The volunteers of Santa Cruz SCORE have rich and varied business backgrounds. Counselors share their business expertise and knowledge in all aspects of small business. In addition, all counselors have specific areas of expertise, which are listed below:


Summaries

Tap names for details.

Ted Belleza

[* …awaiting summary… *].

Karen Calcagno

Planning, customer service, family issues.

Al Carman

Sales, marketing, real estate, investments.

Dick Clark

General management, finance, negotiations.

George Cotroneio

Seasoned Sales and Marketing executive with 30+ years of experience. Strong sales training and development skills combined with ability to recruit key sales personnel.

Edward Fordyce

Business Finance & Accounting, Business Operations, Business Strategy & Planning, Manufacturing & Product Development; Supply Chain Management

Brett Green

Business Operations including Finance, Strategy, Planning, Marketing and Sales.

Karen Grellas

Management, marketing, and sales in restaurant and transportation logistics.

David Harken

Financial and management experience in the advertising industry.

Rich Hill

Experienced in public sector, executive management, and non-profits.

Bill Littell

[* …awaiting summary… *].

Jim Martin

Marketing, proposals, publicity, systems.

Pacho Rojas

Strategy Management & Technology Consultant / Business Coach & Trainer.

Michael Sarka

Tourism/hospitality, events/trade shows, non-profit/for profit planning & management.

Alan Smith

Data security, risk management, compliance issues.

Steve Spence

Management; Construction/transportation industry; Customer Service.

Joey Tuttle

Leadership, management, technology, communications.

Patrick Webb

Marketing, Sales, Business Planning, Business Development, Product Planning

Linda Wood

[* …awaiting summary… *].

John Yost

Business Operations, Business Strategy & Planning, Human Resources & Internal Communications, Manufacturing & Product Development, Supply Chain Management

Jack Zahorsky

Business strategy, management, business plans, presentations, negotiations and licensing agreements.


Details

Tap names for summaries.

Ted Belleza

Ted Belleza … [* …awaiting details… *]

Karen Calcagno

 

Karen Calcagno is an experienced entrepreneur who has founded, operated, and profitably sold a number of businesses in diverse fields. These include automotive services, gas and oil sales, a car wash, an auto dealership, a gift shop, commercial real estate, property management, as well as family business coaching,mediation, facilitation, and training. She founded and served as Executive Director of the Santa Cruz chapter of SCORE. Karen also served as a President of the Soroptimist organization, a Founding Board Member of Broadway on the Bay, a Founding Board member of the 41st Avenue Association, a Board consultant at The Aptos Academy, and Board Member at Conflict Resolution Venter of Santa Cruz County. Karen is an expert on business issues, with special interests in realistic planning, in developing successful teams, providing outstanding customer service and preparing your business for profitable sale.

Al Carman

 

Al Carman gained much of his business experience in the real estate field, first as an award-winning salesman, then in various managerial positions, and finally as Northwest Regional Manager for Coldwell-Banker. Al has been generous in his work for the Santa Cruz community, having served on the Boards of the Central Coast Center for Independent Living, the Veteran’s Building, and as membership Chairman for SCORE. He provides counseling in the areas of sales technique and marketing development, taught economics to high school students, and is a successful investor. He provides local mentoring to non-profits and entrepreneurs on sales and marketing issues, and also does extensive cyber-counseling for individuals all over the U.S.

Dick Clark

 

Dick Clark’s career has been marked by notable success in the general management of high tech businesses, where his financial acumen, negotiating savvy, and strong inter-personal relationships served him well in competitive arenas. His earlier background was in electrical engineering (BEE and MS from Cornell). SCORE has been fortunate in having Dick translate his start-up and operational experience to the needs of small and medium-sized clients.

He provides counseling in the areas of financial planning and budgeting, sales and marketing, customer presentations, and contract negotiations. In addition to volunteering with SCORE, he serves on the Board of Hospice of Santa Cruz County. He also served on the Board of the Scotts Valley Fire Protection District for 14 years, and is a past member of the Board of the local Goodwill organization.

George Cotroneio

 

Strong sales acumen and ability to present complex software solutions to executive level decision makers. Excellent verbal and written communication skills. Ability to work with and relate to all disciplines in execution of the sales process, e.g. engineering, administration, finance.

Keen ability to network and fact find for elements critical to the sales cycle.

Strong organizational skills and ability to work with CRM solutions such as SalesForce.com

Proven training skills in developing sales tactics and strategies.

Edward (Ed) Fordyce

 

Strengths in Operations, General Management and Finance having Managing Multiple Product Lines and Multiple Businesses. Developed and Implemented Growth and Restructuring Strategies in North America, South America, Europe, Africa, Australia and China. Experience in Acquisitions and Mergers from at all Stages Including Modeling and Integrations. Managed Teams and Businesses with Annual Revenue from $1m to $600m. These Businesses Sold, Manufactured and Distributed Products Including Software, Firmware, Cloud Based Monitoring Systems, Smart Sensors, Data Readers and Storage Systems, General Components to Large Heavy Duty Equipment and Machinery, with Volumes Varying from Single to Over a Million Units per Annum. Experience in General Industry including Construction, Environmental, Geotechnical and Mining.

Brett Green

 

Brett started a business in homeowner services and has operated it successfully for over 20 years. He has experience with managing employees in a small company involved in real estate development and remodeling activity.

Karen Grellas

 

David Harken

 

David Harken has spent 34 years in various financial and managerial positions in the advertising industry. David earned a bachelor of arts from the University of Iowa and was an Army Intelligence Specialist in Vietnam. He was instrumental in building an advertising network that was the 10th largest in the world. His areas of expertise include: financial analysis, budget planning, corporate 401k and corporate welfare programs. David was project leader on conversion of two legacy payroll systems covering 100 U.S. companies and project manager in conversion of payroll and benefit systems for over 30 acquisitions of advertising and public relations companies. He was project lead on Six Sigma process improvement initiatives.

Rich Hill

 

Rich Hill has worked 36 years in the public sector with success in executive management positions. He retired as the City Manager of Capitola, CA. In addition, Rich has spent two decades serving on a variety of nonprofit Boards and Committees. In these capacities he worked to sell over $150 million in bonded debt, in both public and private markets; reviewed and prepared business pro formas/business plans; written successful grants; prepared, managed and administered budgets in excess of $10 million. He has also gained experience and knowledge in: human resources, principals of accounting and financial management, principals and practices of organizational development, management and expansion.

Bill Littell

Bill Littell … [* …awaiting details… *]

Jim Martin

 

Jim Martin is a skillful writer and publicist whose background was in the semi-conductor and aerospace industries. He worked in both market development and strategic account marketing, and along the way produced materials for product role-outs, brochures, technical manuals, and press releases. Jim also served as editor of a technical magazine in the electronics field. For the past ten years, he has been a consultant and free-lance writer. Among his strengths are the development of business marketing plans, writing proposals, and the establishment of systems to measure progress and success in the implementation of those plans. Jim does writing and marketing for SCORE, and is the editor of the periodic SCORE newsletter.

Francisco (Pacho) Rojas

 

Francisco (Pacho) Rojas is a Strategy Management & Technology Consultant / Business Coach & Trainer with 15+ years of experience delivering Technology & Business solutions to clients in the USA/Latin America, primarily in the finance/insurance, consultancy/coaching and online retail sectors. He has experience assisting clients to bridge multicultural teams/alliances and to explore new markets in the USA/Latin America, with view to extend their market share. Focus on driving revenue generation, building online communities and reaching new/larger audiences, while automating work flow procedures, resource management and QA. Pahcho holds a Degree in Mechanical Engineering and is a certified Specialist in Strategic Management - passionate about Web 2.0 technologies, emerging technologies, disruptive innovation and entrepreneurship, and is fluent in English and Spanish.

Michael Sarka

 

Michael Sarka began his counseling career in the Middle East by working in small communities to grow their micro businesses. Closer to home he has served as an officer, CEO and/or director of several not for profit organizations with an emphasis on increasing income, strategic planning as well as Board and staff development. His background also includes both for profit and non-profit business start-up, management, event and trade show development, research, marketing, public relations and publications.

Alan Smith

 

Alan Smith is an expert in the field of data security, identity theft, risk management, compliance, and protection of a company’s assets, including the efficient access to legal services. Additionally, he has an in-depth background assisting companies in staging trade shows effectively, including involvement with the marketing concepts and logistics of the presentation. His experience with trade shows led to his consulting practice in corporate protection and his formation of a marketing research and marketing communications professional group to share best practice information. Currently, Alan is Chairman of the Scotts Valley Fire Protection District. For SCORE he provides clients with consultation on sales and marketing issues, as well as recruiting new volunteers.

Steve Spence

 

Steve Spence started and grew his heavy equipment rental and trucking business to become a dominant player in the industry. He started his first company in southern California in 1970 and was the founder of King Crane Service in Scotts Valley, which became the largest crane rental company in the Silicon Valley and Monterey Bay area. As Founder & CEO, Steve was responsible for all aspects of company operations including sales, accounting, insurance, marketing, human resources and cash flow management; in addition he negotiated the sale of the company. Active in the regional business community he has counseled and advised colleagues and is a past president of the Northern California Crane Owners Association.

Joey Tuttle

 

Joey Tuttle is a research and development executive with superb ability to find innovative solutions to complex information technology problems. Over the course of his career, he has specified the architecture and managed both small and large-scale projects for a broad range of client companies. His skills include insight into clients’ business objectives, and finding appropriate and durable technology solutions. Currently, he works on generating simplified but powerful man/machine interfaces. Joey enjoys the opportunity with SCORE, on a voluntary basis, to partner with clients in defining technology problems, explore solutions, and work together in specifying the most practical means to solve the problem.

Patrick Webb

 

Pat Webb is a sales and marketing executive with expertise in building global teams. During his career in technology he has managed marketing and sales/support organizations responsible for sales/business development to customers in the Americas, Europe, and Asia. He enjoys working with new ventures and unproven ideas. Throughout his career he has been involved in helping to launch new products and working with start-up customers. He has a broad range of experience including Business Planning, Product Planning, Business Development, and Sales.

Linda Wood

Linda Wood … [* …awaiting details… *]

John Yost

 

Jack Zahorsky

 

Jack Zahorsky is an engineering graduate who, after holding various engineering positions and obtaining an MBA, migrated to the marketing and business development field. After working for Logitech for 6 years, ending up as Director of Business Development, he started his own consulting business, which he has run for the past 10 years. Jack uses his extensive expertise in business strategy, management, business plans, presentations, negotiations and licensing agreements to help his client companies fulfill their marketing requirements. Additionally, Jack was a lecturer, mentor, and judge at Santa Clara University’s Executive MBA Program in the area of evaluation of both start-up and foreign expansion business plans.