Business Finance & Accounting

20

Phoebe Wilson

Current City: Rockport, TX

35 years as a CPA, working for an international firm (7 years) and independently providing audit and tax services to medium sized companies. 5 years teaching accounting courses at California State University, Monterey Bay. Nonprofit experience includes CFO at Hospice of the Central Coast (7 years), accounting and taxation for various small nonprofit organizations. Rental manager for short-term rentals (7 years).

Resume

Education

1977 BS-Accounting California State University, Sacramento

David R Brown

Current City: Gilbert, AZ

Resume

Education
n/a

Nick Moliterno

Current City: Southington, OH

Over the last 37 yrs. have held positions in Industrial Engineering, Systems Analysis, Cost Accounting Manager, Manufacturing Accounting Manager, Controller for $6 Billion manufacturing/Design Engineering division of an international technology company.  
 

Resume

Education

BA in Mathematics with minors in Physics/Accounting from YSU.

Frederick J Bricketto

Current City: Lexington, SC

 

Expert in Real Estate. Very knowledgeable in building and developing property. Marketing Representative and first level manager with IBM for 11 years, Left to "Follow 
the dream" as builder, developer, single family homes,  COMMUNITIES in southern 
NJ. As developer, purchased raw ground, and then built approx. 500 single family homes, with some commercial. Finished up with R. E./property management company until retirement. 
               1961: Joined IBM Corp as marketing rep.  
,              1972: Started building/development company. 
               1984: Retired to Hilton Head, SC to using RE  skills. 
               2000: Hung up the hammer, Charleston, SC.         
               2012: Moved Lexington, SC/joined SCORE for opportunity to "give 
back" to others. Managed own retirement funds 1986- present.
 
Family:  Married present and only wife in 1960,Three great kids and nine grand 
children, all trying to beat "ME & GRAMPA.

Resume

Education

Graduated BS Mathematics, Lynchburg College, Lynchburg, VA. 

W. Eric Roberson

Current City: Hockessin, DE

Bank of America / MBNA Bank - Experience in Card Serivces IT functions as an IT Process analyst and audit (9 Years).

Accenture - Established and manage a Mainframe application Tier 1 and Tier 2 Help Desk focused on DuPont Order/Invoicing and manufacturing/product Inventory Systems. (2 Years)

E. I. DuPont de Nemours & Company. 5 years as the Front Desk Manager at the Hotel DuPont in Wilmington DE managing the Rooms area hospitality service delivery team. 20 years as a Programmer/analyst specializing in COBOL and PL/1 mainframe order invoicing applications. Managed a PC based training center for DuPont employees using office systems. Developed custom applications for the Corporate Trucking division and a color press application for use by packaging manufacturers using DuPont Cyrel printing plates.

U.S. Army / Delaware Army National Guard/ USAR - 30 year career starting as a small unit leader (Armor/Infantry) and Operational S-3. National Guard/USAR service as a Signal Corp officer with duties as a Company and Battalion Commander. Last career assignment was as the Deputy Chief of Staff for Information Systems with the 311 Signal Command, USAR, F. Meade MD.

Speech Therapeutics Inc - Vice President/Treasurer of a Speech Therapy private practice owned by my wife. We have maintained this small business practice for over 25 years. Familiar with small business accounting and general Quickbooks knowledge.

Butler's Inc. - Family stationary business in Wilmington DE run by my father. Experience in this retail business as retail clerk, stock room, delivery driver, telephone operater, cashier and auditor.

 

 

Resume

Education

 

B.S.B.A. University of Delaware, Lerner College of Business & Economics
Command and General Staff College

Alan Garber

Current City: Ft Lauderdale, FL

CPA.

Resume

Education

University of Florida

Bachelor of Science - Major Accounting.

Arthur L Goldberg

Current City: Larchmont, NY

Arthur Goldberg

Chapter: Westchester SCORE

Career Summary: Expert in Business Start ups, Buying and Selling a Business, Business Budgets and Plans, Business Strategy, Sourcing, Warehousing and Shipping Products, Legal Issues, Purchasing Insurance

Industry Experience:, Distribution, Hard Goods Manufacturing, International Trade, Imports / Exports, , Personal and Professional Services, Retail and Wholesale Trade, Transportation and Warehousing

Mentoring Skills: Business Finance & Accounting, Business Operations, Business Strategy & Planning, Intellectual Property, Legal Services, Manufacturing & Product Development, Supply Chain Management

 

Resume

Education

MB MBA, University of Chicago                                                  CPA in NY, OH, IL

LL  LLM (in tax law), New York University School of Law             Attorney in NY, OH, IL 

JD,   JD New York University School of Law

 BBACity College of New York

John Amdall

Current City: Washington, IL
Chapter: Peoria SCORE

John spent 37 years with Caterpillar with the last 10 years as the Director of Research & Technology.  Areas of strength include strategic planning, mergers, acquisition, nonprofits and people development.

John has conducted strategic planning exercises with several nonprofits to help them establish goals and direction for the future.

John's goal is to use is experience to "give back" through SCORE and other involvements with nonprofits.

Resume

Education

BS and MS in Mechanical Engineering from the University of Missouri - Columbia

Travis Johnson

Current City: Charlotte, NC

Resume

Education
n/a

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.

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