Business Finance & Accounting

20

Emir J Phillips

Emir J Phillips

Current City: Santa Monica, CA

Resume

Education

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<strong>SUMMARY</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Financial consultant with MSFS, ChFC, CLU, JD, MBA, and background as a practicing attorney. Superlative communication skills reflected in published novel and presentations in federal courts, including two filed certiorari before the U.S. Supreme Court.</p>
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EXPERIENCE</h1>
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<strong>FINANCIAL ADVISOR | Los Angeles | 2008-present</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Insurance broker with Quantum Insurance Design</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Registered Investment Advisor and Financial Representative with NDX</p>
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<strong>INDEPENDENT BUSINESS ADVISOR | Los Angeles | 2003-2007</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Consulted clients on managing relationships with law firms and preparing for legal cases.</p>
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&middot;&nbsp;&nbsp; &nbsp;&nbsp;Negotiated settlements and contracts.</p>
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<strong>LAW OFFICES OF EMIR PHILLIPS | </strong><strong>Principal | Los Angeles | 1990-1998</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Founded firm of 3 lawyers specializing in civil rights, criminal law and workers comp.</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Handled over 350 cases, generating $2-3 million in annual revenue.</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Supervised entire operation: real estate, personnel, tax prep, and $150k in marketing annually.</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Court affiliations: U.S. Supreme Court, U.S. Court of Appeals for the Ninth Circuit, U.S. District Court, U.S. Court of Federal Claims, California Supreme Court.</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Memberships: California Applicants Attorneys Association, Association of Trial Lawyers of America.</p>
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EDUCATION</h1>
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<strong>MSFS</strong>: Masters of Science in Financial Services: THE AMERICAN COLLEGE, PA</li>
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<strong>ChFC</strong> and <strong>CLU: </strong>THE AMERICAN COLLEGE, PA</li>
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<strong>JD: </strong>University Of Indiana Law School, Bloomington, IN</li>
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<strong>MBA: </strong>California State University, Long Beach, CA
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Assisted in developing innovative business plan to increase savings rate for blue-collar pension.&nbsp; Project initiated by Professor Richard H. Thaler (U. Chicago) and Professor Shlomo Benartzi (UCLA).</li>
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<strong>BS Economics: </strong>University Of New Orleans, LA</li>
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<strong>Certifications and Licenses:</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Project Management Institute (#80219)</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Registered Investment Advisor (Series 65 license)</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Financial Representative (Series 63 and 7 license)</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; IRS Certified Tax Preparer</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Certified Annuity, Medicare and Long-Term Care Specialist</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Real Estate Broker</p>
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ETCETERA</h1>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <strong>Languages:</strong> Spoken Spanish</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <strong>Real Estate:</strong> Currently manage 3 properties (commercial and residential)</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <strong>Interests:</strong> History, Theology, Boxing, Travel (Cuba, Poland, Chile, Spain, France, Italy, Austria)</p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <strong>Writing:</strong> Author of the published novel <em>Lucitan </em>(Amazon.com)</p>
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<strong>REFERENCES</strong></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Prof. Shlomo Benartzi, UCLA/Anderson, 310-206-9939 | <a href="mailto:shlomo.benartzi@anderson.ucla.edu">shlomo.benartzi@anderson.ucla.edu</a></p>
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&middot;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Prof. Donald Minyard, University of Alabama, (205) 541-1229 | dminyard@bham.net</p>

Lawrence A Brody

Lawrence A Brody

Current City: Louisville, KY
Chapter: Louisville SCORE

Retail Management and Operations expert. To include: merchandising, purchasing, marketing and advertising, sales and sales management, showroom layout and displays, bookkeeping and accounting, tax issues, human resources - hiring, firing, compensation, employee benefits, service department management, store maintenance, leasing - real estate and auto, purchase of land and buildings and capital equipment, franchising. Owned retail floor covering store; Owned wholesale floor covering business. Operated retail floor covering store for 42 years. Company became an early member of Carpet One. Opened a Prosource Wholesale Floor Covering Franchise that presently has locations in Louisville and Lexington, KY. Was an Armstrong Floor Fashion Center member and served on National Council. Served 2 years on active duty with U.S. Air Force as an accounting and budget officer.

Resume

Education

<p> BS In Business (Accounting), Indiana University</p>

Leon Kirby

Leon Kirby

Current City: Endwell, NY

Co-founded a cash register business in 1967.  The product and services have changed since then and bought out my partner in 1989 and sold the business in 2005.  It is profitable and it international in its selling and supporting the product line since the company became an IBM Business Partner in 1986;  The company specializes in  supermarket point of sale systems, scanning, inventories, credit & debit cards and communications with the various suppliers of the supermarket.

Founded a software company that controlled inventories on cruise ships and at sports stadiums and college bookstores.  Had 65 dealers around the country.  Closed the company in 1989.

Had several rental properties Commercial and rentals to college students. Sold all units in 2002.

Resume

Education

Graduated from SUNY Canton in 1960 with an AAS degree.

Jack Chezek

Jack Chezek

Current City: Toledo, OH

Vice Pres Controller-Doehler Jarvis,Worthington Industries,VP FINANCE-Treasurer-Flxble Industries/General Automotive,President Automatic Connector ,Consultant to defense contractor,computer sales/service company,medical device company

Resume

Education

<p> BS Fordham University,Pace University</p>

Glenn P Eisen

Glenn P Eisen

Current City: Hastings on Hudson, NY

A senior operating executive and management consultant with over 40 years global experience helping governments and companies in many industries evaluate current operations, reduce cost and develop and implement new strategies, operations, organizations and systems. Currently involved full time in post business career activities. Major expertise includes: -Procurement, logistics and supply chain management. -Project management, planning, scheduling and resource utilization. -Management training and development. -Field response to medical emergencies and catastrophic disasters. -Business and government evaluation, operations and improvement. -Professional Services Firm operations and management. -Commercial international and national arbitration. -Business ethics, including Sentencing Guidelines compliance, program implementation.  Formerly member of SCORE in Los Angeles County and Orange County California.

Resume

Education

B.S. Industrial Management & Economics, Illinois Institute of Technology -Mainline post graduate study course completion in consulting methodoligies and systems design & implementation at Accenture Consulting's (then known as Andersen Consulting) Center for Professional Education. -FEMA Incident Command Structure Courses IS-100, IS-200, IS-700, IS-800 - National Disaster Medical System Incident Response Command Team training course

Raymond T Nasser

Raymond T Nasser

Current City: Midlothian, VA
Chapter: Richmond SCORE

 

Ray is active in both face to face counseling and email counseling. His skills include helping clients start their business and also help them with business plans, financial forecasting, financial analysis, and their financing requests. He can help existing businesses analyze their operations to find weak spots and develop strategies for profit and operational improvement. Ray has experience in many industries. 

Ray is also part of the Richmond chapter's Profit Improvement Team. This team works with existing businesses with at least  $1,000,000 in revenues to improve their situation. 

Ray's experience includes 33 years with First Union National Bank/Wachovia Bank retiring as Executive Vice-President and Senior Credit Officer.  He was involved in extending credit and banking services to large and small businesses. He developed skills in detecting, analyzing, and solving problems in starting and running businesses. 

After retiring from the bank, Ray earned his Certified Financial Planning designation and started his own financial planning company. Ray provided fee only financial planning and investment advice to individuals. After 6 years Ray decided to sell the business and focus on his volunteer activities. 

 

 

 

Resume

Education

&lt;p&gt; BA Economics-Wake Forest University Financial Planning Certificate-Virginia Commonwealth University LSU School of Banking of the South&lt;/p&gt;

Kevin Dauphinee

Kevin Dauphinee

Current City: Henderson, NV
Chapter: SCORE Las Vegas

Investment consultant with focus on protection for senior markets.

Investment Consultant - Cathay Consultants Ltd. Las Vegas, NV August 2010 - Present. Provide guidance for individuals, families and business owners to protect and build wealth.

Managing Director - Cathay Consultants Limited - Beijing & Beverly Hills July 2001 - August 2010. Established in 2001 in Beijing to advise Western firms intent on business growth in Asia.

Managing Director, Asia-Pacific (Beijing) Pinnacle System, Inc. - July 1999 - June 2001 Established regional strategic objectives and policies, directed region-wide company performance, ensuring good corporate governance and local law compliance.

Manager, Worldwide Sales - Hewlett-Packard Company - Santa Clara, CA September 1997 - June 1999 Directed worldwide sales operations, including channel management and partner selection.

Earlier Career

Director, Product Marketing - Tektronix, Inc. - Beaverton, OR

Vice President, General Manager - Sony Corporation of America - San Jose, CA

Product Manager - Ampex Corporation - Redwood City, CA

Vice President, Sales and Marketing - Dolby Laboratories, Inc. - San Francisco, CA

Engineering Manager - American Broadcasting Companies, Inc. - New York, NY

Product Manager - Dolby Laboratories, Inc. - San Francisco, CA

Resume

Education

MBA, Finance - Fordham University

BSEE - Colorado State University

John J Harrington

John J Harrington

Current City: Fleming Island, FL
  • President - Biz BUYology, LLC
  • Owner - Appraisal Advantage  (Business Valuations)
  • Real Estate Managing Broker - Property Management Resources
  • Member of Board of Directors - Global Asset Management Solutions, Inc.
  • Member of Board of Directors - Springs Water Works, Inc.
  • Member of Board of Directors - Performance Investment Partners, Inc.
  • SCORE Jacksonville Existing Business Counseling Coordinator
  • Vice President of Development - Small Business Resource Network (SBRN) Jacksonville, Florida  2008 - 2014
  • President - Empire Investment Partners, Inc., Fleming Island, Florida  2003 -2007
  • President & Chairman of Board - Boys Hope of Florida  2000 - 2004
  • Various Executive Management Positions - Ryder System, Inc. - Miami, Florida  1985 - 2008
  • Florida Real Estate Broker License #BK3079778
  • Florida Community Association Manager License #CAM34980
  • Florida Real Estate Registered Trainee Appraiser  #RI2381

Resume

Education

  • University of Scranton - B.S. Business Administration
  • Delaware Law School
  • Saint Joseph University
  • Saint Bonaventure University
  • University of Wisconsin
  • University of Florida
  • Eckert College

David Lloyd Evans

David Lloyd Evans

Current City: Wadsworth, OH

SCORE Accredited Counselor 2006 to present;

Commercial lender, sales, Business Plans, Consumer Credit Counseling,  Information Technology, Commercial lending small businesses

Resume

Education

BA, Kenyon College, Gambier, OH, psychology

MAB, Stonier Graduate School of Banking, Rutgers University, New Brunswick, NJ

James R McCormick

James R McCormick

Current City: Oneida, WI
Chapter: Green Bay SCORE

Regular Army Officer with leadership experience as Platoon leader, Executive Officer, and Company Commander with 1st and 2nd Infantry Divisions. 27 years with the United States Postal Service as Industrial Engineer, Manager Industrial Engineering, Director of Mail Processing, Director of Operations Support, and MSC Manager/Postmaster. The world's largest distribution, logistics, and delivery system - required proficiencies of me in operations improvement, personnel and labor relations; mechanical, building, and fleet maintenance, financial and operations analysis; air and highway transportation networks and contracting; facilities justification and design; Manager, supervisor and employee skills training; and public relations.

Resume

Education

<p> BS/MS Mechanical Engineering from South Dakota State University - MS in Industrial Engineering option. Executive programs from Duke Universities Fuqua School of Business and University of Virginia&#39;s Darden School of Business.</p>

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