Banking, Financial Services and Insurance

Riley Rodgers

Riley Rodgers

Riley Rodgers

Current City: Cambridge, MA
Chapter: Boston SCORE

I have run one small business in NH and I am launching a second. I have worked with and counseled multiple small business & start-ups on many different projects. I work full time in the private equity and venture capital industry as an Analyst for a Boston Based Fund.

Resume

Education

<p> Bentley University, Bachelor of Science Economics, Entrepreneurship Concentration.</p>

Robert Levitt

Robert Levitt

Current City: West Chester, PA

I have been in business over 40 years. I have held the designations of CPA (practiced for 7 years), CFP, Securities Series 7 Licensed, Ohio Realtor License but I have been primarily for the last 32 years an entrepreneur and business owner. I have owned an Investment Advisor to a family of No Load Mutual Funds (Sold to Provident Bank). Owned a Canadian manufacturer of alcohol , iodine and glass cleaning swabs which was subsequently sold. Started an Ohio Real Estate, Mortgage and Title company which assisted home owners in selling their homes for $995. I have recently worked as a marketing consultant to a National provider of BPM (Business Process Management) systems being sold to provide compliant data storage to Broker Dealers ad Banks.

Resume

Education

<p>
BA in Economics from Northwestern University (1972) and a MBA from The University of Michigan(1974)</p>

William Jaramillo

William Jaramillo

Current City: Miami , FL
Chapter: Miami Dade

WILLIAM JARAMILLO

786-657-8233 wjaramillo@scoremiami.org

VP BUSINESS DEVELOPMENT

 

Profile: Top Level Sales Leader, with National, International; Major Account-complex-sales experience. Proven problem solver and strategic planner, thrives in highly competitive environments, consultative approach. Resourceful project coordinator of internal/external resources to meet/exceed client expectations. Bilingual: English/Spanish.

Areas of Expertise: Trusted advisor to the C-Suite in Enterprise & SMB environments, Solution Sales Methodology expert, Verticals: Financial Services, Pharmaceuticals, Technical Support Centers, Telesales, Media, Collections, Insurance, and Cable & Wireless. High Tech & Call Center Technology Software: Predictive Dialers, IVR, Work Force Optimization, Call Logging, Screen Capture, Quality Assurance Tests, Multimedia-Universal Queues, CTI-Pop-Ups, Scripting, ERP/CRM-backend integrations. VOIP, Cloud, T1, IP-Networks, Speech Recognition, Text To Speech, Analytics, Location Intelligence & Data Governance/Cleansing.

 

CAREER ACCOMPLISHMENTS

 

  • Intelligent-VoIP Solutions, LLC Miami, FL                                                                                                                   September 2013 to Present

VP Business Development – Lead sales initiatives for Boutique Consulting Firm focusing on Telecom, Call Center; Financial-Merchant Services solutions for the SMB. Leveraging 20+ years of consultative experience to provide best in class technology solutions for clients while optimizing their Return on Investments and business efficiencies through intelligent technology decisions.                   

  • MedTel, Services, LLC-HQ’s Palmetto, FL                                                                                                August-2012 – August-2013                

North American Vice President of Sales - Virtual Office

Convert Legacy Telecom-Manufacturer into a call center & VOIP solutions provider. Hired, trained and led business development staff to pioneer select product lines into key target markets. Identified niche-market partners with whom to co-brand and launch marketable campaigns. Created a new line of business to enhance company’s offering and update the company’s image. 

  • Pitney Bowes Business Software – HQ’s Stamford, CT                                                                                   May-2010-August-2011

Regional Sales Manager – Caribbean& Latin America - Miami, FL Office                                                                                              

Number 1 Regional Sales Manager in the Location Intelligence Line of Business exceeded Quota at 108%. Negotiated long term Teaming Agreements between key Latin American Partners and Pitney Bowes-US Corp. HQ’s extending the Professional Services practice into the region, generating net new sales into new regions. Penetrated key International & National accounts creating for the Location Intelligence and Data Quality Lines of Business. Recruited, managed, trained and certified new Professional Services Partners and Location Intelligence sales consultants to meet company goals for the Caribbean and Latin American regions. 

  • OAISYS – HQ’s Tempe, AZ                                                                                                                                August-2009-March-2010

Regional Channel Manager – Southeast, USA- Virtual-Office

Reinvigorated region’s channel partners by training them on call center application sales that focused on Payment Card Industry, Data Security Standards and Compliance in Banking & Financial Services verticals. I implemented the use of Solution Sales Methodology & ROI calculators to increase sales of Quality Assurance Software applications & metrics; Voice/Data Screen Recording contact center solutions.

  • TeleDirect International – HQ’s Scottsdale, AZ                                                                    

Area Sales Director Southeast, USA- Virtual office                                                                                                  June 2005 to July 2009

Closed largest sale in the company’s 25 year history reaching 285% of quota: won a multiple year contracts with a new logo national accounts; penetrated 4 new verticals: Financial Services, Online Marketing; Insurance & Collections. Led and managed the turn-around of two dormant accounts into two strategic Fortune 500 reference-able accounts while increasing revenues by 200+%. Consistently grew customer base in territory during 4 year tenure with the highest Territory-Penetration Rate in the company.

  • ASPECT SOFTWARE – HQ’s Westford, MA   (FKA: Concerto Software, MELITA, DAVOX, CELLIT, FiberTel) June 1997 to May 2005                                              

Regional Sales Manager, Caribbean and Latin America-Miami, FL Office

I was the recipient of Concerto’s “America’s Team Effort References Award” for new market penetration and distribution of the World Class Unified-IP solution into the Latin American Region.  Under DAVOX managed Global Accounts TELMEX and TELCEL growing the Contact Center business and surpassing quota by 134%.  Recruited, trained, new Partners expanding the DAVOX footprint in Latin America.

Under CellIT Technologies, I was multiple times President’s Club Winner, and led team in winning new logo accounts from various verticals that helped secure the Venture Capital Funding of over $40MM USD’s. Key verticals: airlines, pharmaceuticals; Telecom, Service Bureaus and Collections.

·TOSHIBA (Copyco) – HQ’s Deerfield Beach, FL        January 1994- May 1997  

Sales Representative, Miami Office 

President’s Club Winner 175% of quota, Winner of the “Highest Close-Ratio Award” in Miami-Dade County two years in a row, VIP status two years in a row with dedicated telemarketing resources and marketing leads from corporate HQ’s, consistently ranked in the top ten percentile during 3 year tenure.  Verticals: Retail, Law, Medical, Wholesale, Office Automation

·Lanier Worldwide - Atlanta, GA                     February 1990- December 1993 

Sales Representative, Miami Office  

Multiple “Cold Call Close Award” winner,  Quarterly Achievement Awards, VP Ring Award, VP Club Award; promoted to strategic territory manager twice during three year tenure.  Verticals: Retail, Law, Medical, Manufacturing, Office Automation.

 

Miami Dade College AA-Business Administration

Resume

Education

AA Business Administration-Miami Dade Colllege

Jason M Castaldi

Jason M Castaldi

Current City: Danbury, CT

Managing Director of a Financial Services Company

Resume

Education

<p>
Marist College</p>

Robert G Cleaveland

Robert G Cleaveland

Current City: University Place, WA

40 years in financial services industry: John Hancock Life Agent(1972-1982); Family-owned P&C Agency (1982-1999);
Owner of regional financial planning practice, Cornerstone Financial Strategies LLC, in UP & Tacoma. Life, health, P&C, Series 7, 66 licensed; RIA. Residential real estate landlord. Co-founded WA state Make-A-Wish(r)chapter (1986-1996); National Make-A-Wish(r) Board (1988-1994). Franciscan Hospice volunteer (2013-present). Volunteer, U S Open @ Chambers Bay, June 2015.

Resume

Education

BA, English, Ohio Wesleyan University. Professional designations CLU, ChFC.

John Carpenter

John Carpenter

Current City: Sanbornton, NH

Resume

Education

B.A. Economics - University of Maine; M.A. Economics - University of Massachusetts; M.S. Finance - Bentley College

William Lucas

William Lucas

Current City: Abingdon, MD

35 years in banking, mainly small business - commercial lending.  I have held executive positions in a number of banks in the Baltimore Area.  I was also the CFO for a manufacturing company with plants in two states, and over 100 employees.

Resume

Education

BS in Finance,  MBA

Bert Bartle

Bert Bartle

Current City: Belgrade, MT
Chapter: Bozeman SCORE

COUNSELING SKILLS:
Business Finance & Accounting, Banking, Business Strategy & Planning

Resume

Education

B.S. degree from Montana State University in Business Finance

James McConnell

James McConnell

Current City: Decatur, IN

President & Chairman of Family Distribution Business, President All Temp Transport, General Mgr. FMS Enterprises DBA Southern Yankee BBQ

Resume

Education

B.S. Finance Indiana University

Mel Rachal

Mel Rachal

Current City: Vonore, TN

A Manufacturing Executive with broad domestic and international experience leading multiple-facilities in all aspects of Business Leadership including Employee Safety, Banking & Financial Accountability, Sales & Marketing, Business Strategy Formation & Execution, Engineering, Production Operations & Facility Management, Quality Systems Management, Product-Process Development/ Continuous Improvement & New Program Launch, Technology and Culture Change, Human Resources Hiring, Development & Retention, Customer Communications & Relations, Federal, State, Local Government and Third Party Standards Compliance.

Resume

Education

<p>
Lean Manufacturing, Continuous Improvement, Six Sigma, Back-to-Basic, 5S, 8D &amp; 5 Why &nbsp;Problem Solving Training, Quality Systems.</p>

<p>
MBA - Marketing &amp; Operations management, Wake Forest Babcock Graduate School of Management - 1981</p>

<p>
BS - Mechanical Engineering, Southern University - 1971&nbsp;</p>

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