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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. | 