Banking, Financial Services and Insurance

Ron Tanner

Ron Tanner

Current City: Alton, IL

Resume provided to local chapter

Resume

Raymond T Nasser

Raymond T Nasser

Current City: Midlothian, VA
Chapter: Richmond SCORE

 

Ray is active in both face to face counseling and email counseling. His skills include helping clients start their business and also help them with business plans, financial forecasting, financial analysis, and their financing requests. He can help existing businesses analyze their operations to find weak spots and develop strategies for profit and operational improvement. Ray has experience in many industries. 

Ray is also part of the Richmond chapter's Profit Improvement Team. This team works with existing businesses with at least  $1,000,000 in revenues to improve their situation. 

Ray's experience includes 33 years with First Union National Bank/Wachovia Bank retiring as Executive Vice-President and Senior Credit Officer.  He was involved in extending credit and banking services to large and small businesses. He developed skills in detecting, analyzing, and solving problems in starting and running businesses. 

After retiring from the bank, Ray earned his Certified Financial Planning designation and started his own financial planning company. Ray provided fee only financial planning and investment advice to individuals. After 6 years Ray decided to sell the business and focus on his volunteer activities. 

 

 

 

Resume

Education

<p> BA Economics-Wake Forest University Financial Planning Certificate-Virginia Commonwealth University LSU School of Banking of the South</p>

Kevin Dauphinee

Kevin Dauphinee

Current City: Henderson, NV
Chapter: SCORE Las Vegas

Investment consultant with focus on protection for senior markets.

Investment Consultant - Cathay Consultants Ltd. Las Vegas, NV August 2010 - Present. Provide guidance for individuals, families and business owners to protect and build wealth.

Managing Director - Cathay Consultants Limited - Beijing & Beverly Hills July 2001 - August 2010. Established in 2001 in Beijing to advise Western firms intent on business growth in Asia.

Managing Director, Asia-Pacific (Beijing) Pinnacle System, Inc. - July 1999 - June 2001 Established regional strategic objectives and policies, directed region-wide company performance, ensuring good corporate governance and local law compliance.

Manager, Worldwide Sales - Hewlett-Packard Company - Santa Clara, CA September 1997 - June 1999 Directed worldwide sales operations, including channel management and partner selection.

Earlier Career

Director, Product Marketing - Tektronix, Inc. - Beaverton, OR

Vice President, General Manager - Sony Corporation of America - San Jose, CA

Product Manager - Ampex Corporation - Redwood City, CA

Vice President, Sales and Marketing - Dolby Laboratories, Inc. - San Francisco, CA

Engineering Manager - American Broadcasting Companies, Inc. - New York, NY

Product Manager - Dolby Laboratories, Inc. - San Francisco, CA

Resume

Education

MBA, Finance - Fordham University

BSEE - Colorado State University

Everybody is a salesperson whether they realize it or no: selling their ideas, their image, their persona, or their products or services. Don't like to sell? You will after attending our seminar, conducted by our own extraodinarily empathetic trainer. Taught by Jim Joyce, Sales Partners, Inc.

Tuesday March 6th - 6:00-8:00PM - Pre-Registration Required.

Maxey D Love

Maxey D Love

Current City: Columbia, SC
Chapter: Midlands SCORE

Thirty eight years with various banks in Farm Credit System. Began as Business Analyst with Columbia Bank for Cooperatives. Served as Chief Operations Officer with the Central Bank for Cooperatives in Denver, Colorado 1980-1985. Retired as CEO of AgFirst Farm Credit Bank on February 28, 1998. Served on Board of Directors of Southern States Cooperative, Richmond, VA from 2003 through 2009.

Resume

Education

<p> BS and MS in Agriculture Economics, University of Florida,Gainesville, FL</p>

Donovan Hudson

Donovan Hudson

Current City: Opelousas, LA
Chapter: Acadiana SCORE

Private Legal Practice, Opelousas & Baton Rouge, Louisiana (Served as member of the La. Legislative Bureau &        2009 –Present

    

 

Office of Louisiana Lieutenant Governor, Baton Rouge, Louisiana                                                           2004-2009

General Counsel/Special Asst. Urban Affairs

Responsible for legislative advocacy / out-reach, stakeholder coalition building, legislative bill tracking, and agency legal analysis and supervision

  • Provided supervision, analysis and direction to individuals tasked with grant writing efforts in the office of the Lieutenant Governor resulting in the procurement and administration of $20 million transparently and without any negative audit findings;
  • Spearheaded passage of 15 of 17 Lt. Gov. initiatives while serving as primary legislative liaison having direct supervision of 6 and indirect supervision of 30 plus state employees,
  • Ensured compliance with State and Federal  laws and regulatory by providing legal assistance and support during the development and drafting process of departmental legislation;
  • Cultivated and maintained effective working partnerships with all elected officials and stake-holders of legislation;
  • Created and  maintained operational procedures to keep the Lt. Gov. current and apprised of legislative activities;

 

 

Louisiana Department of Justice, Baton Rouge, Louisiana                                                                                             2000-2004

Assistant Attorney General, Litigation Division – Medical Malpractice Section

Responsible for managing all phases of defense litigation pertaining to any medical malpractice claim against the state of Louisiana assigned to my care

  • Successfully handled 75+ cases over a four year period. (27 cases - resolved at trial with favorable verdicts – [22 of that 27 under appeal when I resigned], 34 cases;
  • Led efforts to streamline case management operations through the design, development, and implementation of software that functioned as a case status tracking / reporting system;
  • Designed, developed, and submitted a litigation document retention schedule at the request of the La. Attorney General for the entire La. Dept. of Justice;

 

 

 

Premier Title of Baton Rouge, Baton Rouge, Louisiana                                                                                                  1998-2000

Partner – Office Manager

Responsible for managerial and operational oversight of eighteen title company offices throughout the U.S.

 

  • Coordinated and supervised the creation of an internet software system that facilitated centralized office management of satellite operations;
  • Developed and coordinated educational curriculum to train office personnel on software and internal office procedures and protocols;
  • Supervised day to day office operations of personnel as well as all phases of title company work including document creation and tracking as well as financial logistics on all transactions;
  • Established procedures and protocols for establishing operations in a new location to insure local legal and regulatory compliance;
  • Directed and participated in business operations which grew from a single state to one with offices with 18 locations grossing 10 million per annum. 

Resume

Education

EDUCATION

 

Juris Doctor, Southern University Law Center, Baton Rouge, Louisiana (1989)

 

Bachelor of Science in Psychology and Political Science, Loyola University, New Orleans, Louisiana (1984)

Cliff Sullivan

A1,Business,Start Up,Operations,Marketing,Sales,Advertising,Growth,Corporation,

Cliff Sullivan

Current City: Largo, FL

 


 

 

A1,Business Mentor,Start up,Organize,Grow,Marketing,Sales,Accounting,Finance, Facebook, Linkedin. Owned and Operated several business ventures, a Petroleum Distributorship, which included Plumbing, Heating, and Air Conditioning Contracting, Residential and Commercial for over 35 years. Formerly Licensed Master Plumber and Master Electrician.Licensed, New Hampshire Broker Real Estate, Insurance Property,Casualty/Life Accident, Health, Securities. Internal Revenue Service (Retired), Real Estate Developer,Investor, Chairman Planning,Land Use Board 8 years. SCORE Business In person, and Email Mentor. Clearwater, Florida. SCORE Business Workshop Presenter: How to really start your own business. How to Grow Your Business, How to Make Your Business Thrive, Not Just Survive, Estimating and Bidding. Marketing, Sales, Social Media, Business Plan, Profit.

 https://www.score.org/mentors/cliff-sullivan​

Resume

Education

 Central Catholic High School, U.S. Navy Electricians Mate School. U.S. Navy First Naval District Instructor School. Northern Essex Community College, AA Business Studies, New Hampshire College,1972, Southern New Hampshire University BS Business 2012.

Terry L Snyder

Terry L Snyder

Current City: Olympia, WA

20 years in Commercial Banking with emphasis in Mortgage Banking. 10 years experience in real estate sales and residential construction. 8 years a small business owner.

Resume

Education

<p>
&lt;p&gt; BA in Business Administration from Central Washington University&lt;/p&gt;</p>

Stephen Sandler

Stephen Sandler

Current City: Phoenix, AZ

After spending 5 years as a territory sales representative for Ciba Pharmaceutical Company, I started Financial Management Services, a full service collection agency serving the Metro Phoenix area. We handled the delinquent accounts for the medical and hospital industries, then began to specialize in property management accountants (apartment rentals) Spending a lot of time in court, I became very familiar with the legal process. Health Issues required me to sell my company in 2000 and I have spent the past 14 years volunteering. I have been a lay person member of the Arizona State Dental Board and currently serve on the Arizona State Barber Board. I spent 6 years as a small claims hearing officer in the State Justice Court system. For the past 5 years I have served as a consumer advocate for the NBC affiliate in Phoenix. I serve as a Board member of a non profit school in North Phoenix for hearing impaired children and have been a Score mentor for 14 years.

Resume

Education

Graduated from Arizona State University in 1961 with a BS degree in business management.

Spent 1 year at the University of Arizona School of Law

David Willard Maaske

David Willard Maaske

Current City: Sussex, WI

David W. Maaske is a senior marketing executive with over 30 years of financial services, consulting, marketing communications, global manufacturing and general management experience in small business, regional, national and global organizations, including strategic planning, project management, business processes, internal and external marketing, brand positioning, business development, mergers, acquisitions, E-commerce, marketing research, lead generation, channel planning, business analysis and forecasting, and customer engagement. He is a creative leader with proven strengths in developing marketing processes and functions.

2009 to 2011,  ALIGN fsc, Atlanta, Georgia Align FSC is an independent consulting firm staffed by a team of professionals, each with extensive experience working with major financial institutions, specializing strategic marketing, product management and organizational alignment for mid-sized banks and credit unions in the North and South American markets. Senior Consultant: Responsible for account management, project definition and proposals, strategy development, implementation and follow-up.

2008 BMO Harris (formerly Marshall & Ilsley Corporation), Milwaukee, Wisconsin, Vice President – Business and Commercial Marketing: Responsible for development, communication, implementation and measurement of successful marketing strategies and tactics to support the profitable growth of the Commercial, Business and Treasure Management Solutions lines of business.

2007 StrateVation LLC, Sussex, Wisconsin, Founder and President of an independent strategic marketing consulting firm focused on marketing research, strategy development and implementation to achieve profitable growth for leading b-to-b organizations: conducted marketing consulting for a leading mid-west agricultural commodity risk management firm and product pricing research for Case IH .

2001 to 2006 Charleston|Orwig Inc., Hartland, Wisconsin A full service marketing firm providing strategic services, marketing communications and public issues management to global organizations including Pfizer, Arm & Hammer, Miller Brewing, PPL Corporation and Smithfield Foods:  Director – Strategic Services responsible for developing strategic marketing plans and brand positioning strategies for existing clients and new business prospects.

1989 to 2000 CNH Industrial (formed November, 1999 with merger of Case Corporation and New Holland, N.V.), Racine, Wisconsin: A global $11 billion designer, manufacturer and distributor of agricultural, construction equipment and financial services. Sr. Director, Worldwide Strategic Services: responsible for developing and implementing strategic planning processes, including business intelligence and marketing research.

• Developed and implemented “Case Strategic Thinking and Planning Process” that was utilized by the global agricultural equipment, construction equipment and financial services business units. The process included scenario planning, economic analysis, industry forecasts, financial analysis and cross-functional teams.

• Directed the marketing research team, including outside consultants, that provided voice-of-the-customer research input for new product development teams, including product concept, prototype evaluations, pricing, brand positioning, customer satisfaction and quality.

• Managed organizational interface with outside consultants, including developing request for proposal (RFP), evaluating and identifying projects

Resume

Education

Dartmouth College, Tuck School of Business, Strategic Brand Managment

University of Chicago, Product Pricing

Allis-Chalmers, Advanced Management Program

University of Wisconsin, Madison, MS in Economics

University of Wisconsin, Madison, BS in Agricultural Economics

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