Counselors to America's Small Business
CPA and attorney with over 23 years of extensive advisory and management experience within three Big 4 professional services firms and two Fortune 500 health/managed care and life insurance corporations . Well-rounded leadership experience in M&A, start-up advisory, provider development, internal controls, accounting and financial analysis.
• The Wharton School, University of Pennsylvania, - (MBA), • Law School, Obafemi Awolowo University, Nigeria • CPA (Virginia), • Certified Internal Auditor • Attorney (State of New York) • Certified Fraud Examiner (CFE)
I have extensive experience in managing financial institutions having held ownership positions in several small Kansas banks. I was President of First Community Bank, Emporia, Ks; President of Commerce Savings & Loan, Shawnee, Ks: president of Los Alamos National Bank, Los Alamos, NM. At various times I owned a small insurance agency, a small real estate agency and continue to own an 18 unit shopping center in Topeka, Ks with my son & wife. In between ownership in the banks I worked as a bank consultant doing business plans, budgets and policies for several Kansas banks.
I am a graduate of Kansas State University with a BS in agricultural economics, post graduate studies in economics at Wichita State University and a graduate degree in banking and finance from the Southwestern Graduate School of Banking, Southern Methodist University.
Lubin School of Business at Pace University MBA in Management and Entrepreneurship
State University of NY at Fredonia BS in Organizational Psychology (User Interface Design/Leadership) and Information Systems
A professional with 08+ years of industry experience in managing transformation engagements in Management Consulting, Product Evaluation, Vendor Selection, Market Research, IT Portfolio Assessment, and Custom Solutions Designing. Primarily worked as Management Consultant, and Project Manager with Most Forward Looking Clients in Manufacturing, Logistics, Utilities and Non-Conventional Energy Generation Companies.
I am a Certified Supply Chain Professional (CSCP) from APICS, USA and have Post Graduate Degree in Industrial Engineering (Strategy and Operations) and Graduate Degree in Mechanical Engineering. I have hands on experience in conducting client workshops, digital marketing, market research and data analytics.
I have been consistently recognized by my clients and employers for my ability to deliver outstanding results. I have won ‘Above and Beyond Call of Duty’ Award, ‘Consulting Excellence’, and ‘Going Extra Mile’ from Cognizant Business Consulting and got nominated for ‘Consultant of the Year’, a highly coveted award in business consulting practice.
<p> Graduate in Mechanical Engineering with Honors</p> <p> Post Graduate in Industrial Engineering (Strategy and Operations) from Tier - 1 Institute</p>
I have over 50 years of retail experience. From working for my father when I was in middle and high schools to being the Chief Operating Officer of three major retailers, I have developed a wide range of skills that span other industries. I love to help business managers solve problems and to build teams making operations more efficient and more profitable. My areas of responsibility have included Finance, IT and E-business support, Logistics, Human Resources, Loss Prevention, Store Operations, Real Estate & Leasing, Store Planning and Construction. I am an avid golfer and not so avid of a fly fisherman and photographer.
Held multiple positions in all phases of operations, primarily manufacturing over a period of 18 years.. Management and start up, integration and team development within multiple locations in USA and Canada. Manager of Business Development Center while in New Zealand, (2003-2012) providing business planning, facilitation, training workshops and resources to small - medium businesses - 6 years. Project Management for District Economic Development Trust fostering regional business growth. Business Mentor in New Zealand and Pacific Islands - 7 plus years - across industry sectors. Independent contractor and business coach, conducting web based business risk assessments with follow up coaching. Follow up coaching sessions from small business workshops. 2012 - 2015 Warehouse, Supply Chain Management, Production Enhancement - Implementation of systems and team building for Plastics Injection Molding Company.
<p> </p> <p> <span> Dunedin Teachers University, Dunedin New Zealand - Graduate with Distinction</span></p> <p> <span> Quinnipiac College, Hamden, CT - major Accounting / Human Resources</span></p> <p> <span>Varied Professional Development Training/Educational sessions throughout career</span></p> <p> <span> </span></p> <p> </p>
I am an entrepreneur with a winning attitude, effective leadership skills and a strong work ethic. I learn quickly and contribute immediately. I have a solid understanding of how to work within the Greater Omaha Business Community, and I have a lifetime of experience developing professional relationships. I understand the value of a customer/member and the importance of retention. I am a difference maker and I offer a competitive advantage. I look for new/creative ways to help the company I work for remain relevant for our customers/members and our community.
Trust Officer and Investment Advisor
<p> BS Ag Business Western Illinois University</p> <p> MS Ag Economics University of Illinois</p> <p> </p>
Engineering and Business education at the University of Wisconsin. Jim has been an Entrepreneurship Mentor in Residence at the University of Arizona since 1989.
I have worked in the Travel Industry for well over 25 years. But, 11 years ago I decided to open my own travel agency with a partner and we became Let's Go! Travel. We were the first home based travel agency in Tuolumne County.
During these past 11 years I have had to face the challenges of re-defining myself as a Travel Consultant, facing the increasing need to be available in all types of formats (mobile, web, social media) and just meeting the ever growing small business economic changes.
High School Graduate
Attending college courses in Business Administration, Business Accounting, Office Management - though have never received a college degree.
I continuously keep up with courses specific to my profession, have earned my accreditation with the Cruise Industry (CLIA) and the National Association of Travel Agents (NACTA).
I have also been awarded destination specialist distinctions for Hawaii, France and Italy.