KEY PERSONNEL
HAROLD T. PANCIERA, JR., C.M.C., Managing Director
Since
founding the firm in 1989, Harold Panciera has been chairman of Phoenix
Financial Services, LLC. An investment banking company, PMG annually
arranges several million dollars of financing for small businesses through
a number of national and/or publicly traded lenders. Phoenix is the exclusive
investment banker to several national and regional retail petroleum marketers'
associations.
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:
Truckstops of America, Cleveland, OH;
Petro Stopping Centers, El Paso, TX;
Flying J Travel Plazas, Brigham City, UT;
Travel Ports of America, Rochester, NY;
Wapak Truck Plaza, Wapakoneta, OH;
AMBEST, Nashville, TN;
Clive F/J Travel Plaza, Clive, IA;
Amarillo F/J Travel Plaza, Amarillo, TX;
Dixie Management Group, Inc., McLean, IL;
Jackson F/J Travel Plaza, Jackson, GA;
Perfection Oil Company, Sayre, PA;
Mobil Oil Corporation, Fairfax, VA;
Union Oil Company, Chicago, IL;
Shell Oil Company;
Phillips Petroleum, Tulsa, OK;
Fina Petroleum, Dallas, TX;
Mike's Truck Stop, Inc., Wrentham, MA.
WILLIAM G. PERRIN, JR., Managing Director
Bill
has been Senior Consultant for Phoenix Financial
Services, LLC, since 1992. He is involved in development of corporate
and public seminars; investment banking, loan sourcing, financial management,
leasing, and commercial loan packaging. Bill was graduated from Brown
University (Providence, RI) in 1960 with a Bachelor of Arts in Political
Science.
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:
Mobil Oil Corporation
Sun Refining & Marketing, Inc.
Amoco Oil Company
Shell Oil Company
Gulf Oil Company
Getty Petroleum Corporation
Exxon Company, U.S.A.
Citgo Petroleum Corporation
Atlantic Richfield Company (ARCO)
Texaco Refining and Marketing, Inc.
Chevron Company
Pennzoil Products Company
Tandy Corporation (Radio Shack Computer Centers)
NYNEX Business Systems
AT&T Computer Systems
Sears Business Systems Centers
EDWARD A. STOLTENBERG, Managing Director
Ed Stoltenberg has been a Managing Director for Phoenix
Financial Services, LLC since 1999. After graduating from Ohio Wesleyan
in 1961 with a B.A., Ed completed a tour of active duty as an Officer
in the U.S. Air Force. Prior to joining Phoenix, Ed was the Chief Financial
Officer for various companies both publicly and privately owned. During
this period Ed was, for ten years, the Chief Financial Officer of Naugles,
Inc., a Mexican-American fast food chain headquartered in Southern California.
During Ed's tenure at Naugles he was responsible for the company's successful
Initial Public Offering. Ed left Naugles to become a Venture Capitalist,
at which time Naugles had 200 units nationwide with annual sales approximating
$100 million. Ed has also had extensive international experience having
lived and worked in Geneva, Switzerland and London, England and functioning
as the Chief Financial Officer of Gucci Timepieces. This company had the
franchise to manufacture and distribute Gucci watches worldwide.
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
