Business Strategy & Planning

22

Dolores McCarley

Dolores McCarley

Current City: Buffalo, NY

Professional Experience: Since 1984 have operated a business consulting firm. We specialize in bookkeeping (Quickbooks Pro), accounting, tax preparation, business plan development, loan packaging. Have contracted with both Federal and NY State agencies to provide technical assistance to small businesses. Including SBA, VA, NYS DOT, NYS DASNY, Empire State Development Agency. Small businesses including restaurants, maintenance operations, construction and construction related firms

Resume

Education

State University of New York at Buffalo BS Business Administration

Robert Wesleyan , MBA

 

 

John Oliva

John Oliva

Current City: New London, CT

Resume

Susan Ellen Marsh

Susan Ellen Marsh

Current City: Saint Paul, MN
Chapter: St Paul SCORE

I retired in 2013 from a career in law firm management. I had been the chief operating officer and the administrator for 5 years each at two Minneapolis law firms. I spend two+ years as the Finance Director at a third law firm. I ran a CPA firm for five years in Michigan. I am an inactive CPA and have my MBA in Business Administration. I taught accounting at Metropolitan State University for two years.

Resume

Education

<p>
MBA from Metropolitan State&nbsp;University, Minnesota &nbsp;2001</p>

<p>
Bachelor of Science from University of California, Berkeley &nbsp;1975</p>

Sangeet Vellore

Sangeet Vellore

Current City: Greenwich, CT

I like mentoring clients who want to startup a new venture, grow and expand their current business. As a consultant, I have helped retail companies on technology, inventory management,supply chain, pricing, training, strategy, transportation, manufacturing, human resources, marketing, accounting, product development, and project management. I enjoy learning about my client's current business and identifying actionable items to help clients achieve their business dreams.  

Resume

Education

Georgia Institute of Technology - 2011 - Bachelor of Science in Industrial Engineering

Richard G Maynard

Richard G Maynard

Current City: Harrison, ME

Resume

Peter Buckley

Peter Buckley

Current City: Aiken, SC

SENIOR FINANCIAL SERVICES EXECUTIVE
Financial services professional with 25+ years raising private capital on behalf of companies across a wide variety of industries, including telecommunications, technology, industrial, healthcare, consumer and retail sectors. Proven track record of identifying capital raising opportunities by educating and collaborating with relationship managers in large and small financial institutions. Experienced relationship builder with sources of private capital, including private equity, venture capital, insurance companies, mezzanine funds, hedge funds and pension funds.

Areas of expertise:
BUSINESS DEVELOPMENT – CAPITAL RAISING – ACCOUNT MANAGEMENT – PRIVATE EQUITY – CORPORATE FINANCE – FINANCIAL ADVISORY –

Resume

Education

<p>
Masters in Business Administration &ndash; Harvard Business School &ndash; Boston, MA 1986 Bachelor of Arts degree in Economics &ndash; The Colorado College &ndash; Colorado Springs, CO 1977</p>

Philip Jennings Stevens Jr.

Philip Jennings Stevens Jr.

Current City: Greenwich, CT

Commercial insurance and risk management. Assisted large corporations to self insure their own risks and to assist groups and associations in pooling their own risks by setting up and operating what are called captive insurance companies for these clients.

I have assisted over 40 clients to establish these unique, special purpose insurance companies: feasibility studies, financial pro-formas, business plans, capital structures, reinsurance, license applications to various insurance domiciles, actuarial projections, underwriting, rate and premium setting, as well as co-ordination of outside legal, tax, banking, claims, investment advisory and captive management services.

 

Resume

Education

<p>
Trinity Pawling School - 1967</p>

<p>
Denison University - 1971, B.A - English Literature</p>

<p>
American Institute of Risk Management - 1976 - Assoc. in Risk Management</p>

Robert G. Hogan

Robert G. Hogan

Current City: New Canaan, CT

I enjoy mentoring and advising clients who are in business and want to grow and expand. I am an actuary by profession, with over 30 years of consulting and management experience at a global management consulting firm. In addition to being a client relationship manager for a wide range of clients, I also had profit and loss responsibility for various global lines of business and ultimately served as Chief Operating Officer and Chief Financial Officer for the firm, which had $1.5 billion in revenue. I have strong problem solving, analytical and financial skills that can be applied to a range of businesses. My particular areas of expertise include consulting, business planning and strategy, financial planning and budgets, human resources, client relationship management and buying/selling businesses. Industry expertise includes consulting and business services. Outside of business, I am an avid skier and enjoy travel, reading and playing golf.

Resume

David A Belhumeur

David A Belhumeur

Current City: Cumberland, RI
Chapter: Rhode Island

David Belhumeur is a life-long Rhode Islander and currently serves in a “silent partner” capacity to Comfort Keepers of Rhode Island, a business run by his son/Co-Owner Daniel.

In addition, David serves as Co-Owner and CEO of McCabe Software and Co-Owner and CEO of Agitar Technologies, companies that create software testing tools used by programmers worldwide to develop high quality mission and business critical applications.

David is also Co-Owner and CEO of Oridium LLC, a technology investment and management firm. He also is Co-Owner of Pinnacle Revenue Management, a provider of billing services to a variety of medical practices.

David received his Masters degree (MBA) and undergraduate degree from Bryant University. He is a CPA and past member of the state Society of CPAs and the American Institute of CPAs.

Resume

Dr. Jeffrey W von Freymann

Dr. Jeffrey W von Freymann

Current City: Mount Pleasant, SC

Over 40 years practitioner experience in marketing, communications, and management working in/with 100s profit and non-profit organizations from start ups to ongoing concerns, small to large (but mostly small).  Last 15 years as a college professor in marketing and management at the undergrad and graduate levels.

Resume

Education

<p> Doctorate in Business Administration (University of Sarasota, FL), MBA in marketing (Babson College, MA), BA in English (Stonehill College, North Easton, MA).</p>

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