Banking, Financial Services and Insurance

Chris Davis

Chris Davis

Current City: Glen Carbon, IL
Chapter: St. Louis SCORE

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Gimbal Financial Management

Owner/Founder
David Hodge
How SCORE Helped

We’d been successful for 20 years, but were eager to start thinking bigger and more long-term.  SCORE helped us tremendously.  Our mentor (Ernest Birge) brought clear thinking and decades of experience.  He helped us focus on our unique strengths to differentiate us from the competition. Together we developed a strategic plan and implemented it systematically.  Our plan unfolded over a period of months, each step flowing logically into the next, until our plan was complete.  Our mentor meetings kept us accountable and kept the momentum going.  We are very grateful for the help we’ve received from SCORE and our mentor, and we’d recommend them to anyone looking to benefit from some true-business expertise.

Dennis Moffet

Dennis Moffet

Current City: San Bernardino, CA

An accomplished speaker, mastermind professional, business coach, life coach, ministry coach, golf coach, and entrepreneur and business trainer. Over 35 years’ in retail management in such industries such as lumber, automotive and consumer goods in big box stores such as Walmart. His passion is assisting business owners, entrepreneurs, and ministers in developing, implementing and achieving their goals. Dennis also mentors professional referral and networking groups, coaches for personal growth and development, coaches businesses on increasing referrals, relationship development, ministry development and growth, and behavioral style coaching on interpersonal relationships. Also, a pretty good golfer!

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Ask SCORE

          A friend and I are considering becoming partners in purchasing an existing, somewhat successful hobby shop. I’ve known him a long time, but we’ve never been in business together. What is your opinion of partnerships?  

          The partnership has been the foundation for millions of successful small businesses. Unfortunately, it has also been the source for innumerable disputes, arguments, irreparable relationships and lawsuits, all of which exacted economic and personal costs on the people involved.

About the Author

          This column is brought to you by the Merrimack Valley Chapter of SCORE, with nearly 70 current and former business executives available to provide free, confidential, one-on-one business mentoring and training workshops for area businesses. Call 603-666-7561 or visit merrimackvalley.score.org for information on mentoring, upcoming workshops and volunteer opportunities. SCORE is a national, non-profit organization and a resource partner of the U. S. Small Business Administration.  

Importance of Cash Management in a Small Business

Summary

Learn why Cash Management is critical to Small Business success

Joseph L Fritzsche

Joseph L Fritzsche

Current City: Plover, WI

Over 35 years of experience in the Financial Services industry in positions of increasing responsibility. Primary career focus was in the Human Resources function, serving as the Chief Human Resource Officer. My HR roles included the full scope of the HR function.  Areas of emphasis included Employee Selection processes, Compensation design and administration, benefit plan design and administration, compliance with Fair Employment Practices, employee training and development, talent assessment and workforce planning.   

During my career I also had leadership and oversight responsibility for Facilities, Purchasing, Sales Administration, Compliance Operations, Food Service and Hospitality Operations. Some of this experience included the oversight responsibility for construction projects, as well as the development and execution of business plans. 

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Education

BA, Taylor University, Upland Indiana, 1969

MA Ball State University, Muncie, Indiana, 1970

Larry Ornstein

Larry Ornstein

Current City: West Palm Beach, FL
Chapter: Palm Beach SCORE

41 Years with Hess Corporation in Finance & Operations. Much of my experience has been in : 1. Financial Reporting and Controls  2. Budgeting  3. Strategic Planning  4. M&A Activities  5. Negotiation of large transactions  6. Turnaround of failing businesses  7. Overseeing supply side of the operations including Refineries, Storage Terminals, Marine Transportation, Supply and Trading.   In addition I was Hess' Executive Sponsor and creator of the Corporate Mentoring Program.   In my 41 years at Hess, M&A activities totaled approx. $10 Billion.  Had the opportunity to meet 2 Heads of State and negotiated with the most powerful executives of some of the largest National Oil Companies in the world. I retired from Hess at 12/31/14. The last 2 years of my career was spent on overseeing the divestiture of the Refining and Marketing Division.

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Education

<p> &lt;p&gt; Undergraduate degree in Accounting, plus an MBA in Finance&lt;/p&gt;</p>

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

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Education

State University of New York at Buffalo BS Business Administration

Robert Wesleyan , MBA

 

 

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 –

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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.

 

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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>

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