Juan Modesto - Location: Palm Desert
Career Summary: Sixteen years’ experience leading teams in manufacturing, payroll, IT, retail, hospitality and food service. Experience includes small business consulting. Started businesses from the ground up and have also been very involved with HR, training and development.
My commitment to “YOU” as a SCORE mentor, is to ensure the most effective guidance, so your business can prosper and you as a business owner can achieve the American Dream. My aim is to provide guidance, but also focus around your learning and development as a business owner.
Education: Master’s in Business Administration, Bachelor’s in Business Management, Associates Degree in Computer Network and Doctor of Management – Organizational Leadership (Attending)
Con mas de 15 años de experiencia en administracion de empresas, estoy aqui para ayudarle en iniciar su negocio, crecer su negicio, finanzas y todo lo referiente en el negocio! No espere as una cita conmigo hoy!
Expertise: Business Acquisition, Business Finance and Accounting, Business Operations, Business Strategy and Planning, Clothing and Apparel, Consulting, Research and Business Services, Educational Services, Employee Relations, Human Resources and Internal Communications, Logistics, Logistics and Warehousing, Marketing Advertising and Creative Services, Marketing/Public Relations, Non-Profits, Public and Professional Organizations, Restaurants/ Hospitality, Retail and Wholesale Trade, Sales, Technology and IT Services, Technology and Web Based Services
John Harris - Location: Palm Desert
Career Summary: Spent over 30 years in the banking industry, primarily as a Regional Manager overseeing teams of commercial lenders providing business loans and other banking services. Specialized in trade finance (providing services to importers/exporters). Managed business development and marketing programs. Background in accounting and financial analysis,
Education: Bachelors of Arts Degree in Philosophy from University of California, Santa Barbara. Accounting and Financial Analysis classes/seminars. Commercial Lending classes/seminars.
Expertise: Banking and Financial Services, Business Acquisition, Business Finance and Accounting, Business Strategy and Planning, Fund Raising, Imports/ Exports, International Trade, Marketing/Public Relations, Real Estate/Leasing/Site Acquisition, Sales
Steve Baker – Location: Palm Desert
Career Summary: My background is in sports management and marketing, and non-profit management. I consider myself a business generalist who can assist business owners with all aspects of their business. As a college professor I taught entrepreneurship, economics and international business.
Education: MS in Finance, University of Denver, MBA, Kellogg Graduate School of Management, Northwestern University
Industry Experience: Sports, Insurance, Financial Services
Expertise: Business Operations, Business Strategy/Planning, Business Startup, Employee Relations, Fund Raising, Human Resources and Internal Communications, Insurance, Marketing Advertising and Creative Services, Market/Public Relations, Media and Communications, Non-Profits.
Liz Hauer – Location: Palm Desert
Career Summary: I have 30+ years of experience as a senior leader in the retail industry, with positions at Macy’s, Duty Free Shops Hong Kong, Gap, Old Navy, and Forever 21. I am passionate about retail and can provide guidance on most aspects of retail to help clients manage a successful and profitable retail business. As an inventory management expert, I am able to assist clients in deciding strategies for buying and assortment strategy, and then managing this inventory for maximum return on investment. I have managed teams of 100+ people so I am able to assist with human resource questions including how to hire, train and retain team members. I have always been extremely focused on customer service so can also provide guidance on how to attract and grow a loyal customer following.
Expertise: Business Operations, Business Strategy/Planning, Business Startup, Clothing/Apparel, Employee Relations, Human resources and Internal Communications, Manufacturing and Product Development, Marketing/Public Relations, Retail and Wholesale Trade, Sales; Logistics; Consumer Products, Manufacturing & Distribution; Customer Relations.
Gregg Arends – Location: Palm Springs
Career Summary:Twenty-nine years of consumer marketing experience to help you establish and/or grow your business. He has successfully established and grown brands while in senior marketing positions with startups to Fortune 500 Companies, including Jim Beam, Con Agra, Hansen Beverage and Omnicom. He currently works part time as an Adjunct Professor of Marketing at Cal Poly Pomona where is teaches undergrad and MBA classes. Gregg can help you identify business opportunities, develop and launch new products and services, establish marketing communications and advertising strategies and profitably expand your brand.
Education: MBA from Kellogg Graduate School of Management at Northwestern University
Expertise: Business Strategy/Planning; Consulting, Research and Business Services; Consumer Products, Manufacturing and Distribution; Educational Services; International Trade; Manufacturing and Product Development; Marketing Advertising & Creative Services; Marketing/Public Relations; Media and Communications; Online Mentoring; Retail and Wholesale Trade; Sales
Loren Liesemeyer – Location Palm Desert
Career Summary: I can help you in the areas of Finance and Banking, developing and implementing a business plan along with a sales and marketing strategy. I was in the wealth management business for 32 years. I worked with business owners, professionals, and individuals, advising clients in the areas of cash flow analysis, tax strategies, risk management, strategic planning, and sales and marketing plan implementation.
Expertise: Banking/Financial Services; Business Finance/Accounting; Business Operations; Business Strategy/Planning; Business Startup; Consulting, Research and Business Solutions; Insurance; Marketing Advertising and Creative Services; Marketing/Public Relations; Real Estate, Rental Services and Leasing; Sales
Brian Wachs – Location: Palm Desert
Career Summary: I have been a CPA since 1975. I have advanced through the ranks to Partner in several of the largest accounting firms in the world. I have also worked as a CFO in private industry for a small business, where I had hands on experience, dealing with day to day problems. I have taught accounting and taxation at both the undergraduate and graduate levels. I possess a master’s degree in taxation.
I spent the most recent part of my career acquiring and managing my own CPA firm here in the Coachella Valley. Over the last 15 years, I have broadened my experience. In addition to the technical challenges of the profession and client relations, I was involved with human resources, marketing and management. Having all small business clients, I have helped them over the years in a myriad of ways, including tax planning, budgeting, cash flow analysis, and understanding accounting reporting as a planning tool.
Education: B.A. California State College at Fullerton -1973; M.S. in Taxation Golden Gate University -1982
Expertise: Business Acquisition; Business Finance/Accounting/Tax; Business Strategy/Planning; Consulting Research and Business Services; Construction; Fund Raising; Non-Profits; Professional Services Businesses; Real Estate Rental Services and Leasing.
Ron Stirpe – Location: Palm Desert
Career Summary: I am an action-oriented sales/marketing executive with 30+ years creating innovative ‘out-of-the-box’ customer focus initiatives for startups, turnarounds, and high growth companies with emphasis on e-marketing strategies. Sixteen years as a Professor of Marketing and Management with the University of Phoenix.
Education: B.S. in Business Administration from State University of New York at Albany, MBA from Pepperdine University
Expertise: Business Operations; Business Strategy and Planning, Manufacturing and Product Development; Marketing and Public Relations; Non-Profit; Sales; Technology and IT Services, Business Plans/Start Up Assistance, Consulting, Research & Business Services, Marketing Advertising & Creative Services, Media & Communications
Panayot “PT” Tomov – Location: Palm Desert
Career Summary: The name Panayot Tomov (PT) has become synonymous with Elite Real Estate; Luxury properties and investments all over Greater Palm Springs. Graduating with an International Business and Global Marketing Degree at one of the best universities in California has set an exceptional standard and an incredibly innovative business approach. Saying “yes” to strategic market placement, evaluation and creative global marking. As an acknowledged business owner, Tomov has managed his family business successfully over the timeframe of 10 years. He’s helped to increase their assets substantially and establishing a successful model for the future. His “new-comer approach” combined with an “old-timer” mentality creates an atmosphere for success from the get-go. Passion, involvement, curiosity, and diligence are some of the ingredients that Tomov believes make a business owner successful.
Education: International Business and Global Marketing Undergraduate Degree, Cal Poly Pomona
Expertise: Business Finance and Accounting; Business Operations; Business Operations; Business Strategy/Planning; Marketing and Public Relations; Sales; Accountability/Goal Setting/Time; Management; Arts, Entertainment & Recreation; Business Plans/Start Up Assistance; Media & Communications
Paula Acosta – Location: Palm Desert
Career Summary: I believe in the value and wisdom of mentoring as a natural part of passing on information that helps people pursue their own goals for providing service to the community. The mentor and the mentee benefit from learning from each other as goals are set and achieved. I have 30+ years' experience in the public health area and human services arena – California state government, education, the arts, and local non-profits. I've helped grant application teams efforts and project teams reach their goals. I specialize in innovation and new ways of doing business within State, federal and local requirements and funding. It's time for me to lend a hand to people on the front line of community growth and enrichment. Organizations lead by under-represented groups in business and veterans are of special interest to me.
Education: B.A. plus 5th year graduate work in Education, Arts and Humanities, California State University at Fresno
Expertise: Government Regulations and Contracting; Non-Profit; Grants; Government Funding; Educational Services; Health Care and Social Assistance; Arts, Entertainment and Recreation
Kevin Kellerman – Location: Palm Desert
Career Summary: I owned my own service business for over thirty years, and would like to share my experience and knowledge with others. SCORE has an amazing reputation for mentoring both small business owners and those people considering going into business. My company included consulting within the Automotive Industry. We provided teaching workshops in starting a business, complying with State and local regulations, compliance issues, marketing, and methods for growth and development. My dealership education program was a first of its kind in California, setting the standard for success through education. After retiring from that industry, I entered the world of real estate, aiding buyers and sellers in the residential market. My years of experience made the transition much easier and within a short period of time, I was training others using basic business skills. It is extremely satisfying mentoring others, helping people use their full potential and enjoying their own success.
Education: UCLA Bachelor of Arts
Expertise: Educational Services; Real Estate, rental and leasing; Business planning and Startup assistance; Marketing and customer relations; Public Relations, Sales, and Strategy and Planning.
Sergio Barragan – Location: Palm Desert
Career Summary: I’m tech savvy and a social media expert that can help with a marketing strategy for your business. I have first-hand experience inspecting short term rentals, taking real-estate photos to list on Airbnb, VRBO, etc. My vision as a SCORE mentor is to assist your business grow and reach your entrepreneurial goals. I’m a native son of the Coachella Valley. I’m very familiar with the hospitality industry in the western Coachella Valley and the agricultural industry in the east.
Additionally, I have over 8 years of experience working as a strategic planner for the federal government. My team has conceptualized and executed into practice a yearly quality assurance review for a federal agency with $151 billion budget. As a strategic planner, I identify focus areas, track progress and analyze performances. Currently, I serve as a Chief Financial Officer for a Landscaping business that serves the eastern Coachella Valley. I’m fluent in English and Spanish.
Industry Experience: Arts, Entertainment and Recreation
Education: University of California Berkeley - B.S. in Political Economy and Interdisciplinary (Film, Finance and Economics); College of the Desert – Associates of Arts in Economics.
Expertise: Business Strategy/Planning; Consulting, Research and Business Services; Government Regulations and Contracting; Real Estate Leasing/Site Acquisition; Real Estate Rental Services and Leasing.
Suzanne “Suzee” Oberfelder – Location: Palm Desert
Career Summary: I have extensive corporate leadership and small business ownership experience in retail, real estate and home improvement, mostly on the sales, services, merchandising, design and marketing side. Talent acquisition, team development and presentation of people, product and process, are my specialties. I am both an award-winning Sales Director for a Fortune 40 Home Improvement company, and the Founder/Owner for two small companies. I am described as an innovative leader, with an entrepreneurial spirit, designing and launching new brands and concepts for many companies, including Gap, Inc., Lowe’s Home Improvement, Pottery Barn Kids. I have also owned my own franchise. My passion is helping our SCORE clients bring their own goals and dreams to life.
Education: Studied Business and Marketing at Long Beach State; Graduated from Gap, Inc Retail Masters’ Program; Licensed Realtor since 2007 Kaplan College, Certified in Corporate Relocation; Leadership Essentials Lowe’s Home Improvement.
Expertise: Accountability/Goal Setting/Time Management; Business Operations; Business Plans/Startup Assistance; Business Strategy/Planning; Buying or Selling a Business; Construction; Customer Relations; Franchising; Human Resources and Internal Communications; Marketing, Public Relations and Sales; Manufacturing and Product Development; Real Estate, Rental and Leasing Services; Technology.
Peter Holland – Location: Palm Desert
I am currently ‘semi-retired’ transitioning from many years in business and owning my own real estate, construction and other businesses. I enjoy helping others succeed and think my past experience could be very helpful to others.
Education: University of Arizona – Real Estate and Finance Major – LEED certified AP, Licensed Real Estate Broker, Licensed General Contractor.
Expertise: Accountability/Goal Setting/Time Management; Business Operations; Business Strategy/Planning; Construction; Marketing/Public Relations; Real Estate Leasing/Site Acquisition; Real Estate Rental and Leasing; Sales.
Paul Hosking – Location: Palm Desert
Career Summary: Over the past 30+ years I have gained international experience in large B2B corporations serving Aerospace and Oil & Gas markets. I am most passionate ab out “moving the needle” and connecting Strategy, Product Management and Product Development to accelerate business growth.
During my career, I have held various senior roles in Business Unit Management, Business Development, Product Management, Program Management and Manufacturing Management. I am also the co-inventor of several international patents relating to the Internet of Things. As a result, I can offer guidance across a wide range of business opportunities and issues.
I am also well positioned to provide expertise on businesses ranging from large to small having most recently championed a global startup “business within a business” providing highly engineered solutions to mitigate Greenhouse Gas Emissions.
In summary, I am excited to share my expertise and lessons learned to help you build and grow your business and achieve your dreams.
Education: M.A. Advanced Manufacturing, University of Cambridge; B.A. Production Engineering, University of Cambridge
Expertise: Accountability/Goal Setting/Time Management; Business Operations; Business Strategy/Planning; Business Plans/Start Up Assistance; Government Regulations and Contracting; International Trade; Logistics; Manufacturing and Product Development; Marketing/Public Relations; Mining, Quarrying/Oil and Gas Extraction; Patents/Copyrights/Intellectual Properties; Public and Professional Organizations