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
Jean Hussey - Primarily Online Mentor
Career Summary: Proficient in turnaround and managing small business. Expert in inventory management, financial control, and operating profitability. Trained and worked at Abraham and Strauss Department Store, trouble-shooting various kids, ready-to-wear, and accessories areas. As V.P. then President of Operations the Hot Sox Co., later the Polo/Ralph Lauren hosiery licensee, had an additional 30 years of experience as a results-driven executive leader. Duties included establishing controls for buying, inventory, and for expenses, negotiating costs with and overseeing 30 mills worldwide, and coordinating with Design, Sales, Accounts Payable/Receivables, and Marketing, as well as supervising the warehouse. Resolved business problems throughout this 30 year career, which also included costing and pricing, off-price sales, merchandising, customer service, shipping, and financing.
Education: B.A. from Duke University.
Expertise: Business Finance and Accounting, Business Operations, Business startup, Business Strategy and Planning, Consulting, Research and Business Services, Employee Relations, Logistics, Manufacturing and Product Development, Online Mentoring, Retail and Wholesale Trade, Sales, Supply Chain Management
Phil Harris - Location: Palm Desert
Career Summary: Thirty five years of entrepreneurial experience with two successful retail store start ups, managing all aspects of business ownership. With a degree in Business Administration, was hired and trained by IBM in their computer sales division annually exceeding 100% of quota. Served as a general Business Consultant with a major acounting firm. Became a tenured Business Instructor at a junior college. Obtained licenses in insurance, real estate and DMV vehicle registration. Active in community service as a Rotarian serving as Club President, Vice President of Del Mar Chamber of Commerce and other volunteerism.
Expertise: Business Finance and Accounting, Business Operations, Business startup, Business Strategy and Planning, Employee Relations, Fund Raising, Human Resources and Internal Communications, Insurance, Legal Issues, Marketing/Public Relations, Media and Communications, Non-Profits, Public and Professional Organizations, Real Estate, Rental Services and Leasing, Real Estate/Leasing/Site Acquisition, Retail and Wholesale Trade, Sales, Technology and IT Services, Technology and Web Based Services
Industries: Insurance, Retail/Wholesale
Tim Taylor - Location: Palm Desert
Career Summary: Experienced with companies that are just starting out or those ready to scale. Experience includes an extensive background in accounting and finance. I have consulted with companies of all sizes and have worked with some of the most successful companies in the US. I bring my knowledge gained through work experience and consulting with Management Systems. I look forward to helping the small to medium business market here in the Coachella Valley.
Education: San Diego State University, Accounting Degree
Expertise: Business Acquisition, Business Finance/Accounting, Business Operations, Business Strategy/Planning, Business Start Up, Consulting, Research and Business Services, Government Contracting, Insurance, Non-Profits, Technology and IT Services.
Bonnie Nan Fine Location: Palm Desert
Career Summary: Over forty years’ experience as senior partner in a law firm. Familiar with business startup and the problems faced by small businesses as they progress. I am familiar with the legal, financial and emotional issues involved. Strong background in employment issues, policies and procedures. Well versed in the issues of employment manuals and various rules and regulations involved in anti-discriminatory practices; Americans with Disabilities Act ramifications and other employment issues. Able to assist in licensing, interaction of business with governmental entities and similar topics. Have assisted in presentation of businesses to banks and industry groups. I am anxious to lend support to others in forming and pursuing their entrepreneurial goals.
Education: Bachelor of Arts in History and Political Science from UCLA; Law Degree from USC.
Expertise: Business Acquisition; Business Finance/Accounting; Business Operations; Business Startup; Government Contracting; Health Care; Insurance; Legal Issues; Manufacturing & Product Development; Patents/Copyrights/Intellectual Properties; Real Estate Leasing/Site Acquisition; Real Estate, Rental Services & Leasing; Restaurant/Hospitality; Retail & Wholesale Trade
Roy Breneman - Location: Palm Desert
Career Summary: Career began with the Pepsi Cola Company traveling through 13 states training franchise bottlers. Later worked with General Foods and Dr. Pepper ending as the Executive Vice President and chief of sales and marketing officer of Seven-Up Royal Crown Bottling Company, the largest U.S. Seven-Up bottler. This 40 year business experience gives the background to help SCORE clients who want to start a business, or are already in business, but who need guidance. Experience as Chairman of Seven-Up National bottler marketing committee, Los Angeles food industry council, Vice President Long Beach, CA Stroke Association
Expertise: Business Operations; Business Strategy/Planning; Business Startup; Consumer Products/Manufacturing and Distribution; Logistics and Warehousing; Marketing Advertising and Creative Services; Sales
Bob DeVan - Location: Palm Desert
Career Summary: Experienced executive with leadership track record in multi-location manufacturing and distribution companies. Over 20 years leadership experience in all areas of finance, operations and human resources including strategic operations, budgeting and planning, treasury, tax, SOX compliance and risk management activities. Strong M&A experience including identification, negotiation and integration in public and private companies.
Education: University of Miami, Fl BBA - Pace College, NYC MBA Stanford University, Palo Alto CA Executive Development Program.
Expertise: Business Acquisition; Business Finance/Accounting; Business Operations; Business Strategy/Planning; Employee Relations Human Resources and Internal Communications; Imports/Exports; International Trade; Insurance; Manufacturing and Product Development; Non-Profits; Patents/Copyrights/Intellectual Properties; Supply Chain Management; Technology and IT Services
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.
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.