Banking, Financial Services and Insurance

Following a number of years in the insurance industry, five years ago I left my job to have a child and be a stay-at-home mom. Now that my son is beginning school, rather than returning to work, I’m thinking about starting a business. What advice can you offer?  Read more...

Javier Pacheco

Current City: Bonita Springs, FL
Chapter: SCORE Naples

Resume

Education
n/a

Celia B Bell

Current City: Austin, TX
Chapter: Austin SCORE

Experience in:  Start up small business, marketing, growing and managing business in multiple locations in US, budgeting, strategic planning, hiring and managing staff off site, commercial real estate, reviewing leases, building and designing office spaces, analyzing financial statements from multiple locations, managing non profit organization.   Extremely knowledgeably in business strategy and planning.

Served as a mentor in Austin, Texas as well as thru SCORE cyber mentoring. Before retiring as Executive Vice President of Operations and Center Development for BusinesSuites, Celia was responsible for center-level operations and the transitions of newly developed or acquired centers. Over fourteen years of experience in the development, integration and management of business centers.  She successfully grew the business from 40 offices in one center in 1989 to 416 offices in five centers in 1997, including the integration of five acquired centers. Previous to her association with BusinesSuites, she was an officer at Bank One, Texas in Austin. She was also  the executive director of two not for profit organizations in Chicago, Ill. She is a retired businesswoman and one time user of SCORE.

Resume

Education

BS University of Texas, Graduate work at University of Arkansas, University of Texas, University of Illinois and Austin Presbyterian Theological Seminary.

Bonnie Copeland

Current City: Costa Mesa, CA

Business start up, business plans, financing your buisness, financial projections, cash flow, budgeting, intellectual property, turn-arounds for troubled businesses. Retail, manufacturing, entertainment, the environmental industry and non-profits. I began my business career by starting a retail ski shop, which built to $1 million in sales as the ski industry boomed. When my daughter was born I soldl the ski business and became a stay-at-home mom entrepreneur. I sold custom portraits of children and pets through mail order and specialty shops. Five years later I sold the portrait business and entered the University of Pittsburgh M.B.A. program, majoring in Accounting and Finance. After graduating Magna cum Laude I worked as Assistant Controller and Factory Systems Analyst for a large aluminum foundry and rolling mill in Eastern Ohio. Two very cold winters later I moved to Southern California as Project Financial Analyst for Hughes Aircraft.I moved to Disney to manage the financial affairs for several divisions at the park as well as the construction of Thunder Mountain Railroad. I left Disney to work as a Special Projects Analyst for Shell Oil, then spent 11-1/2 years at Digital Equipment Corporation. At DEC I worked directly with the Western Vice President of Sales, managing the budgeting, reporting, and awards programs for a 300 person sales force. I also served as executive partner to several aerospace and banking companies, wrote the strategic plan for a new $50 million venture, served as national training manager for the Finance and Accounting organization, and as training liaison between Finance and Accounting and the sales group. In 1992 I took early retirement and became a SCORE volunteer. Currently, I work half-time doing marketing, accounting, and financial planning for a small family owned firm. I also work periodically with the Cal State Fullerton School of Business Entrepreneurship program and run three small businesses: consulting for several former employers, art beading and freelance writing

Resume

Education

BA, University of Pittsburgh, Cum Laude -- Studio Art Major, Theater and dance minor MBA, Univeristy of Pittsburgh, Magna Cum Laude, Finance and Accounting. 5 time winner, Chapter Cyber Counselor of the Year Award.

Philip Greene

Profession: CPA
Current City: New Rochelle, NY

Expert in Business Start ups, Buying and Selling a Business, Business Plans, Business Legal Forms,Obtaining Fnancing. 1965 to 2003 W.R.Grace & Co. Corporate Vice President of Finance. For last 25 years negotiated worldwide acquisitions and divestment's of various businesses ranging from $25 million to over $1 billion. Coordinated due diligence, both in house and third party, including work of independent accountants, investment bankers and attorneys. Negotiated financial and purchase price sections of relevant agreements and reviewed other documents. Resolved all post closing purchase price adjustments and business issues. Worked closely with investment bankers in achieving corporate value objectives. Prior to 1980 was responsible for both internal and external world wide financial reporting. Corporate business plan and financing initiator. Start up business initiator. 1960 to 1965 PriceWaterhouseCoopers LLC. CPA

Resume

Education

Columbia University Greaduate School of Business. MS degree in Accounting. University of Pennsylvania, Wharton School of Business. BS in Marketing

Sanford K Carlisle

Current City: Wolfeboro, NH

Expert in Business Operations. Very knowledgeable in Business Management. 38 years in key management positions in food manufacturing and distribution business, involving: manufacturing and engineering, strategic planning, costing, finance, capital investment, logistics, organization development, mergers and acquisitions, product development, and MIS. Responsible for 4 production facilities. retired as VP of Operations and VP of Corporate Development. Holds 4 US patents. Post retirement had own management consulting business and have been a SCORE counselor for 13 years. Served on active and reserve duty in US Navy for 30 years – retired with rank of Captain.

Resume

Education

US Merchant Marine Academy, Bachelors of Science in Mechanical Engineering. Various courses involving finance and accounting, product development, organization and leadership development, strategic and business planning, and mergers and acquisitions

William S Ringler

Retired as CIO with Regions Bank

Teach part-time at Samford University 

Resume

Education

BS Degree in Mathematics from Waynesburg University, Waynesburg, PA

MBA from the University of Pittsburgh

David P Conley

Current City: Middleton, MA

Dave was educated at Boston College and the University of Illinois College of Law. He worked 36 years at Boston Federal Savings Bank and was President of the bank for 8 years prior to the bank's sale in 2005. Although he worked in every area of the bank, most of his career was spent in lending, operations, and managing acquisitions. The bank went public in 1995 and grew to $2B though mergers and acquisitions and had 17 offices in the greater Boston area. Skills potentially useful to clients include an understanding of what lenders want from clients, experience with business plans from a financial and marketing perspective, and the experience of managing personnel, budgets, and customer relations in several small subsidiary companies.

Resume

Education

Boston College & University of Illinois College of Law

Dan S Miller

Current City: Pebble Beach, CA

Dan S. Miller

Serial Entrepreneur/ Venture Capital CIO / Roadmap Success • MBA • PMP • Series7&63
Launched 6 successful startups - 4 exists

I work with SCORE clients that have:

1.    Compelling business proposition

2.    Team that will execute

3.    Sustainable competitive advantage

My areas of expertise include:

Breakout • Sales • Marketing • SEO/SEM • App & Web Development • Deal Structure • Funding Pipeline

(Breakout = Vision and Discoveries that Rocket a Venture Forward at an Accelerated Rate.)

Profile - http://www.linkedin.com/in/dsmiller9/

Website - cloud-mobile-social.com

Contact me at: dan.miller@scorevolunteer.org

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Resume

Education

MBA, (Honors in Finance) St Mary's;

​PMP - Project Mgt. Institute;

FINRA series 7 & 63;

BA, Biology, Lone Mt. College-University of San Francisco.

Affiliations:

Keiretsu Forum (Angel Funding Group)

Cloud-Mobile-Social (Venture Capital)

Institutional Investors Group (Qualified Investor)

AngelList,

CrunchBase,

CapLinked,

SandHill,

VentureDeal,

FundersClub,

JumpStart days,

Eureka,

Ignite,

(FINRA)Financial Industry Regulatory Authority, 

(PMI) Project Management Institute, 

(ICECC)Institute of Certified eCommerce Consultants

 

 

 

 

Cloud” (Improve Life) - #Access, #Security, #Privacy, Governance, Architecture, #Search, #Sharing, Backup, #Forecast, Hadoop, #BigData, MapReduce, HDFS, #Risk, Hosting, #View, #Networks, #Stats, Hardware, #Servers, #OpenSource, AI, BI, #Model, #Consulting, Paas, Saas, SOAAgility, Elasticity, #Distributed processing, #BitCoin, #Hybrid, Virtualization, #Performance, #Infrastructure, #Migration, Provisioning, Grid computing, #Private, #Public, Machine Learning, Visualizing, Capture, #Realtime, #On-demand, #Amazon Cloud Drive, #iCloud, #RackSpace, SkyDrive, #gDrive, #Workload, #Skype, Query, Clusters, Controller, Indexes, #Object ID, #Scale. #Ecommerce

Mobile” (Extend Technology) -  #Devices, #Handsets, #iPhone, #Android, Mini, Communication, Portability, #iPad, #Connection, #Location, #Photo's, #App’s, #Games, #Text, #Video, Entertainment, #Music, Integration, #Family, #Friends, #Tags, Uploads, Embedded, Actionable, Targeted, #Transactions, #Payments, Near Field (NFC), Hyper-Local, #Nightlife, #Merchandise, #Sports, #Fitness, #News, #Media, #Travel, #Jobs, Gifts, #Apparel, #Food, #Dining, #Menu, 4square, QR, Hash Tags, Bump, #GPS, Check-in, Agile, In-touch, #Instagram, #Commerce, #Shopping, #Ads, #Maps, #Meetup, Analytics, Rapid Prototyping

Social” (Expand Social Action) - #Connections, App’s, Media, #Games, Content, #Search, #Likes, Pokes, #Friends, #Marketing, #Ads, #Flickr, #Instagram, #Pinterest, Tumblr, Topsy, #MetaData, #Commerce, #Campaigns, #Location, #Cookies, #Analytics, #Keywords, #Life, #Love, #Meetup, #Dating, Nightlife, #Entertainment, #Learning, #Growth, Evolution, Virtual Reality, Virtualization, #Timeline, #Tweets, #Blogs, IM, #Politics, #World events, #LinkedIn, #Facebook, #Twitter, g+1, 4square, Klout, Adwords, #Wiki, Crunchbase, #Youtube, Mash, Crittercism, Quora, Dribble, #Vimeo, Behance, Dvice, Gizmodo, Crowd #Funding, Delicious, Startle, #About, #Groups, #Flash, #Events, #Hangout, Shout, Scream, #Talk, #Be, Interact, Show me what's next?

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