OK 4: Owners and Leaders in Small to Medium Businesses
Team 4 members are owners and key employees in small to medium sized businesses.
Meeting time: Fourth Wednesday of the month from 10am to 12pm
Guy Vernon is an advisor at Vernon Property Management and the owner of Vernon Construction. He has been in business for over 30 years and is a longtime member of Opportunity Knocks.
I have spent the last 13 years within the banking industry. I started as a teller with Wamu while going to school at U of O for business. Quickly I found that I needed more to keep my career going and moved into a banker position. Since that time I have worked for Wamu, Chase Bank, Wells Fargo, and now US Bank in many positions from licensed investment banker to management positions. I now work as a business specialist at US Bank helping businesses find the lending and operational services they need as well as networking within the community to connect businesses to resources that will help them grow and prosper.
Bill has been with Net Worth Strategies since 2000 and became CEO in January 2018. He is responsible for all business development activities as well as product management for StockOpter.com. His focus is to provide the industry's best equity compensation risk analysis and tax planning programs for financial advisors and their clients. Bill earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California. Previous to coming to NWSI he spent over 25 years working in the technology and financial services industries.
Greg is the President of G Pollack Financial. Greg strongly believes that what we get out of life is in direct proportion to what we put into it. He also believes that life is too short to avoid enjoying it now. This is why he moved to Bend in the first place, and this is the same approach he tries to utilize with all of his clients. Life is too short to waste. Plan well now, so you can actually enjoy what life has to offer. Greg lives in Bend, Oregon with his wife Shannon, their son Josh, and their rescue dog Spencer.
I own and manage CreateOnline.com, an experienced company that crafts responsive website solutions (both managed hosting and theme based development) for a diverse range of clients across multiple industries.
Shannon has been in Bend since 2004. She has spent most of her career in Central Oregon in Marketing in the Health Care and Senior Industry. She took on the role of General Manager for Ideal You Weight Loss Center in 2015. Working at the clinic is life-changing for her clients which is a very fulfilling career for her. In addition Shannon is a very active member of the Rotary Club of Greater Bend and serves on the board for the club. She is also involved with the Young Professional Network with the Bend Chamber of Commerce and sits on the events committee.
Growing up in Central Oregon with a single parent that always had a tough time getting by and usually working normal jobs put me on the path to getting a good job with good benefits and hoping for the raise a few times a decade. Until two years ago I started meeting people in this business of real estate and who were truly living a life by design while being able to help people along the way. Once I saw this I went on a non stop rampage of devouring information about real estate investing. This lead to the idea of hey, why not become a real estate broker? And now here I am, a broker with Keller Williams Central Oregon. My passion that has helped to endure the pain of starting this career is the ability to help people and myself improve there lives through the vehicle of real estate.