Banking, Financial Services and Insurance

Leslee Minas

Leslee Minas

Current City: Fresno, CA

Resume

Gregory A Bosner

Gregory A Bosner

Current City: Erie, PA

Retired Army Officer.  Retired in 1993 as a Lieutenant Colonel after 20 years of service.  Area of specialty: Personnel and Administration.

Retired Financial Advisor.  Worked with Edward Jones as a Financial Advisor in Erie, PA.  Retired in May, 2013.

Resume

Education

Masters of Science, Business.  Boston University. 1992.

Masters of Arts, History. Ohio State University, 1971.

Graduate of Armed Forces Staff College, Norfolk, VA,1986.

 

John Rhind

John Rhind

Current City: Hilliard, OH
Chapter: Columbus SCORE

John is a senior marketing leader who's spent his entire career involved with marketing communications. He has a dual perspective of advertising agency & client-side experience in both B2B and B2C market segments. Most recently he worked at McGraw-Hill Education  as director of content marketing and social media where he directed strategic planning, public relations, social media, content marketing, search engine optimization, web development, advertising (print and online), branding and results measurement. 

Resume

Education

<p>
Bachelor of Science, Scripps School of Journalism / Public Relations, Ohio University, Athens, Ohio</p>

<p>
<strong>Certification</strong></p>

<ul>
<li>
Inbound Marketing Certified Professional</li>
<li>
AdWeek Media School</li>
</ul>

<p>
<strong>Training &amp; Development</strong></p>

<ul>
<li>
HubSpot Inbound Marketing,</li>
<li>
Google Analytics,</li>
<li>
Strategic Marketing Planning,</li>
</ul>

Johnny Tseng

Johnny Tseng

Current City: Dallas, TX
Chapter: Dallas SCORE

Fluent in Mandarin Chinese, with corporate banking background. Core competencies in construction, development, bridge financing and valuation for the multifamily, senior housing, and healthcare sector.  

 

Resume

Education

<p>
NYU Stern School of Business</p>

Audrey Klijian

Audrey Klijian

Current City: Havertown, PA

Sb1 Federal Credit Union - Treasurer, Director and Member of Executive Committee (1990 - present)
Arts & Business Counsel of Greater Philadelphia - Business Consultant (2012- present)
Clarifi - Financial Coach (2014 to present)
GlaxoSmithKline - Various roles in finance with a focus in Treasury and Cash Mgt (1987-2012)

 

Resume

Education

&lt;p&gt;
MBA - Drexel University&lt;/p&gt;

&lt;p&gt;
BS - University of Pittsburgh&lt;br /&gt;
&amp;nbsp;&lt;/p&gt;

&lt;p&gt;
&amp;nbsp;&lt;/p&gt;

Pura V. Rios

Pura V. Rios, Mentor, SCORE Chapter 15

Pura V. Rios

Current City: Jersey City, NJ

as of 2013, Full time sales associate/Realtor in residential sales in Bergen and Hudson County.

Formerly Senior Product Manager/VP for a major money center US bank.

Over 20-years in Sales and Marketing a series-7 licensed registered representative selling short term investments.

Extensive knowledge of money market products/rate products and inventory financing.

 

Resume

Education

Progressive Business courses at NYU continuing education, Long Island University, Institute of Finance, continuing eductation courses in banking and securities sales.

Small Business Loans - Slides - Citizens Bank

Developing a plan for a new business (or even for an exiting one) can be a messy process.  There are many things to consider and often the process of developing the plan involves juggling lots of ideas and pieces of the plan.  This template is intended to help an entrepreneur organize all of the many ideas. One way to do it is to write each question on a sheet of paper and then spread the sheets out on the kitchen table.  Then as ideas come up or answers are found, write them on the appropriate sheet.  After while, as the sheets fill up, you will start seeing the best path for the organization. 

Workshop Poster Fall of 2014

Ask SCORE
          My beauty supply business has grown significantly in the short time we’ve been in 
business and I’m considering hiring an accountant. How do I find the right one?

          There are many responsibilities that come with being a small business owner, and everyone is critical to maintaining profitability and promoting growth. You can’t risk letting a deadline slip or overlook an administrative requirement, yet there are only so many hours in the
day to get things done.

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.

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