Sales, Marketing & Public Relations

Lisa Bedard Dupee

Unavailable

Plattsburgh, NY

Languages:English

How I can help you

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.  

Areas of expertise

Industry Experience

Education

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.

Communication methods

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Ronald Tucker

Unavailable

Palmetto, FL

Chapter: Manasota SCORE

Languages:English

How I can help you

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.

Areas of expertise

Industry Experience

Education

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.

Communication methods

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John Oliva

Unavailable

New London, CT

Languages:English

How I can help you

Areas of expertise

Industry Experience

Education

n/a

Communication methods

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Thomas A. Marx

Unavailable

Irwin, PA

Languages:English

How I can help you

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.

 

Areas of expertise

Industry Experience

Education

<p> &lt;p&gt; BS Economics South Dakota State University 1969&lt;/p&gt; &lt;p&gt; Pacific Coast Banking School at University of Washington 1980&lt;/p&gt; &lt;p&gt; College of Financial Planning, Certified Financial Planning, CFP designation&lt;/p&gt; &lt;p&gt; &amp;nbsp;&lt;/p&gt;</p>

Communication methods

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Sangeet Vellore

Unavailable

Greenwich, CT

Languages:English

How I can help you

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.  

Areas of expertise

Industry Experience

Education

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

Communication methods

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