Banking, Financial Services and Insurance

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

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

Inbound Marketing Certified Professional<

Kevin James Pollock Jr.

Kevin James Pollock Jr.

Current City: Erie, PA

Resume

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>

Derek Howard

Derek Howard

Current City: Linn Creek, MO

PROFSSIONAL EXPERIENCE

Countryman Business Consultants, Linn Creek & Eldon, MO   January 2002 - Current

Technology Consultant & Implementation Liaison – Technology Sales & Business Improvement Initiatives. Ensure technology implementations meet or exceed proposed delivery specifications and customer satisfaction.  This includes POS systems, debit & credit card terminals, ATM machines, and all other technical business solutions.  www.CountrymanConsultants.com

 

Business Process Consultant and Project Manager - Cultivate and maintain relationships with potential clients to promote service and product offerings.  Develop proposals, conduct presentations and finalized engagement contracts. Plan and deliver engagements, including the integration of industry best practices and appropriate business process controls, development of project timelines and allocation of project resources.  Relieve or eliminate organizational issues while streamlining daily operations and controls.  Provide multi-faceted business plans, including high-level financing and management tools to low-level process procedures and checklists.

Recent Accomplishments - Redesigned virtually all of a companies core business processes, integrated real-time business controls and management tracking measures to reduce cycle time by 87 days and annual process costs by $108,000.  Designed and installed new corporate wide information collection, automated processing and Intranet access and management systems. 

 

Holosofx Incorporated, El Segundo, CA   April 2000 – December 2003

Business Analyst & Lead Project Consultant

Lead and managed consulting engagement project teams, communicated with internal and external stakeholders.  Developed executive reports related to financial results and performance enhancement metrics.  Notable clients include Southwestern Bell Corporation, Principal Financial Group, and CNA Insurance.  This partnership was subsequently purchased by IBM Global Services in 2004.

 

Meridian Enterprises, Hazelwood, MO  March 1999 - February 2000

Pricing Estimator & Quality Assurance Manager

Developed estimation process, coordinated issue and billing closures for all departments.  Managed production requests, daily operations and supporting data collection and retention.  Implemented corporate-wide quality assurance program to existing industry standards.

 

MasterCard International, St. Louis, MO  November 1994 - February 1999

Internal IT Auditor

Completed all phases of the audit process (planning, testing and reporting).  Audited large scale transaction processing system on Mainframes, Tandem and UNIX platforms.  Identified and evaluated risks and their associated controls relative to specific business processes, business applications, data center operations and IT infrastructure.  Assessed controls for change management process, including application design, development and implementation.  Presented issues and new design proposals to CEO and staff.  Prepared support & regulatory documentation.

Network Administrator

Identified and resolved network, system and transaction processing problems.  Monitored network systems and alarm calls to ensure proactive identification and resolution of problems or issues.

 

EDUCATION

MBA - Marketing and Accounting Saint Louis University - August 1993

BBA - Finance Southwest Missouri State University - May 1991

Resume

Education

<p style="margin-left:-40.5pt;">
<strong>EDUCATION</strong></p>

<p style="margin-left:-40.5pt;">
MBA - Marketing and Accounting Saint Louis University - August 1993</p>

<p style="margin-left:-40.5pt;">
BBA - Finance Southwest Missouri State University - May 1991</p>

William Floyd Chancellor

Floyd Chancellor

William Floyd Chancellor

Current City: Norfolk, VA

Floyd's professional career includes domestic and international experience in engineering, construction management, IT and most recently, financial wealth management.

 

Resume

Education

&lt;p&gt;
BS Electrical Engineering, Clemson University, Clemson, SC&lt;/p&gt;

&lt;p&gt;
MBA (with Distinction) Nation University, San Diego, CA&lt;/p&gt;

Andy Couriel

Andy Couriel

Current City: Lauderdale by the Sea, FL
Chapter: Broward SCORE

Resume

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. 

Syndicate content