Banking, Financial Services and Insurance

Bob Grant

Bob Grant, SCORE Mentor - Pittsburgh Chapter

Bob Grant

Current City: Freedom, PA
Chapter: Pittsburgh SCORE

BANKING. Branch & Regional Management. Small Business Lending to $500M. 34 years of Experience. BUSINESS CONSULTING. Duquesne University Small Business Development Center counseling Start-Up and Existing businesses. 8 years of Experience.

Resume

Education

Degree in Business Administration from Grove City College(PA).

John J Gallo

John J Gallo

Current City: Orchard Park, NY

Equipment financing and leasing my entire career. Owned national equipment leasing company, sold to Bank, started another national equipment leasing company Blue Bridge Financial, LLC. Currently active in company.

Resume

Education

BS Empire State College

Arthur William (Bill) Ruttledge

Arthur William (Bill) Ruttledge

Current City: Vancouver, WA
Chapter: Vancouver SCORE

Bill was a recipient of a Kemper Insurance Foundation Education Scholarship and enjoyed a 40+ year career as a commercial insurance broker with three international brokers. He also served 15 years as instructor and later as director of Insurance Continuing Education programs with St. Louis (MO) Community College.  Mr. Ruttledge is the past Chairman of the Ft. Vancouver (WA) Chapter of SCORE and is a Course Leader for SCORE Business Finance and Business Planning seminars.

Resume

Education

<p> <p> BA (Economics) Beloit College, Beloit, Wisconsin</p></p>

John R. Richardson

John R. Richardson

Current City: Santa Barbara, CA

Proven Senior Level Manager with over 14 years of in-depth experience delivering web based e-commerce solutions (point of sale and fulfillment) as Product Manager, COO, Manager of e-Business, Applications Development Manager, Chief Technology Officer and Senior Consultant.  

Experience across wide variety of business sectors including Software, Web Development and Hosting, Financial, Healthcare, Energy, Telecom Services and Distribution. Driven to deliver value-added benefits in challenging technology/ business environments impacting bottom-line results. 

Resume

Education

BA - Northwestern State University

Samuel C Li

Samuel C Li

Current City: Sant Barbara, CA

Senior professional services executive with extensive financial services and management consulting expertise in strategic marketing, business strategy, and operational effectiveness;

Sector specialties: consumer, high net worth, middle market, retail banking, portfolio management, venture/start-ups/new ventures, and credit cards

Resume

Education

MBA, University of Chicago Booth School of Business (formerly the Univeristy of Chicago Graduate School of Business)

BA, Haverford College, Economics (with honors)

Gary Headrick

Gary Headrick

Current City: LaGrange, GA
Chapter: SCORE Columbus

Resume

Education

MBA. U. of Iowa

Lance A Thompson

Lance A Thompson

Current City: Phoenix, AZ

My business mission: “Delivering meaningful business results aligned with strategy, culture and risks - with leadership focus on people and customers."

Overview: A results-oriented leader with entrepreneurial cross-functional and multi-industry expertise focused on significantly improving business performance aligned with business strategies, risk tolerances, and culture.

  • As a Management Consultant and Corporate Controller (high technology medical industry) in the private and public sectors.
  • Functional background in strategic business planning, organizational effectiveness, finance, operations, supply chain management, facilities, information systems, and R&D.
  • Cross-industry experience and expertise in technology, manufacturing, financial services, retail, business consulting, distribution, transportation, energy, and others
  • Practical knowledge: best business practices, enterprise models, methodologies
  • Personal leadership success factors: character, competence, chemistry and commitment
  • A top performer who is results and people oriented

Most recent experience and focus is on entrepreneurship and innovation.  Has expertise with startup and early growth companies in all areas of the business model - significant involvement with Arizona State University (ASU) startups working with professors and accelerator companies on the commercialization of technology.

Lance mentors on Fridays between 9:00 - 1:00 at the ASU SkySong location in Scottsdale.

Resume

Education

MBA in Management (Finance & Accounting) and BS in Engineering (Engineering Systems): University of California at Los Angeles (UCLA)

Thomas R Filesi

Thomas R Filesi

Current City: Chandler, AZ

I have been a SORE Certified Mentor for more than 7 years.  During that time I have successfully mentored well over 1,000 SCORE clients.  I have reported many individual Success Stories regarding SCORE clients who met or exceeded their expectations. My most frequent request from clients is to help with Business Plans.  I have a high level of expertise in this area. I have been a people manager, leader, all my life. Last job was a Turn-Around as CEO, President of $100,000,000 sales Public Company (NASDAQ). Have done every job from Technician to CEO, and all between, in both small to very large companies. Won award for Entrepreneur of the year for S.W. Region USA for turn-around in 1996. Two careers: in Coatings Industry, then Semiconductors.Tom Filesi is a graduate of Johns Hopkins University with a BS degree in Chemical Engineering. He studied Management Science at the graduate level at Johns Hopkins as well as Arizona State University. He served as a member of the Business and Industry Council in Career Education for Mesa (Arizona) Public Schools. In addition to curricula advice, he often sponsored internships of high school students and faculty members in the Motorola industrial environment. Tom most recently served on the Electronics Industrial Advisory Committee of the University of North Texas. Mr. Filesi was brought to Optek Technology, a Public company with sales about $60,000,000, in Dallas,Texas in 1991 with the charter to turn around the then financially ailing company. He is credited with leading the successful turnaround of Optek which saw sales growth of double digits (percent), elimination of all debt, increase of shareholders’ equity from a very negative to a strong, positive number and increase of the stock price by a factor in excess of twenty times. For this accomplishment, Mr. Filesi was recognized by Ernst & Young in 1996 as Entrepreneur of the Year in the Turnaround category, for the Southwest Region of the U.S.

Resume

Education

B.S. Chemical Engineering from Johns Hopkins University. Also Grad studies in Masters, Mgmt Science, at Johns Hopkins, and Arizona State University

Ken Norland

Ken Norland

Current City: Agoura, CA

Senior Information Technology Executive with significant experience in: ♦ Technology Strategy and Positioning ♦ Management Consulting ♦ Systems Development and Management ♦ Leveraging Emerging Technologies ♦ IT Governance and Risk Management ♦ Program/project management ♦ Knowledge management. Industry experience in financial services,technology product companies, technology startups, and management consulting. Specialties Resolving complex technology and management problems in information technology, technology strategy, system management, IT governance, Risk Management

Resume

Larry A Rush

Larry A Rush

Current City: Reading, PA
Chapter: Reading SCORE

Banking for 44 yrs...involved in commercial lending, small business financing, credit cards, deposit accounts, mortgage lending..oversaw divisions in the bank from Cash Management, Branch system, telemarketing, incentive marketing promotions for employees, developing new business for the bank thru a team of Officers that were outside sales people for the bank....approved loans and helped businesses develop financially...

Resume

Education

college, business schools, degree from Stonier School of Banking recognized as a graduate school or Masters of banking

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