Banking, Financial Services and Insurance

An advisory board is an informal group. This is not a board of directors. It is a group of mentors. The group has no financial interest in your firm. This is a group of outside advisors who share their knowledge to help you be more competitive, think strategically and offer specific advice in key skill areas.

The benefits of an advisory board include: setting aside time to think strategically, obtain feedback and insights from outside the company, and gather information and expertise from peers who have knowledge in different areas than your own. In general, a three to five person board will likely meet your needs.

This documents reviews types of business insurance available and provides some information on each.

Shane Hage

Shane C. Hage, MBA

Shane Hage

Current City: Old Bridge, NJ
Chapter: Monmouth SCORE

For over two decades, Shane has functioned as a Technology Advisor to Executive staff within Fortune 500 companies especially in the Financial Services industry.  He has helped clients to increase operational efficiency, reduce business risk, avoid unnecessary capital expenditures, led numerous project teams, handled critical situations and guided the technology strategy for his client's infrastructure.  Clients have included brand-name firms such as J.P. Morgan Chase, Morgan Stanley, Goldman Sachs, Johnson & Johnson, and United Parcel Service.

Shane has worked for world-class software organizations including the Microsoft Corporation and VMware Inc.  Microsoft is well-known as the largest software company in the world.  VMware is the global leader in virtualization and cloud computing software.

Resume

Education

Master of Business Administration, specialized in Corporate Finance

Bachelor of Science in Management

Associate of Applied Science in Electronics Engineering Technology

Technology Certifications: VMware Certified Professional, Microsoft Certified Systems Engineer

This document explains the importance of your credit score, the method used in its calculation, how it's used and how to obtain a copy.

Ray Staton

Ray Staton

Chapter: Willamette SCORE

Retired attorney.

Real property financing and acquisition.

Business acquisitions, businesss organization, business operations.

Business plans.

Non-profit organization, Charitable organizations.  Tax exempt status.

Professional Services management.  Professional services marketing.

Formation and management of business entities; partnership agreements, LLC operating agreements. bylaws.

Contracts, licenses, non-competition agreements, employment agreements.  Independent contractor or employee issues. 

Business buy - sell agreements.

Real estate sales and real estate leases.

 

 

Resume

Education

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<p> BA 1965, JD 1974</p></p>

Paul Campbell

Paul Campbell

Current City: St George, UT

Paul Campbell's career in banking, finance and lending spanned 38 years, including the final eighteen years as President and CEO of a successful community bank. The bank was a leading SBA lender in Washington State. Direct experience earlier as a commercial lender and marketing director in four states.

A seven year SCORE mentor, he is understands what it takes to qualify for commercial loans, especially small business and SBA loans. He is an active investor and serves on the board of a revolving loan fund and microloan program and is familiar with current lending practices.

Based on his experience, he is effective in advising on marketing and sales, finance, and qualifying for SBA loans and small business loans, general management and business strategy.

Resume

Education

Graduate of the Bank Marketing School, Graduate of the Pacific Coast Banking School, Graduate of the National Commercial Lending School, and the School of Hard Knocks.

Virgil M Dissmeyer

Virgil M Dissmeyer

Current City: Bloomington, MN

SCORE counselor in taxes, accounting, internet and computers - a 20 year volunteer

Two years Butternut Coffee, Omaha, accountant; Five years field auditor/taxes Arthur Andersen & Co., Omaha; One year Revenue Accounting Manager at M&StL Railroad, Mpls; 30 years Norwest Bank Mpls- IT manager, Controller, Executive. V.P. Operations (Norwest is now Wells Fargo Bank). Ten years owner of D-R Mgmt Service,Inc. Consultant to fin'l institutions. Services included Disaster Planning and Emergency Preparedness. Also experienced in Drupal webmaster, ConstantContact email marketing and ReadyTalk voice and webinar online conferencing.

Resume

Education

<p> University of Nebraska, BBA, major in Accounting, Rutgers School of Banking, General management Four Company Management School - Twin Cities Many online and seminar based courses.</p>

Keith L Oakes

Keith L Oakes

Current City: Collierville, TN
Chapter: SCORE Memphis

33 years in various management (line and staff) positions with Nationwide Insurance Company. Sales Management including training and development of agents, agency staff, field sales managers. Field sales management including management of field sales managers, sales management administration, awards and recognition programs, agency audits and compliance with corporate, state, and federal regulations. Agency acquisitions, marketing development including new product development.

Resume

Education

BS in Business Administration, The Citadel, Charleston, SC. Chartered Property Casualty Underwriter, CPCU, Numerous marketing, management and training development courses.

Leonard Van Regenmorter

Leonard Van Regenmorter

Current City: Beaverton, OR
Chapter: Portland SCORE

Worked on the Mercuy, Gemini, and Apollo space programs with Honeywell Aerospace. Program manager at Control Data Corporation. Director of Engineering at a super computer company. Consultant to high tech companies. Volunteer at SCORE since 1996 and author of a financial planning program that is widely used by chapter 11 clients.

Resume

Education

Electronics engineering and business management.

Juan J Fret

Juan J Fret

Current City: Oldsmar, FL

Juan J. Fret is a seasoned manager with over 45 years of aggregate experience in credit, industrial and operations management. He was a Graduate School of Business professor of managerial accounting with extensive business administration, mentoring, coaching, counseling as well as training and organizational development experience. Juan offers advice with a perspective on essential business disciplines such as Money, Management and marketing. Professional Qualifications: Able to evaluate business operations & offer ideas for cost control, debt & credit management, improving profits and achieving a stronger, better organized and more effective business Highly organized planner, able to develop plans, strategies, time lines & frequent reviews to improve business processes, strategies, and increase profitability Global thinker, committed to achieving results and making the immediate community a better place to live and work Proficient in developing and managing financial budgets, operational and strategic plans, expense forecasts and justifications for acquisitions Effective written and oral communications skills, analytical ability and competence to deal effectively with diverse types of people with different types of values, styles and personalities Patient and intent listener with ability to read between the lines and interpret body language Able to deal with ambiguity and drive change in complex, high-stress environments Demonstrated proficiency in business counseling, coaching and mentoring for aspiring entrepreneurs and existing business owners Completely PC literate: Word, Excel, PowerPoint, Access data base, MS Publisher, QuickBooks, and Smart Draw.

Resume

Education

BBA, MBA

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