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CEDA Money Summit |
Thursday, October 08, 2009
2009 Guest Speaker | See
also Panelists
>>
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Dr. Bill Winston, Pastor
Living Word Christian Center - Forest Park, IL
Bill Winston is a visionary leader whose mission is to empower Believers through teaching and preaching the uncomprised Word of God, and to fulfill their highest calling and change the world through Jesus Christ.
Bill Winston received his Honorary Doctorate of Humane Letters from Friends International Christian University, and is Founder and Pastor of Living Word Christian Center, a 17,000 member church located in Forest Park, Illinois, and Tuskegee Christian Center in Tuskegee, Alabama. The church has a broad range of entities including: the Joseph Business School; Living Word School of Ministry and Missions; the Forest Park Plaza (a 32-acre shopping mall) and Washington Plaza (a shopping center in Tuskegee); Living Word Christian Academy; and many others.
Pastor Winston is also the Founder and Chairman of The Joseph Center® for Business Development, Chairman of the Board of Covenant Bank, President of New Covenant Community Development Corporation, Founder of Bill Winston Ministries (a ministry outreach that shares the Gospel through television, radio, and other media), and President and Founder of Faith Ministries Alliance (FMA), an alliance of more than 350 churches and ministries under the covering of Pastor Winston in the U.S. and overseas.
Pastor Winston is married to Veronica and is the father of three children, Melody, Nicole, and David William (Bill) Samuel Winston
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Mr.
Glenn Henderson
President & Founder
AFC Express
Glenn S. Henderson is the founder/CEO
of AFC Worldwide Express, a global Transportation and Logistics
company. Through his leadership, the company has grown
consistently over its 20 plus year history.
BUSINESS LEADERSHIP
As a successful entrepreneur, Mr. Henderson and his company
have been recognized for their exceptional commitment to
best practice principles and superior customer service.
Servicing primarily major US companies such as Procter & Gamble,
Motorola, Sprint Nextel, and Hallmark Cards. Having been
selected by Hallmark Cards as their “Vendor of the
Year” AFC excels at demonstrating their capabilities
on a global basis. Domestically AFC Worldwide Express has
been called upon during many natural disasters to deliver
services necessitating the utmost precision, reflected
recently in the providing of assistance during the relief
efforts of Hurricane Ike. The company was also very instrumental
and deeply embedded in the relief efforts of the 911 tragedy
in New York City.
COMMUNITY LEADERSHIP
In addition to his leadership at AFC Worldwide Express,
Mr. Henderson is a motivational speaker who has made leadership
and philanthropic contributions to a variety of organizations
- Creator and author of "Rock Solid Principles of
Business Development," a comprehensive business
development educational curriculum.
- Academic Speaker on Business Leadership and Development:
Harvard Business School, Boston, MA, Georgia Institute
of Technology Logistic Institute Program, Atlanta, GA,
and Kennesaw State University, Kennesaw, GA
- Guest speaker on the televised "Minority Business
Report", WGN Chicago, Illinois. Guest speaker on
business related radio programs and contributing writer
for magazine publications.
- Past & Present Board Member Affiliations: Crown
Financial Ministries (formally, Christian Financial Concepts),
Cherokee Boys and Girls Club, Georgia Minority Supplier
Development Council (GMSDC), and Fellowship of Christian
Athletes,
- Philanthropic Gifts Include: Sponsoring back to school
backpack programs, shoes and various other provisions
to undeveloped nations. He volunteers teaching entrepreneurial
skills to middle and high school students. And established
a financial grant program for a selective number of high
school students.
lenn Henderson is married to Regina Henderson, his wife
and advisor of 20 years. They live in Atlanta, Georgia and
have three children, Valerie, Cameron, and Allegra.
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2009
Summit's Panelists | Back
to Guest Speaker >>
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Ms. Phyllis Cooley
Construction Manager – Small & Local Business Enterprise Office
Ms. Cooley has been employed with the City of Boston for 36 years. She currently holds the position of Construction Manager for the Small and Local Business Enterprise Office. She was recently appointed Recovery Accountability and Transparency Manager for the Small and Local Business Office to ensure compliance with the American Recovery and Reinvestment Act funding, as it pertains to Boston resident, minority and women workers; and minority and women business enterprise utilization.
Ms. Cooley studied Business Management at Mass Bay Community College and the University of Massachusetts. In 1994 she received a Certification of Completion for the Management of Small Business Start-ups in the Construction Industry; Certificate Specializing in Cultural Diversity, and a Master of Management Degree from Cambridge College, 1999.
Ms. Cooley is an ordained minister; she serves as a Senior Associate at the Grant African Methodist Episcopal Church in Boston where she is loving known as Rev. Phyllis Cooley-Chisholm.
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Mr. Lonnie
Daniels
President
Massachusetts Minority Contractors
Association
Senior Construction Management Consultant and President
of L.H. Daniels Associates, has over twenty-five years of
experience in all phases of the construction industry including,
as an administrator, construction manager, project supervisor
and as an estimator.
Mr. Daniels’ duties with this construction management
and consulting firm are to oversee the construction management
procedure provided by the firm and serve as the owner’s/client’s
agent. He is responsible for the overall construction management
and delivery of services required by the project; including
cost and schedule control, as well as construction consulting
assistance throughout the design and construction phase.
Additional to he Construction Management service, Mr. Daniels
provide technical and management services, that include:
General Management, Marketing Strategy, Financial Management
Capitalization, Project and Construction Management Services,
Organizational Management Planning and Scheduling, Cost Estimates
and Budgets, Management Information Systems, , and M/WBE
Program and Advocacy.
Mr. Daniels in his related capacity as construction management
specialist has worked on government contract and is familiar
with government’s procurement procedures. This included
the procurement process for the construction of public buildings
that are governed by General Laws of the state, the Omnibus
Construction Reform Act of 1981, New Construction Reform
Bill of 2004 and the Filed Sub-Bid Law.
He has assisted in negotiations of multi-million dollar
contracts and securing of contracts in both governmental
and private sectors. In addition to his construction experience,
Lonnie has participated in many research and development
programs, feasibility and marketing studies.
As the past owner and manager of an environmental and general
contractor firm, Mr. Daniels was responsible for the development
and implementation of short and long term goals. The coordination
and control of operations to accomplish the firm’s
objectives. Overseeing construction management policies including
estimating, negotiating, and planning, scheduling and administrative.
Mr. Daniels is a graduate of West Virginia State College,
where he received a Bachelor of Science degree in Construction
Management. Mr. Daniels is the Founder and Chairman of Board
of Director for the Massachusetts Minority Contractors Association
(MMCA). MMCA is a minority business trade association working
to address the needs and concerns of minority contractors
on a statewide and regional basis. MMCA is about opportunity,
sharing information and building a structure of mutual support.
MMCA brings minority entrepreneurs together to express concerns
and make recommendations on solutions to the problems faced
by minority businesses.
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Mr.
James Fortune
Program Compliance specialist
Massachusetts Housing
James Fortune is currently Program Compliance Specialist
in the Compliance and Diversity Division at MassHousing.
His responsibilities include (1) providing direction and
leadership in policy and program development to assist small
and minority businesses seeking procurement and contracting
opportunities with MassHousing-financed housing developments,
(2) monitoring the contract compliance of property management
companies that manage MassHousing-financed developments,
and (3) providing technical assistance and guidance to property
management companies with regards to MassHousing’s
small and minority business enterprises utilization program.
Mr. Fortune has more than 25 years of experience working
in various managerial and supervisory roles in economic and
business development. The experience has included serving
as executive director of a state funded housing development
corporation, director of a federally funded small business
development center, assistant director of a Ford Foundation
funded economic research center and a consultant to a state
agency on how to utilize public finance as a vehicle for
community development in economically depressed areas.
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In addition to his work experience, Mr. Fortune holds two
masters degrees, one in the field of economics and the other
in the urban/policy sciences field. He has also taught college
level courses in economics and finance.
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Mr. Dexter
Jenkins
Financial Consultant
Primerica Financial Services
Dexter Jenkins is a representative with Primerica Financial
Services a member of the Citigroup Corporation. Since 1993
Dexter has helped hundreds of families get on the road
to becoming Debt Free and Financially Independent.
Upon graduation from Northeastern University in 1991 Dexter
accepted the position of Project Teamwork coordinator at
the Center for the Study of Sport in Society at Northeastern
University. Project Teamwork endeavors to promote radical
equality and a violence free society. In 1993 Dexter was
named director of that program. During his tenure Project
Teamwork spoke to over 150,000 students and trained over
1000 students on race relations and conflict resolution.
Dexter has been a board member for the Christian Economic
Development Association (CEDA) since 2006. CEDA is a multi-cultural,
multi racial, interdenominational faith based financial concepts
organization, which has a mission to increase individuals
and organizations financial value through information, inspiration,
relationships and resources.
Dexter is also the founder of Worship and Wealth ministries.
Worship and Wealth ministry has a focus to inspire Christians
to tangibly experience their covenant of wealth through faith
and the implementation of sound financial principles.
He and his wife Kendra, live in Hyde Park, Massachusetts
with their three children Danielle, Cameron, and Sydney.
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Mr. Jesse Jeter
Executive
Director
Christian Economic Development Association
Mr. Jeter has been part of the growth
and development of the Jet-A-Way organization since graduating
from college in 1987. The Jet-A-Way Inc. organization is
a family owned and operated waste disposal and recycling
company located in Roxbury Massachusetts. Jesse’s parents Eddie and
Darlene Jeter started the Jet-A-Way firm in 1969. Jesse’s
dad, Mr. Eddie Jeter passed away in September 1991. When
Mr. Jeter passed in 1991 the firm’s annual sales were
$10,000,000. The family decided not to sale the firm and
has subsequently grown the firm to $17,000.000 in annual
sales. Mr. Jesse Jeter has held several roles at the Jet-A-Way
firm with his current role being VP of Business Development.
Mr. Jeter is also on the board of directors of the Jet-A-Way
organization.
Mr. Jesse Jeter, on July 17, 2002, while maintaining his
role at Jet-A-Way Inc. founded a not-for-profit organization
entitled the Christian Economic Development Association (CEDA).
CEDA, a multi-cultural, multi-racial, interdenominational
faith-based financial concepts organization, was organized
to help businesses and individuals increase their financial
value. The CEDA organization is governed by a board of directors
and advisors, whom like Mr. Jeter, give of their time, talent
and resources on a volunteer basis. Today, the CEDA organization
host three annual events and services the varying needs of
its constituents during the course of the year.
Also during 2002 Mr. Jeter co-founded a business with his
wife, Denise Jeter, entitled Ann’s Christian Learning
Center (ACLC). ACLC, a for profit business, provides tutoring
services for children in grades 2-10 in the subjects of math,
language arts and reading skills. The organization is a state
approved, for profit, faith-based private tutoring company
committed to providing academic enrichment to students. The
effectiveness of ACLC services has catapulted the growth
of the company and triggered an increasing demand for more
individualized academic support for students
As a speaker, Mr. Jeter has been requested to conduct speaking
and teaching engagements at numerous locations. Additionally
he has served on the Board of Directors of various organizations,
including the Massachusetts Minority Contractors Association,
Boston Employment Commission for the City of Boston, New
Market Business Association and several others. He also serves
on a variety of advisory boards.
Mr. Jess Jeter was born in Boston
Massachusetts. He is married, has three children and resides
in Boston Massachusetts.
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Mr. Javin Jones
Financial
Advisor
Ameriprise Financial
Javin Jones has worked at Strategic Financial Partners since 2008. A graduate of Amherst College, Javin has been a financial advisor for over 5 years. His areas of concentration include education funding strategies, protection products, retirement funding strategies and employment transition planning. Javin holds his securities licenses 7, 66 as well as the Life, Accident and Health license. Javin has lived in Boston for 8 years, and currently resides in Quincy, MA.
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Mr. Ronald G. Marlow
Assistant Secretary of Access and Opportunity – The Commonwealth of Massachusetts
Ron Marlow serves as the Assistant Secretary for Access and Opportunity in the Patrick administration. In this role, Marlow is responsible for overseeing and coordinating efforts to ensure that all individuals, no matter their race, gender, ethnicity, sexual orientation or disability, have an equal opportunity to work for and contract with state government. Additionally, Marlow is responsible for reviewing existing state programs, activities and policies to ensure that they are consistent with the goal of promoting nondiscrimination and equal opportunity.
Prior to taking on this position, Marlow served as Director of the Governor’s Development Cabinet, where he worked to coordinate the efforts of the executive offices that are engaged in large-scale economic development projects and initiatives. In this position, Marlow played a leading role in helping to craft “The Springfield Partnership,” a blueprint for state engagement in efforts to revitalize the city of Springfield. Marlow’s prior positions include: Chief Operating Officer at Dorchester Bay Economic Development Corporation, Chief of Staff to state Senator Dianne Wilkerson and Chief of Staff and Director of Community Services as the Boston Housing Authority.
Mr. Marlow has been very active in the Boston community. At present, he is the Vice Chair of the Massachusetts Community Development Finance Corporation. He has served on the Boards of Action for Boston Community Development, Inc., the Hispanic Office of Planning and Evaluation, the Private Industry Council, Project RIGHT, and the Board of Quincy/Geneva Housing Corporation. He has been recognized by many organizations for his outstanding accomplishments; and in February 2000, The Boston Herald recognized Mr. Marlow as a “future Black history maker.”
Mr. Marlow is a graduate of Northeastern University (Master of Science) and The Pennsylvania State University (Bachelor of Arts). Mr. Marlow was born and raised in Boston. He is married and has two children.
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Mr. Daniel
G. McCarthy, ChFC, CLU
President
Pension Concepts
Dan has been the owner of Pension Concepts for sixteen
years. Dan's practice focuses on designing and managing
corporate retirement plans. He is dedicated to providing
his clients with the most competitive combination of investment
service, educational content and administrative excellence.
Dan manages his plans together with a team of experts that
delivers comprehensive financial planning services to all
employees, regardless of job description or income. His
goal is to educate each employee about the features of
their retirement plan and provide specific advice to help
them integrate their retirement plan investments into their
financial plan.
Dan graduated from Boston College with a B.A. in political
science and is currently pursuing a Masters degree in philosophy.
He has earned the Chartered Financial Consultant and Chartered
Life Underwriter designations and is an investment advisory
representative of MML Investor Services, Inc. Dan enjoys
staying fit by practicing martial arts and is a black belt
in Brazilian Jiu Jitsu and won the bronze medal at the
Pan Am Games in 2000. Dan lives in Needham with his wife
Linda and their children Lauren, Nicholas, Owen, Gabriel
and Aidan.
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Mr. Robert Nelson
District Director – US Small Business Association
Robert H. Nelson was appointed district director of SBA’s Massachusetts District Office on November 26, 2007. The district office is located in Boston with a branch office in Springfield, Massachusetts. Prior to his appointment as district director, Mr. Nelson served as branch manager of the Springfield, Mass. office.
Mr. Nelson began his SBA career in 1998 as a loan specialist for the Connecticut District Office in Hartford, Conn. He joined the Massachusetts District Office in 2000; first in the capacity of lead loan specialist/chief of portfolio management and later as branch manager.
As district director, Mr. Nelson is responsible for the effective delivery of SBA’s financial and business development programs with a mission to counsel, assist and protect the interest of small business statewide in order to maintain and strengthen the economy.
Mr. Nelson, together with a staff of 15 permanent SBA employees, will work to help entrepreneurs to start, grow and build their businesses. On the financial side, Mr. Nelson is responsible for increasing delivery of the popular 7(a) and 504 loan programs which help small businesses obtain access to capital. He is also responsible for SBA oversight of the Massachusetts Small Business Development Center’s (MSBDC) statewide network, the seven Massachusetts chapters of SCORE: Counselors to America’s Small Business and the Massachusetts Women’s Business Center – the Center for Women & Enterprise.
Before joining the SBA, Bob spent a number of years with the Federal Deposit Insurance Corporation (FDIC) as section chief of the medium/other assets division in the Franklin, Mass. consolidated field office. He also has a number of years of banking experience having been a commercial lender for several New England area banks. He was a Vice President at Shawmut Bank, R.I.
Mr. Nelson holds a BA degree in Economics from Hobart College in Geneva, New York. He and his wife, Debbi, have three sons, Brad, Mark and Christopher.
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Mr.
Reggie Nunnally
Deputy Director of Business Development
City of Boston
Boston Business Assistance Center
Mr. Reginald Nunnally (more commonly known
as Reggie) has been involved in economic development for
the past 15 plus years, initially as the Executive Director
of the Grove Hall Neighborhood Development Corporation
that spearheaded the redevelopment efforts on Blue Hill
Ave.
Reggie was the first Executive Director
for the Enhanced Enterprise Community responsible for processing
$44 million of federal funds for Empowerment Zone economic
development projects. His career highlights include facilitating
the process for financing the Mecca Mall in Grove Hall, the
South End Health Center, Merengue Restaurant on Blue Hill
Ave, the Best Western Round House Suites and the Hampton
Inn Hotel, (the first African American owned hotel in Boston
and the first hotels to be built in Roxbury since the turn
of the century.)
Currently he is Deputy Director for external
affairs for the Department of Neighborhood Development that
includes oversight of the Boston Business Assistance Center.
As part of his oversight duties he has created a micro loan
program geared for existing business and individuals aspiring
to start a business within a special geographical area within
the city of Boston
He is a graduate of Providence College and
Boston University as well as received training at Harvard
Kennedy School of Government.
Reggie is also a past recipient of the Small
Business Administration’ s Minority Small Business
Advocate of the year award for both Massachusetts as well
as all of New England.
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Mr.
Antonio Parham
CEO, The Koinonia Group LLC (TKG)
Antonio (“Tony”) Parham is Managing Director of TKG Management Consulting (“The Launch-it or Fix-it Team”) TKG helps organizations plan and launch new initiatives, do market research, or fix challenging issues. TKG works with a variety of organizations, including Fortune 100 firms, start-ups and not-for-profits. Mr. Parham has over 25 years of experience in multiple domains: a charismatic speaker, corporate executive, management consultant, entrepreneur, technologist, not-for-profit executive director and university lecturer. He has served on the boards of several for-profit and not-for-profit organizations. He received an M.S. in Management from MIT's Sloan School of Management, an M.S. from the University of Southern California , and a B.S. from MIT. More information about TKG can be found at www.TKGweb.com
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Mr. Joshua T. Pierce
Senior VP - Baystate Financial Services
Josh has been in the financial services industry since January of 2001. Prior to joining Baystate Financial, Josh held the position of Vice President at Kobren Insight Management, as well as Financial Advisor with UBS Financial Services, Inc., and the Private Clients Group of Fleet National Bank. Prior to entering the financial services industry, Josh was an assistant men’s varsity lacrosse coach at his Alma Mater, Wheaton College, in Norton, MA. In his time at Wheaton, Josh was a 4-year varsity letter winner on the men’s lacrosse team, and captained the team in both his junior and senior years.
Josh’s primary focus, when managing an investment strategy for his clients, is managing risk. Whether risk is financial or emotional, Josh’s focus within a given investment strategy is on understanding the client’s goals and objectives, managing client specific risk, and building the most efficient portfolios.
Josh holds the distinguished Certified Financial Planner™ (CFP®) designation. He received his M.B.A from Northeastern University, located in Boston, MA.
Josh enjoys all sports, and in 2004 he raised money for Alzheimer’s Association by running and completing the Boston Marathon. In addition to running, Josh likes golf, tennis, basketball, football, and baseball. Josh grew up in the greater Philadelphia area, and now resides in Boston with his wife and their dog.
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Mr. Dan Rivers
Vice
President
Bernstein Global Wealth Management
Mr. Dan Rivers is a Financial Advisor Associate for Morgan Stanley Smith Barney.
During the past 8 years, Mr. Rivers served as Vice President for Bernstein Global Wealth Management, Director of Sales at KXEN, Inc., a predictive analytic software company; Compete Inc., a multi-channel behavioral analytic service provider, and IBM’s Global Strategic Consulting group’s Mainspring.
From 1989 to 1999, Mr. Rivers was a Vice President with Fleet Financial Group, where he worked in Commercial Lending, Managed Fleet’s Financial Analyst Training Program, and had primary responsibility for Fleet’s Affiliate Cash Management relationships.
Mr. Rivers earned a BA in Economics from Dartmouth College 1989.
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Mr. Robert
Roach
Managing Director
Nile Capital, LLC.
Bob Roach has over 20 years of investment, investment
banking and operating experience primarily serving companies
with revenues from $0 to $50 million. Throughout his career,
Bob has demonstrated a high level of commitment to achieving
his client company’s goals. Possessing strong analytical
skills, Bob is a strategic thinker who can balance operational
needs with financial and investor requirements. Bob provides
entrepreneurs and CEOs with a wealth of real world experience,
competence and talent whether acting as CFO for a growth
company or as an investment banker in raising capital or
managing an M&A process.
Summary Transactional Achievements:
- Structured, negotiated and closed over 27 private investment
transactions representing in excess of $640 million of
committed capital including senior and subordinated debt
as well as equity
- Led deal execution on a variety of investments including
leveraged acquisitions, venture capital and private placements
- Managed both buy-side and sell side M&A projects
- Investor contacts within the private equity, venture
capital, hedge fund and mezzanine debt sectors
- Have successfully assisted companies from early stage
through the IPO/liquidity process.
- Transaction experience in a variety of industries including:
financial services, telecom, biotech, medical equipment,
clean tech, and manufacturing/industrial
Summary Operating and Consulting Achievements:
As COO/CFO, led a business services company from $9 million
to $43 million in revenue in three years
- Wrote and implemented a business plan used to successfully
raise Angel capital
- Drove margin improvement through utilization of detailed
pricing and financial models
- Managed day-to-day operations and implemented process
and procedure improvements
- Developed a flexible and scalable infrastructure to manage
significant revenue growth
- Raised $3 million of venture capital from Angels
- Developed and managed successful acquisition program
Co-Founder, Principal and CFO/FINOP of two broker-dealers
- Responsible for FINOP and compliance duties in addition
to investment banking
Bob has also held banking, investment or corporate finance
positions at Merrill Lynch, US West Financial Services,
GE Capital Corporate Finance Group, Travelers Insurance
(Private Placements), and First National Bank of Chicago
(First Scholar Program). Bob holds a MBA from the University
Of Chicago Graduate School Of Business and an AB in Economics
from Dartmouth College.
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Ms.
Jeanette Simmons
Community Branch Manager
Sovereign Bank
Jeanette Simmons is currently a Sovereign
Bank Branch Manager and Vice President working out of the
Fields Corner Office in Dorchester. She has been with the
bank for over 10 years after earlier having a successful
career in the retail industry where she was a store manager
and honored in 1996 as a Black Achievement Award winner.
Her current duties include providing leadership,
managing the sales culture, bringing in new business, ensuring
branch integrity and implementing strategies to reduce overhead
and improve efficiency. She was born in Savannah, GA and
raised in Boston, MA where she participated in the Big Sisters
program and served on the Special events Committee of the
United Negro College Fund for 11 years. She was on the committee
for the Cambridge Y.W.C.A. Empowerment Conference for Women
of Color.
When she was branch Manager in Chestnut
Hill MA she was on the “Second Step” board which
is a home for abused Women and children. And now currently
serves on two boards in Dorchester MA “Close To Home” and “Fields
Corner Main Streets”.
She loves spending her free time with her
family. Her son Roger and her two grandsons Kai and Khoury
Jeanette Currently resides in Dorchester
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Ms.
Ronia Stewart
Branch Manager
Citizens Bank
Ronia Stewart is the manager of Citizens
Bank’s Dudley Station branch, which is located at
2343 Washington Street in Roxbury. Stewart is responsible
for overseeing branch staff, directing branch activities
and continuing to deliver exceptional customer service
at the Dudley Station location.
Prior to joining Citizens, Stewart worked
at MFS Investment Management in Boston and Garden of Eden
Ministries, Inc , a nonprofit organization in Dorchester.
An important aspect of her life is her three
children (Rasheida, Ronia and Clifford). She enjoys spending
time with her family and friends, entertaining, traveling
and shopping for shoes.
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Mr. Mark Walker
VP, Relationship Manager
Business Banking Group - Sovereign Bank
Mark Walker has 22 years of banking experience with the last 16 focused within the Greater Boston commercial banking marketplace. Mark started his career at Bank of New England working in various capacities within the bank acquisition team and loan work-out groups. Prior to joining Sovereign he served as Vice President and Relationship Manager at a west coast based bank where he focused on establishing a market presence in the Northeast with a specific focus on the Metropolitan Boston marketplace. He has significant experience in new business development and credit administration of commercial lending.
Mark’s current role at Sovereign is focused on new business development and relationship management for business banking in Eastern Massachusetts and Northern New England. He holds a bachelor’s degree in Business Administration from American International College, and is active in a number of professional business organizations.
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Mr. Ronald L. Walker II
President & Principal
Next Street Financial LLC
Ronald L. Walker, II is the President and Founding Partner of Next Street Financial, LLC, a merchant bank that provides customized finance and management advice to inner city small businesses and entrepreneurs across the U.S. Mr. Walker’s primary focus is on corporate finance, including debt and equity financing, investment strategy, investment management, and customer acquisition for Next Street.
Mr. Walker has over 17 years of commercial and retail banking experience. Before co-founding Next Street, he served as Executive Vice President and Regional Executive of Retail Banking for Sovereign Bank, and as Senior Vice President, retail market manager and Senior Vice President of Northern New England’s Business Banking Group at Fleet Financial Group. While at Sovereign, Ron was responsible for the bank’s largest region with more than $1 billion in commercial and retail core deposits and loans, and was appointed by Sovereign’s president to chair the Massachusetts Advisory board and lead the bank’s effort to increase small business and real estate lending statewide.
Mr. Walker is very active in the community and serves on the leadership council of the Brookings Institution’s Metropolitan Policy Program in Washington, DC. He also serves locally as chair of the board of the Roxbury Comprehensive Health Center and as vice chair of the Crispus Attucks Children’s Center in Roxbury.
Walker is a recipient of the Boston Chamber of Commerce’s Top Young Leaders Award, director Spike Lee’s “Mo Better Award” for leadership, and the YMCA Black Achievers Award. Ron holds a BBA in Marketing and Finance from Prairie View A&M University of Texas and completed Harvard Business School’s Executive Program, Finance for Senior Executives, in 2004. He has also played competitive football at both the college and semi-professional levels.
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Mr. Robert
C. Williams, Jr.
Principal
Boston Resources Group, LLC
Mr. Williams provides direction,
coordination and focus for effective operations of New
Vision Financial, Inc.’s major lines of business.
He represents the company in critical relationships with
major clients and other key parties. Mr. Williams’ duties
also include market wide responsibilities for coordinating
the delivery of financial products and services related
to the Private Client Group ensuring consistent consultation
of the banking and investment processes, to help meet
all of your personal and commercial financial goals.
Mr. Williams brings a wealth of experience
as a former Vice-President and Client Manager for the Middle
Market segment of Bank of America's Government and Municipal
Banking Group; where he focused primarily on Growth and New
to Company relationship development and client retention
and acquisition. Mr. Williams is a principal of Boston Resources,
LLC, a government relations firm, and Urban Lifestyles, LLC
a residential and commercial real estate builder and developer.
Mr. Williams currently serves as a member
of the Board of the New England Legal Defense Fund, NAACP,
The Roxbury Community Health Center Board of Directors, The
Executive Committee, Algonquin Club of Boston Executive Committee/Marketing
Committee Chairman. Mr. Williams’ educational background
includes Merrimack College, Georgetown University, Harvard
University's National Fellows Program, and the Massachusetts
School of Law where he earned his JD.
*Mr. Williams is a Registered Representative
with and securities offered through Intersecurities, Inc.,
Member NASD, SIPC.
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Mr.
Carlo Abrams
President
Blue Chips HR Consulting
Prior to establishing Blue Chips H.R. Consulting, Mr.
Abrams worked for the Boston Public Schools as a teacher/coordinator
in alternative education. He was promoted to the position
of Recruitment Specialist and later advanced to Human Resources
Recruitment Team leader where he managed a department and
directed district wide recruitment efforts. Under his direction,
the district fulfilled a long-standing Federal Court mandate
for minority staffing. In addition, the district satisfied
a Superior Court mandate requiring hiring special education
staff.
Mr. Abrams is an Advisory Member to The National Minority
(Culturally Diverse) Career in Education Expo, Vice President
of the Board of Directors of Christian Economic Development
Association Inc. (CEDA). In addition, in partnership with
Whittier Health Center Mr. Abrams organizes and presents
at health seminars that promote Men’s health in the
Boston Community and he is a Human Resources Facilitator/Administrator
for Revive, a faith-based transitional/residential program
that accommodates and rehabilitate men who were previously
incarcerated or homeless.
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