Banking, Financial Services and Insurance

John W Ward

Unavailable

Brewster, MA

Languages:English, French, Spanish

How I can help you

Early career in petrochemical and extractive industries as financial analyst.

20 years in New York financial services management.

25 years as independent investor/consultant working mostly with early to later stage entrepreneurial companies. Substantial independent director experience both on private and public company boards.

Areas of expertise

Industry Experience

Education

 

MA Hons, chemistry. University of Oxford UK

MBA Manchester Business School UK

Communication methods

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Importance of Cash Management in a Small Business

Summary

Learn why Cash Management is critical to Small Business success

Joseph L Fritzsche

Available

Plover, WI

Languages:English

How I can help you

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. 

Areas of expertise

Industry Experience

Education

BA, Taylor University, Upland Indiana, 1969

MA Ball State University, Muncie, Indiana, 1970

Communication methods

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Dolores McCarley

Unavailable

Buffalo, NY

Languages:English

How I can help you

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

Areas of expertise

Industry Experience

Education

State University of New York at Buffalo BS Business Administration

Robert Wesleyan , MBA

 

 

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>

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