Counselors to America's Small Business
Currently a licensed insurance broker specializing in health insurance benefits. I have a very strong sales background and have owned two small businesses. I have also worked as a bookkeeper with an emphasis on Quickbooks.
BS International Business - SUNY Plattsburgh
1 Year Legal Secretarial Certificate - Our Lady of Victory Secretarial School
Several training courses and certificates in sales and marketing.
Ronald Tucker has been in the commercial insurance business for 50 years working in New York State. He has worked for insurance carriers, intermediaries, wholesale brokers, owned his own insurance agency, and produced clients for his entire career. He has worked and managed offices for 2 International brokers, 2 regional brokers, and has been employed for 22 years with his existing employer. Additionally, he has taught agents and brokers licensing courses and master's level insurance courses for 36 years for several universities. He has been teaching at Hofstra University on Long Island for 26 years as an adjunct teaching the same insurance curriculum.
He currently produces and services some 55 commercial clients in Metropolitan New York area in the health care, manufacturing, distributing, and not for profit specialties. Recently his team created a new specialty in the Home Care Distribution system for NYCity Human Resource Administration vendors and currently insures 22% of this NYC marketplace since 2013. Additionally, his firm is nationally recognized as a provider for this industry segment on a Regional and National Basis.
Mr. Tucker has an BBA, MBA, and a specialty masters in his field, Chartered Property and Casualty Underwriter CPCU, and also holds a specialty degree in risk management, ARM.
31 years, 1969-2000, of Commercial Banking with Seafirst Bank, Seattle, WA. A bank acquired by Bank of America in 1984. Experience include 15 years of extensive commercial lending to Businesses,Professionals and Multi-national companies. Lending experience included Agricultural, Small Business, Commercial Real Estate and Professional medical, dental and veterinary practices.
For the last 15 years I managed the Private Banking operation for the State of Washington which include 5 offices throughout the state. Responsibilities also included overseeing and directing Trust and Investment operations. I acquired a Certified Financial Planner, CFP, designation in the early 1990's and continue my certification presently. In additional I passed and the Series 7 Brokers test and was licensed through my employer. I no longer have the Series 7 designation.
For 8 years, 2004-2012, I worked with a start up bank in Seattle focusing primarily on small, family owned business and professionals. We focused considerable time and energy on originating and processing SBA loans including 7a and 504 loans.
<p> <p> BS Economics South Dakota State University 1969</p> <p> Pacific Coast Banking School at University of Washington 1980</p> <p> College of Financial Planning, Certified Financial Planning, CFP designation</p> <p> &nbsp;</p></p>
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.
Georgia Institute of Technology - 2011 - Bachelor of Science in Industrial Engineering
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.
Trinity Pawling School - 1967</p>
Denison University - 1971, B.A - English Literature</p>
American Institute of Risk Management - 1976 - Assoc. in Risk Management</p>
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.
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.
<p> Doctorate in Business Administration (University of Sarasota, FL), MBA in marketing (Babson College, MA), BA in English (Stonehill College, North Easton, MA).</p>
Prior to taking early retirement, I was the Mars Information Services Senior IT Director in the Americas Region for the Wrigley Chewing Gum and Confections business, the world’s largest manufacturer of chewing gum and a leading global confectioner with annual sales of over $7 billion. I lead a team responsible for the planning, development and delivery of information technology services to North, Central and South America, and directed the business partnership relationships necessary to build enhanced business processes, applications and related organizational capabilities to Wrigley’s corporate and regional business functions. I was also a member of Wrigley’s North American Business Leadership Team. Prior to this role, I was responsible for the IT Strategy, Finance, Portfolio Management and Governance function for Wrigley, and also previously directed a program rollout team responsible for the successful global implementation of a single instance ERP (SAP) initiative across 80+ countries and 19 manufacturing sites. I have also worked extensively in International markets and has lived and worked in both the UK and Germany prior to relocating to the US in 2003. In total I have over 35 years of business experience covering Information Technology, Sales & Supply Operations, retail and merchandising. In addition I have run my own Real Estate Investment (REI) business over the past 6 years, covering both self-managed and agency-managed property in multiple locations in the US and UK.
Economics Graduate of the University of Liverpool, Diploma from Chartered Institute of Marketing in the UK.