Santa Barbara, CA
Counselors to America's Small Business
Institutional Food distribution, Retail sales, Art Gallery, custom picture framing, non profits, business counseling
MA Business European University
I have excellent Business related skills which I am willing to share with anyone interested in starting their own business or who are already in business and want to bring it to the next level. My organizational development, business management and financial expertise are areas in which I can help you focus. Product quality and great customer service will win your customers and keep them coming back for more.
Managing Director for a major fortune 500 corporation. Over 40+ years experience in management related responsibilities including organizations of 25 to 3500 employees. Developed and implemented numerous organizational changes with improved operational and financial benefits to improve profitability. Responsible for worldwide operational center with a particular focus on crisis management.
I have been focused on start up businesses and small business improvement for the past 7 years.
<p> Business Management degree</p>
Chain Restaurant Operations and Marketing (15 years), Cruise Travel Marketing (9 years), Fast Food and other retail companies consulting and contract projects (10 years), and Business Brokering (7 years.) Worked at or provided contract services to a range of Fortune 100 companies.
University of Miami - Total Quality Management, New York University - Marketing, Brigham Young University - Management Style & Philosophy
Joe has over thirty years of experience in the Information Technology field, and retired as Vice President of BellSouth Information Systems prior to joining Matrix. Matrix is an Atlanta based Personnel Search firm and Joe worked for them for five years establishing several sales records and their national personnel contract bidding line of business. Prior to BellSouth, Joe served four years in the United States Air Force. Since retiring from BellSouth Joe has served two terms on the Board of Directors of Atlanta Habitat For Humanity and has made two Habitat For Humanity International Global Village building trips to Eastern Europe. Currently, Joe volunteers his time between the Towns County Chamber of Commerce and the Atlanta Chapter of SCORE. Joe received a B.A. from Georgia State University and graduated with honors.
Joe received a B.A. from Georgia State University and graduated with honors. Numerous industry courses in finance,operations and management.
Twenty-five years as a country club manager plus eight years as a purchasing agent in country clubs. During the Annual Awards Luncheon (Palm Beach SCORE) on May 8, 2015, a client of mine was presented with $5,000 for being Entrepreneur of the Year. Second and third place winners were awarded $1,000 each. Over 100 other clients were considered. Another mentor, Bruce Chips, and I provided assistance to the winning client over the last 2 years.
Bachelor of Science, Hospitality Management, Florida State University
An entrepreneur with experience in starting, operating and selling a small company and investing in start-up companies as an angel investor. Currently sits on board of a successful start-up technology company. A good understanding of business fundamentals. Experienced in working with a variety of companies and their owners. Effective at networking to find resources for clients. Knowledgeable on how to identify prospective lenders, prepare loan requests and develop cash flow forecasts. A SCORE counselor for 7 years.
Owned and operated a mortgage banking firm which specialized in financing commercial real estate properties through institutional lenders. Professional skills include a good understanding of lender underwriting criteria and owner’s investment objectives; an ability to understand real estate economics and market conditions; effective presentation of investment opportunities to decision makers; and negotiation of business terms. As an angel investor leveraged above skills to broader business environment to invest in early stage companies where evaluation of management talent, future product or service potential and buy/sell criteria are important. As a SCORE counselor, I have helped entrepreneurs understand business basics, develop a business plan including financial and cash flow projections, prepare loan requests and successfully source start up financing.
keywords: business plans, buy/sell, cash flow, loans, loan requests, P&L, start up, real estate
BS in finance from the Univ. of North Carolina, Chapel Hill
Over 25 years experience with Sales and marketing.
Specialized skills in:
RV Parks buying/selling.
RV Park & campground marketing
RV Park & campground sales
Ferris State University, (Doctorate in Community College Leadership), 2015 – present.
Michigan State University, (Higher Adult and Lifelong Education Doctoral Program*),
2006 – 2015. ABD.
Ferris State University, M.S. (Career and Technical Education*), 2006
Grand Valley State University, B.A. (Marketing), 2004
Montcalm Community College, A.A.S. (Business), 2000
*Coursework focused on adult learning theory, curriculum development, quality improvement, and organizational development.
3300 McKee Road
Bakersfield, CA 93313
Phone (661) 836-8382 Fax (661) 834-7732
Over Twenty years experience in accounting, specializing in General Ledger, Accounts Payable, Accounts Receivable, Budget and Forecasting, Payroll, Sales Tax, Bank Reconciliation., Food and Beverage Cost Analyst, Un-Claimed Property and Non Profit Accounting.
Proficient in PC various software such as: Peach Tree, QuickBooks Pro, Quicken, Dac Easy, AccPac, Lotus123, AS 400, JD Edwards, Famous, Data General, CLS, Frame Work, First Choice, Word Perfect, Excel, Word, Access, Power Point and D Base III.
Excelsior Hotel, Hilton Hotel and Westwood Marquis Hotel 5 times winner of Employee of the month
Team Achievement Award for quality contribution at Arthur Young & Company
AL’S SERVICES Los Angeles & Bakersfield, CA
Self Employed (Bookkeeping & Tax Services) Jul. 1993 - Present
Also worked directly with the temp. agency (accountemps) for various major / medium / small corporations
such as; Disney, Warner Bros., Universal Studios and some others
WESTWOOD MARQUIS HOTEL & GARDENS Los Angeles, California
F & B Cost Analyst/Credit Manager(promotion) Aug. 1991 - Jun. 1993
HILTON HOTEL (500 ROOMS) Burbank, California
Chief Night Auditor Feb. 1991 - Aug. 1991
EXCELSIOR HOTEL (500 ROOMS) Little Rock, Arkansas
Purchasing Clerk/General Cashier (promotion) May 1987 - Dec. 1990
ARTHUR YOUNG & COMPANY (Ernst & Young) Tehran, Iran
Staff Accountant Sep. 1975 - Sep. 1983
B.A. – Public Business Administration and Finance – University of Tehran 1975-1980
Masters Degree - University of Heidelberg - Germany 1983-1987
B.A. – Public Business Administration and Finance – University of Tehran <strong>1975-1980</strong></p>
Masters Degree - University of Heidelberg - Germany<strong> 1983-1987</strong></p>
Legal Services expert. Corporate Law expert. Taxation planner. Main Career as Assistant General Counsel, Ford Motor Company. In charge of Taxes and International transactions. Two years private business law practice in NY. Six years at National Office of the Internal Revenue Service, IRS, legislation, regulations and corporate reorganizations. Own hotel and commercial Real Estate. Involved in small business in various fields. Negotiations, business planning.
<p> BA (Economics) Queens College, NY JD Boston University School of Law</p>