Banking, Financial Services and Insurance

Douglas Pratt
Current City: Newberry, FL
Chapter: North Central Florida SCORE

I have spent the last 17 years in the banking and financial industry.  My focus has been providing companies with solutions for their financing needs.  I have a well rounded background in both traditional and non-traditional financing.

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Education
n/a
eGuides
Published May. 3, 2013 application/pdf icon

Whether you are a newly minted entrepreneur or you’re a business that has been around for a dozen years, a critical element for small business success means knowing your numbers. Sponsored by Visa, This e-guide is designed to help you better understand what figures and accounting principles are important for your business. It also looks at different accounting software programs for your company and when is the right time to hire someone to keep your business growing.

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Five Important Benefits

With improved knowledge of your company’s financial situation come numerous benefits for you as the owner. Here are five important benefits that come from being financially savvy about your business.

Robert Foley
Current City: Laona, WI
Chapter: Fox Cities SCORE

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Education
n/a

Tom Jaeger, CPA
Current City: Plantation, FL
Chapter: Broward SCORE
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After serving in the US Navy and being Honorably Discharged, Tom graduated from Miami’s Barry University and began 30 years of practicing as a Florida licensed CPA, first as a Tax Manager with an international accounting firm and then as a local Fort Lauderdale practitioner.  Versed in audit, review and compiled financial statements and tax consulting to LLC, LLP, Subchapter S, Subchapter C and tax exempts, including multi-state and internationals, currently serving as a Director on the Boards of several tax exempt associations.

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Education

Bachelor Science, Accounting

Published May. 1, 2013 application/pdf icon

 

I have a business that sells equestrian supplies both retail and online. I’d like to begin
using social media as a marketing tool, but I’m clueless as to how to begin. How do I go about 
developing a social media strategy?
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About the Author

 

This column is brought to you by the Merrimack Valley Chapter of SCORE, with nearly 
70 current and former business executives available to provide free, confidential, one-on-one 
business mentoring and training workshops for area businesses. Call 603-666-7561 or visit 
merrimackvalley.score.org for information on mentoring, upcoming workshops and volunteer 
Published Apr. 21, 2013 application/pdf icon

Ask SCORE

Our four-year-old printing business is finally on solid footing. We’ve worked hard and 
been very fortunate, and now we’d like to begin giving something back to the community. What 
types of activities can you suggest?
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About the Author

This column is brought to you by the Merrimack Valley Chapter of SCORE, with nearly 70 current and former business executives available to provide free, confidential, one-on-one business mentoring and training workshops for area businesses. Call 603-666-7561 or visit merrimackvalley.score.org for information on mentoring, upcoming workshops and volunteer opportunities. SCORE is a national, non-profit organization and a resource partner of the U. S. Small Business Administration.

Vans T LeBlanc, MA, BBA
Current City: Clermont, FL
Chapter: Orlando SCORE
PROFESSIONAL PROFILE
Mortgage Brokerage Owner- 1992 to Present
Bank Corporate Executive, Strategic Planning
Financing and  Business Development;
Consumer and Small Business Financing and Counseling.
SCORE Volunteer: Small business counseling

PROFESSIONAL EXPERIENCE
Mortgage Broker and Franchise Owner
Managing Director - National Bank of Dominica, Commonwealth of Dominica,
This was the CEO position of the bank responsible for the daily operations of the bank, supervising its Commercial and Residential Lending portfolio, and reporting directly to the bank's Board of Directors.
Manager/Franchisee (Current Part-time) - The MORTGAGE Centre
Maple Ridge, BC, Canada
Licensed Mortgage Broker-Ascent Homeloans, Inc
based in Florida, USA (2010)

EDUCATIONAL BACKGROUND
Iona College, New York B.B.A.
 (CUM LAUDE) - (Finance)
McMaster University, Hamilton, Ontario
 M.A. (Economics)
Registered Licensed Mortgage Broker, Canada (1992 to Present)
 (Florida 2010)

CONTINUING EDUCATION

SCORE Small Business Education
Online Modules - Mortgage Broker Education, BC, Canada
Mortgage Broker Pre-Licensing, Florida, 2010
Seminar: Home Owners Association: the Collection Process-
Larsen & Associates, Attorneys, Orlando Florida
Seminar Seminars in Corporate Due Diligence and the
Prevention of Money Laundering, Miami, USA
Seminars in Strategic Development, Vancouver, BC
Mortgage Education: Mortgage Analysis and Development Courses,
Canada and the United States
Sales Seminar by Tom Hopkins, Phoenix, Arizona

Past Employment History
1.Managing Director, National bank of Dominica
2. Business Development Manager/ Lending: Western Indian Lending Association;
3. General Manager - Agricultural/Industrial Development Bank Commonwealth of Dominica,

4. Loan Officer and Credit Analyst:General Electric Credit Corporation (now GE Capital),
New York and Connecticut, a wholly-owned Financial Subsidiary of the General Electric Company.
5. Assistant to Lecturer in Economics - McMaster University, Hamilton, Ontario, during tenure of Graduate Fellowship.

6. High School Teacher

ACADEMIC AWARDS
Iona College four-year Academic Scholarship Who's Who Among Students in
American Universities Iona College - Finance Department Graduation Academic Award
Graduate Fellowship Award - McMaster University, Hamilton, Ontario.

MEMBERSHIPS

Mortgage Broker Association, Canada
Rotarian: 2004, Commonwealth of Dominica, the Caribbean
Member - Chamber of Commerce, Maple Ridge, British Columbia - 2005

SOME PAST CHAIRMANSHIPS AND DIRECTORSHIPS
President: Bella Piazza Home Owners Association, Davenport, Florida
Chairman, Board of Governors -  Dominica State College;
Commissioner: Economic Advisory Committee, District of Maple Ridge, Canada
Many Others

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Education

MA (Economics)

BBA ( Finance)

Licensed Mortgage Broker

David B. Thomas
Current City: Sedona, AZ
Chapter: Northern Arizona SCORE
Request Mentoring

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Education

B.A., University of Puget Sound, Tacoma, WA

Michael Klehm
Current City: Darien
Chapter: Fairfield Cty SCORE
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Michael Klehm has over 30 years experience in financial services industry with focus in business strategy, finance and operations.  He was most recently President and COO of major investment management firm and is currently providing consulting services in same areas.

Michael led the startup of the investment management firm's new non-affiliated client business, increasing assets under management by 30%

Michael is available to provide SCORE clients with advice in a number of areas, including company startup challenges and ongoing business strategy, finance and operations issues.

 

 

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Education

BA, Brown University

MBA, Tuck School at Dartmouth College

Guillermo Villar
Current City: Charlotte, NC
Chapter: Charlotte SCORE
Request Mentoring
  • Bank of America, Corporate Real Estate Planning, Senior Analyst
  • McCartney Williams Construction, Owner
  • Federal Aviation Administration (FAA), Resident Engineer
  • Corning, Inc., Product & Process Development Engineer

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Education
Kenan-Flagler Business School
University of North Carolina, Chapel Hill
Masters in Business Administration
 
Massachusetts Institute of Technology (MIT), Cambridge
Bachelor of Science, Mechanical Engineering

 

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