Banking, Financial Services and Insurance

Joel Burnett Goldberg

Joel Burnett Goldberg

Current City: Westlake Village, CA

Extensive background in management, finance and investments.  CEO of Great Hawaii Vacations, Treasurer of Elan Vital, President of Burnett Investment Company, Administrative Assistant & Technology Manager of The Leisure Group, Senior Portfolio Analyst of Portfolio Management Company, Controller of Russell Bolt Manufacturing, Controller of the Tokyo American Club and Partner Voyagers Press.

Resume

Education

Sophia University 1964 (Jochi Daigaku) - Tokyo, Japan.  Graduate studies

U.C.L.A. - Graduated 1963 with bachelor degree in business: major accounting and minor in economics

University of Mexico - 1960 summer school, language & art 

Los Angeles City College - 1959 - 1961 - accounting major & economics minor

Menlo College - 1959 - summer school

Harold J. Batista Sr.

Harold J. Batista Sr.

Current City: Fort Lauderdale, FL
Chapter: Broward SCORE

Mr. Batista has had over thirty years of experience in the Health Care Industry. In 1987 he earned a Bachelor degree in Health Services Administration from Florida International University. He has worked in several of the major hospitals in Dade and Broward Counties of South Florida. In 1993 he went to work for the Principal Financial Group as an Insurance Agent until 1996, when he went on to become an independent broker. In 1997, he started Insurance Answers INC. where he advises clients such as individuals, corporations, partnerships, organizations, and associations. He shows his clients how to save on their taxes and help protect their assets by placing different benefits through the company. In 2004 he established a DBA Answers4Funfding to help his clients with the Factoring needs of their invoices, making it so that they would no longer have to wait 30 to 60 days to get paid, giving them access to cash sooner. Answers4Funding can also help with equipment lease funding such as hardware, software, vehicles and large machinery. We provide Purchase Order Funding to help you with your manufacturing needs, especially with B2B and B2G. In 2009 he became a partner with (IAUSGC) International Association of U.S. Government Contractors to provide services and assist its members in addition to the Marketing of the Association to the general public of small businesses in the capacity of District Sales Manager. Sense 2011 acts in the position of National Sr. VP of Operations for the Association. We provide Coaching to Small Businesses to teach them how to sell their services and product to the Federal Government without Bidding and Red-Tape.

Resume

Education

Florida International University BHSA, Health Service Administration 1985 – 1987

Michelle Wingate

Michelle Wingate

26 years of Banking Experience including 21 years as a credit union loan officer and the last 9 years as a Business Loan Officer in Down East Maine.

Resume

Education

B.S. in Business with a concentration in Banking from St. Joseph College of Maine, 2008.

Ask SCORE

          I’m confused about the rules for paying employees overtime. Can you explain them to me? 

         Should you be paying overtime to your employees? The answer is: it depends.

          Under the U.S. Fair Labor Standards Act (FLSA), employers are required to pay overtime to most hourly employees who work more than 40 hours a week for businesses that take in more than $500,000 a year in revenue.

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. 

Donna O'Connor

Donna O'Connor

Current City: Abington, MA

Recently retired from the US. Small Business Administration (SBA) after 33 years of service, as a Economic  Development Specialist.  I also had additional 3 years Government Services under IRS and ICC (Interstate Commerce Commission.   I am familiar with SBA's financing incentives and special programs, i.e. Government Contracting incentives under 8(a) Business Development, HubZone, Small Disadvantaged Business, Service-Disabled Veteran-Owned Small Business and Women-Owned Small Business Federal Contract Program.  Experienced in creating power-points and workshop programs.  Knowledge of SBA's resource partnerships, i.e. Small Business Development (MSBDC), Chambers of Commerce, South Eastern Economic Development Corp (SEED), Center for Women & Enterprise (CWE) and Veteran programs and services throughout SE MA, the Cape & Islands.  

Resume

Education

Graduated 1969 Weymouth High

Graduated 1970 Quincy Vocation Surgical Technician Program

Varies courses through Quincy College and  Bunker Hill Community College: Business and Marketing Development Programs; Real Estate practices and valuations 

 

 

Julio C. Canas

Investment Management Professional & Entrepreneur Helping People Find Peace of M

Julio C. Canas

Current City: Miami, FL
Chapter: Miami Dade

Resume

Education

Master of Science in Banking and Financial Services Management - Boston University (Candidate)

Master in Financial Markets and Asset Management - IEB (Madrid, Spain)

Bachelor's Degree in Economics - UCAB (Caracas, Venezuela)
 

Workshop Poster 1st. qtr. 2015

Andres Mejorado

Andres Mejorado

Current City: El Paso, TX
Chapter: El Paso SCORE

Resume

Rodney Rangen

Rodney Rangen

Current City: Brainerd, MN

30 years in banking. Working in lending and management.

Resume

Education

Graduate school of Banking at Madison WI

 

National Commercial Lending School at Norman Oklahoma

Considerations When Using Independent Contractors slides presented by Katie Marble at SCORE's November 2014 meeting.

About the Author

Katie Kiernan Marble

Marble Law Firm, PLLC

80 Palomino Lane

Suite 201

Bedford, NH  03110

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