| KEY PERSONNEL HAROLD T. PANCIERA, JR., C.M.C., Managing Director After earning his Bachelor of Science from the University of Rhode Island (Kingston, RI), in 1967, Hal began his career at Shell Oil Company, retail gasoline and TBA marketing division. His responsibilities included dealer recruitment, financing, training and development. He was TBA Manager and Special Projects Manager. In 1976 Hal founded JMJ Enterprises, Inc., a gasoline marketer with 10 outlets and two carwashes. Concurrently, he was President of E.K. Williams & Company of Rhode Island, a management consulting firm servicing over 70 clients, mostly petroleum marketers, throughout New England. In 1982 Hal sold both businesses to focus on national travel plaza developments. Between 1980 and 1989, when he founded Phoenix Financial Services, LLC, Hal held several executive positions with companies on a crisis management basis. He assisted in the real estate development, financing, construction and operation of several large retail petroleum facilities (travel plazas) throughout the United States. Hal is a member of the Institute of Management Consultants and became a Certified Management Consultant in 1992. His civic involvements include the Westerly (RI) Rotary Club, the Westerly YMCA, Westerly Center for the Arts, and Westerly Hospital. A partial list of Hal's clients and associates includes:
WILLIAM G. PERRIN, JR., Managing Director
Bill served four years as a Lieutenant in the U.S. Naval Reserve, NORAD, and then joined Shell Oil Company in Houston as a Dealer Representative in the Providence District. While with Shell, Bill was responsible for a sales territory of service station accounts. He recruited new dealers; installed and trained new accounts; was responsible for territory sales management, financial counseling, merchandising and customer relations. In 1973, Bill joined E.K. Williams & Co. of Rhode Island as a licensee: Franchised management system, serving service station clients monthly. He provided financial management and tax services for clients, including monthly profit and loss statements, financial balance reports, operating analysis, payroll, sales tax, and income tax preparation. Bill became Regional Manager for E.K. Williams & Co., in 1977, based in Santa Barbara, CA. He managed franchise sales and training for the Northeast Region and taught management seminars for oil company dealer groups. When the first desktop computers came onto the market, Bill computerized new licensee operations, and he set up the first dealer computerized daily bookkeeping. In 1984, Bill became Regional Manager for American Computer Enterprises, Inc., of Virginia Beach, VA. He specialized in sales, training, and installation of computerized service station management systems, and developed and supported oil company and distributor sales presentations. Bill also conducted oil company dealer training, coordinated beta site testing, and advised in design improvement to programs and applications. Bill joined Phoenix Financial Services, LLC in 1992. Bill's client companies include: EDWARD A. STOLTENBERG, Managing Director
Most recently, Ed worked with Pillowtex Corporation, a New York Stock Exchange Company with $1.2 billion in sales and the owners of the Fieldcrest and Cannon brands, in their reorganization and emergence from Chapter 11 Bankruptcy in May 2002. Ed was involved with this engagement for almost two years and was instrumental in developing and implementing the strategy that ultimately allowed Pillowtex to reorganize its financial affairs successfully. Ed trained as a Certified Public Accountant with Arthur Andersen and Company and holds a Masters Degree in Business Administration from the University of Michigan. Ed is also a licensed Real Estate Broker in the State of Rhode Island |
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