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Meet Our Volunteers

The volunteers of Central Coast 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.

Karen Calcagno

Planning, customer service, family issues.

Al Carman

Sales, marketing, real estate, investments.

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

Scott Gillett

Banking, Financial Services and Insurance, Consulting, Research and Business Services, Real Estate, Rental Services and Leasing, Restaurants and Hospitality

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.

Phil Holderbein

Business Planning, Sales, & Public Relations

Chris Jacobson

Banking, Financial Services and Insurance, Consulting, Research and Business Services, Marketing, Advertising and Creative Services, Restaurants and Hospitality, Retail and Wholesale Trade, Technology and Web-Based Services

Paul Lazaga

Business Finance & Accounting, Business Operations, Business Strategy & Planning, Sales, Marketing, & Public Relations, Manufacturing & Product Development, Technology & IT Services

Bill Littell

Franchise SME (Subject Matter Expert)

Paul Peterson

| Mentoring Skills: Business Operations, Business Strategy & Planning, Legal Services, Sales, Marketing, & Public Relations, Manufacturing & Product Development, Technology & IT Services

Richard Petrowich

Retail and Wholesale Trade Business Operations, Business Strategy & Planning, Human Resources & Internal Communications, Sales, Marketing, & Public Relations

Pacho Rojas

Strategy Management & Technology Consultant / Business Coach & Trainer.

Kirk Schmidt

Business Finance & Accounting, Business Operations, Business Strategy & Planning, Government Regulations, Sales, Marketing, & Public Relations, Non-Profit

Ali Simpson

[* …awaiting summary… *].

Steve Spence

Management; Construction/transportation industry; Customer Service.

Christine (Chris) Stack

Skills: Business Finance & Accounting, Business Operations, Business Strategy & Planning Experience: Manufacturing & Industrial, Professional & Business Services, Real Estate, Rental & Leasing, Technical & Scientific Services

Robin Stockwell

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

Molly Thompson

Business Operations, Business Strategy & Planning, Sales, Marketing, & Public Relations Banking, Financial Services and Insurance, Consulting, Research and Business Services, Educational Services, Government Contracting, Nonprofit, Public and Professional Organizations, Real Estate, Rental Services and Leasing

Joey Tuttle

Leadership, management, technology, communications.

Patrick Webb

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

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.

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.

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.

Scott Gillett

27 years in the financial services industry and currently a financial and business consultant.
Principal, Perlacher Consulting, Capitola, CA April 2017 — Present Acquiring capital for businesses that were otherwise denied access to commercial credit Advising new and existing businesses with financial and management strategies Guiding new businesses with their formation, start-up, expansion, turn-around, loan pre qualification, credit repair and money movement

Karen Grellas

Karen Grellas has extensive experience in sales and sales management for transportation warehousing, packaging, and supply chain management organizations. In addition, she was the proprietor of a successful restaurant and was heavily involved in its management, marketing and financial operations.

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.

Phil Holderbein

I have been in the tire and automotive business for 47 years and have owned a business for 41 years. I have a current business that is very successful and have been semi retired for seven years. I have served on a national dealer council and the dealer council for the franchise that I belong to.

I have been a speaker/teacher in the church. I also was part of a Anger Management team that dealt with Family abuse.

Chris Jacobson

My name is Chris Jacobson and I am excited to share my knowledge about growing businesses in order to help local entrepreneurs. I have more than a decade of professional work experience focused on developing technical tools that facilitate distributed entrepreneurship and advising entrepreneurs on strategy and capital decisions. I currently lead an Amazon product team developing and managing software for small businesses around the world. Previously, I worked for ZenPayroll (now Gusto), developing payroll solutions for small-to-medium enterprises.

Paul Lazaga

Real Estate Broker at SLV Real Estate and Broker-Associate at Century 21 Showcase, REALTORS. Previously Senior Estimator for one of Santa Cruz County’s larger painting contractors, also handling all business aspects including bookkeeping, payroll, insurances. In the early to mid-2000’s President and co-founder of WTW Group, Inc which provided IT & consulting services, as well as retail operations for a variety of industries as well as individuals. In the 1980’s and 90’s spent most of my time as Sales or Engineering Manager for Adaptive Electronics, a semiconductor test manufacturing company previously in San Jose, CA where I also handled daily operations.Mentoring Skills:
Business Finance & Accounting, Business Operations, Business Strategy & Planning, Sales, Marketing, & Public Relations, Manufacturing & Product Development, Technology & IT Services

Bill Littell

Bill has had experience owning a franchise. He spent approximately ten years searching and interviewing different franchises around the country. He chose a Jamba Juice franchise which he located in Capitola and Santa Cruz, California. He and his son managed over 50 part time employees. After nine years Bill sold both units back to the franchisor. Bill and another Jamba Juice franchisee were on the committee to renegotiate a new franchise agreement which was mandated by Jamba Juice Corporation.

Paul Peterson

Industry Experience: Car Repair and Maintenance, Consulting, Research and Business Services, Environmental Services, Homeowner Services/Home Improvement, Marketing, Advertising and Creative Services, Retail and Wholesale Trade

Paul has worked for large public companies, small family owed companies, started his own firms. Successful in retail, engineering, software development and marketing, plant management, construction. Degrees in chemistry, engineering, law. Graduate work in management science. Recently retired from a large risk management non-profit research & engineering consulting company.

Richard Petrowich

Rich Petrowich has 40 years of small business management experience. He has created successful and sustainable sales teams that consistently produce profitable results. He has been involved in all aspects of running a small business from interviewing and hiring staff to creating the training programs and implementing them. He has also enjoyed creating advertising and handling merchandising to juggling all the little nuts and bolts that make a small business successful. Rich enjoys SCORE for the chance it gives him to share his hard earned knowledge.

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.

Kirk Schmidt

Industry Experience: Agriculture and Farming, Construction, Industrials and Utilities, Environmental Services, Nonprofit, Public and Professional Organizations, Real Estate, Rental Services and Leasing

Professional Experience: Attorney 1976-1991Founding Member, Quail Mountain Herbs, 1979-2004 at time of sale the second largest national supplier of fresh culinary herbs with 8 farms and 195 employeesExecutive Director Central Coast Water Quality Preservation Inc., 2005-2018. A non-profit providing environmental research and regulatory representation to Central Coast farmers.Instructor business law at Cabrillo College 1982-1986. Instructor finance and Ag finance at CSUMB, 2007. Seminar on business planning and budgeting, ISPM College, Chimoio, Mozambique, 2012Board member Community Foundation of Santa Cruz County; past Chair and board member at Pajaro Valley Chamber of Commerce & Ag, Past president and board member of Santa Cruz County Farm Bureau

Ali Simpson

Ali Simpson … [* …awaiting details… *]

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.

Christine (Chris) Stack

My pursuit is to use my experience to enable startup growth and value. With over 30 years of experience in management, business development, financial analysis and project management in the semiconductor and renewable industries, I have the unique ability to focus on mapping out the needs of customers and internal resources alike.

Robin Stockwell

Industry Experience: Agriculture and Farming, Retail and Wholesale Trade

Professional Experience: Created and managed several businesses. Three wholesale nursery growing operations. Two retail operations. I opened Succulent Gardens in 1981 and operated it continuously until 2009 as a retail garden boutique in Carmel. I started Oceanside Cactus and Succulent nursery in 1976 and operated it as a wholesale production nursery until 1985. I opened Succulent Gardens the Growing Grounds in 2003 in Castroville and in the beginning produced a diverse line of succulent plants targeted at a select number of retailers and landscape professional primarily in Northern California. In time I added a retail component to the nursery and eventually transitioned out of the Carmel location, focusing on retail/wholesale at the Castroville location. On October 1, 2014 I sold the nursery and began my transition to retirement. As part of the sales agreement I consulted for one year with the new owners. Year two of retirement I was contracted with Time, Inc. and Sunset magazine to write a book. Year three I worked on promotion of

Molly Thompson

Currently an Associate Broker with Alain Pinel Realtors, working out of their Corporate HQ in Saratoga. Alain Pinel Realtors is dedicated to excellence and I’m part of a group of distinguished real estate professionals who utilize sophisticated, innovative and technologically advanced marketing tools, specializing in distinctive properties. As an Associate Broker with extensive past work experience and educational background, I bring a wealth of skill and professionalism; for example:- Hundreds of properties Sold including homes, condominiums, and land- 15 years contracts negotiation and business development management for high tech Silicon Valley companies in

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.

John Yost

Areas of Interest: Mentoring, Facilitator, Leadership, Workshop Instructor, Volunteer Development & Training

Industry Experience: Consulting, Research and Business Services, Educational Services, Manufacturing & Mining, Nonprofit, Public and Professional Organizations

Thirty years as an operations professional in Supply Chain Management, Quality Managment, and Product Development. Sixteen year as business instructor, Strategic Planning, Operations, Management, Organizational Behavior, Project Management. Ten years as business and management consultant. strategic planning, organizational development.

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 over 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, and assists Monterey County businesses as an SBDC counselor.