few years.  HC utilizes the TTI Success Insights® Behaviors and Motivators and TTI Insights™ Job assessment tools in their consulting business and customizes solutions to everyday business problems utilizing these tools. Helen has presented workshops on these subjects at the National meetings for the Medical Group Management Association, American Society of Ophthalmology Administrators/Surgeons and Medic Computer Systems (now Misys Group) and for many local groups and organizations.  Helen specializes in ensuring her clients obtain meaningful day-to-day implementation of her problem-solving recommendations, and will provide this same type mentoring to her SCORE clients and workshop attendees.

As a Business Banker, Helen assisted clients in the areas of Business Lending (SBA and conventional) and business financial management, has worked with virtually all types of businesses, and will continue consulting in these areas to help her clients, both SCORE and private pay, attain financial success.

Resume

Education

<p> <strong>Target Training International, Ltd</strong>., Boot Camp and Annual Conference, <em>Jan 7-12,&nbsp;2015</em></p> <p> <strong>SunTrust Bank, </strong>Banking Courses, <em>August 2007-Dec 2012</em></p> <p> <strong>BB&amp;T University, </strong>Banking Courses, <em>June 2004-July &nbsp;2007</em></p> <p> <strong>SouthTrust Bank, </strong>Banking Courses, <em>June 2002-Feb 2004</em></p> <p> <strong>American College of Medical Practice Executives, Member, </strong><em>1994 to 2002, </em>Division of Medical Group Management Association</p> <p> <em><strong>&nbsp;&nbsp; Certified Medical Practice Executive</strong>&nbsp; </em>&nbsp;(passed all three parts of exam at first sitting), Dec. 1994</p> <p> <strong><em>&nbsp;&nbsp; Fellow, </em></strong>Sept. 1995; <strong><em>Life Fellow, </em></strong>July 2005 to present</p> <p> <em><strong>&nbsp;&nbsp; Professional Paper Published</strong>,</em> <strong><em>College Review</em></strong><strong>, </strong>Fall 1996</p> <p> <strong>American Society of Ophthalmic Administrators; Member, Annual Conventions</strong>, <em>1999, 2000, 2001&ndash;Speaker for 4 Breakout sessions on Behavior Style Analysis Tools and Personal Interests, Attitudes and Values Tools; 2002-Speaker for 5 Sessions</em></p> <p> <strong>Medical Group Management Association; Member, </strong><em>1993-2002</em><strong>, Annual Conventions, <em>1993, 1994, 1995, 2000, 2001-</em></strong><em>Speaker for Breakout Session at 2001 Annual Meeting</em></p> <p> <strong>Numerous Accounting, Practice and Financial Management seminars and course work, <em>1979 to Present</em></strong></p> <p> <strong>Nashville State Technical Institute, <em>1980, </em></strong>Nashville, TN,&nbsp;<em><strong>Associates Degree in Banking </strong></em></p> <p> <strong>Tennessee </strong><strong>School of Banking, </strong>Vanderbilt University Campus, 1984</p>

Brian Rice

Brian Rice

Current City: Lancaster, PA

Resume

Education

B.A. Franklin & Marshall College

Michael Hall

Michael Hall

Current City: West Linn, OR
Chapter: Portland SCORE

 

Summary

Twenty-years - Operations management in large multi-site manufacturing companies.

Fifteen-years - Managed my own manufacturing company ($5 Million in sales) 

Strong team building skills, sound financial understanding, extrovert personality.

Solid experience of new product development in Plant start-up and relocation.

 

Resume

Education

<p> <u>Undergraduate degrees</u></p> <p> Metallurgy - Sheffield, Hallam. England</p> <p> Business management - Concordia University,Portland&nbsp;</p> <p> <u>Post Graduate </u></p> <p> Operations management - Sheffield, Hallam.England&nbsp;&nbsp;&nbsp;</p>

Paulette Crawford

Paulette Crawford

Current City: Blue Springs, MO

Retired Business Owner and Small Business Consultant - 35 years of experience in the small business arena in the areas of finance, accounting, marketing, public relations and event planning.  Alumni of Rockhurst University and do volunteering work there in some of these areas.  Member of Nonprofit Connect, Central Exchange and SCORE-Kansas City.  Consult with many local nonprofits for the last three years on a pro-bono basis.

Resume

Education

Bachelor of Science in Business Administration with a double major in Accounting and Management from Rockhurst University in 1983.  Recipient of the Wall Street Journal Award for the highest gpa in graduating class.

Laurens (Larry) Ferdinand Schaad Jr.

Laurens (Larry) Ferdinand Schaad Jr.

Current City: Miami, FL
Chapter: Miami Dade

Dynamic executive adept in financial management and strategic planning. Broad experience in domestic and international treasury operations and public and private capital raising. Proven ability to successfully manage interest rate and currency positions to minimize income statement and balance sheet exposure. Experienced in credit challenged and turnaround situations. Exceptional financial and business acumen in diverse industries such as Corporate Banking, Office Equipment and Commercial Real Estate Securities. Areas of expertise: • Complex Financial Structures • Contract Negotiations • Bank Relationship Management • Derivatives • International Finance • Acquisition Analysis • Team Leadership • Foreign Exchange • Process Improvements

Resume

Education

BSBA from University of Florida 1978

Theresa M Zittritsch

Theresa M Zittritsch

Current City: Williston, VT

34 years at IBM

IBM Business Development - Mergers and acquisitions

IBM Functional manager

Resume

John Schlobohm

John Schlobohm

Current City: New Fairfield, CT

18 Years Department and Specialty Store Management

25 Years Financial Consulting

Resume

Education

<p>
B.S. New York Institute of Technology</p>

Darwin Hopwood

Darwin Hopwood

Current City: Las Vegas, NV
Chapter: SCORE Las Vegas

I have extensive experience in financial management including investments, banking, bank regulation, and running my own construction company.

Resume

Education

&lt;p&gt; UNLV Executive MBA Program&lt;/p&gt;

Dr. Santoshia Oggs

Dr. Santoshia Oggs

Chapter: SCORE Atlanta
 

KEY STRENGTHS

 

Financial Auditing ● Industry Professional ● Experienced Leader ● Communications/Negotiation ● Team Leadership ● Accounting Planning/Coordination ● Training/Staff Development ● Financial Statements ●  Forecasting/Trend Analysis  Technical Analysis ●  Strategic Planning ● Business Policies ● Policy Development  ● Cost Control/Containment ● Advisor to Executive Management ● Cost Benefit Analysis ● Budget Formulation ● Manage Mission and Vision

Highly accomplished finance and accounting professional with over 19 years of progressive leadership growth within the Federal Government and civilian sector. A results driven, top performing, hands-on, highly accomplished Financial Consultant and Financial Controller credited over her career with combining commitment to the organization’s financial processes, preparing, justifying and administering large program budgets, overseeing procurement and expenditures and utilizing cost accounting  principles to deliver efficient operational performance, and actively managing multi-project service contracts totaling over $24M. Strong expertise streamlining business processes using a two-phased restructuring approach, and leading a team developing a plan to centralize the finance/contract management functions.

Resume

Education

Doctorate of Business Administration: Business Management/Marketing ,   

Argosy University, Atlanta, Ga          2014

Master of Arts (MA): Concentration in Finance                                                                    

Webster University, St. Louis, MO    2004    

Bachelor of Arts (BA) Sociology                                                                                                   

Hampton  University, Hampton, VA     1999

 

Computer Skills: Microsoft Office (Word, Excel, Access, Project, PowerPoint, resource Management Tool (RMT)

Sigma Beta Delta Honor Society

Certified Defense Financial Manager (CDFM)

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