Please click on the Regional Director’s picture to read their profile.
Chuck Clement assumed the role of Managing Director of North America July 1, 2016.
Concurrently, he serves on the Experity Board of Directors, after having served as President & CEO/Shareholder for five years ushering in financial stability and profitability.
Chuck was most recently the COO of James River Wealth Advisors, a financial planning and money management firm with over $200,000,000 AUM and 500+ clients. He was the CEO/shareholder of Andesa Services, a COLI TPA for fortune 100 life insurance companies. Chuck led the development of state of the art COLI software administration systems processing over $37 billion of investments daily. He served as Executive Vice President and General Manager of Virginia Farm Bureau Insurance Companies growing the company profitably from $50 to $175 million revenue. He earned an MBA from VCU, MS from VA Tech, Chartered Life Underwriter, Six Sigma Black Belt and a Certified Talent Steward credentials.
Chuck enjoys work, especially securing the talent and tools to grow companies and service clients.
While work is not really “work,” Chuck enjoys quality time with Susan for 42 years, a smattering of fly-fishing and the growth and success of our children + 2 grandsons!
As CEO of Steiner Business Solutions (located in Richmond, Virginia), a firm that provides accounting, tax and business advisory services, I use my expertise in financial management to help hundreds of businesses find their way to success. With over 25 years of operational and high level management experience, I bring a broad and deep skill set to my consulting practice.
I hold a BBA in Accounting from James Madison University and began my career as an auditor with Price Waterhouse, an international public accounting firm. This position enabled me to work with a variety of clients in a number of industries. Over the years, my skills and ambition led me to hold many high-level financial positions such as Chief Financial Officer in various companies. My passion and experience has been working closely with business owners providing them information and strategic guidance to help set the direction for their businesses.
A top-performing Sales & Account Executive credited with combining sales, marketing and business development expertise to deliver substantial revenue growth in highly competitive business markets. Strong expertise in cold-calling to large organizations as well as leveraging existing networks, and proactively hunting and tactfully closing new accounts. Highly accomplished in consultative selling and ability to build and maintain relationships.
Entrepreneurial leader that started my career by building a dental practice from zero to the top 5% in the country in a matter of a few years. Demonstrating unequivocal persistence after career ending injury to start other small businesses, run an entire town, learn to ‘day trade’, and basically do what ever it takes to stay as positive and productive as possible.
STRATEGIC KEY ACCOUNTS PERFORMANCE – Develop and implement strategic and tactical sales and marketing avenues to aggressively develop major accounts.
TERRITORY MANAGEMENT – Committed to quarterbacking internal teams through the exchange of knowledge, experience, and goal sharing to optimize strategies and drive sales.
- Consultative Sales
- Industry Networking
- Interpersonal Skills
- Complex Problem Resolver
- Competitive Intelligence
- Tactful Closer
- Growth/Innovation Strategy
- Multi-Task/Prioritize Effectively
- Cold Calling
- High-Level Sales Proficiency
- Business Development
- Sales Management
To brainstorm and collaborate on any of these perspectives, call me now at 804-512-5757.
Sandra F. Anders (“Sandy”) has been in the educational and business world for over 40 years. She received her Bachelor’s Degree from Longwood College (now known as Longwood University) and her Master’s Degree from Virginia Commonwealth University.
She taught business classes at the high school level for 14 years and then transitioned into the business world where she held numerous financial and management roles for over 20 years in the home health industry. She currently serves as a consultant for her former employer and enjoys analyzing processes, identifying issues, and coming up with solutions.
Married to Paul F. Anders, Jr., for over 30 years, she resides in the small town of Rice, just outside of Farmville, in the beautiful state of Virginia. Her family includes three sons, two daughters-in-law, and four grandchildren. Her passion is teaching, both in the secular and sacred worlds. She is actively involved in her church and desires to bring the principles taught by Jesus into the lives of everyone she meets.
Preston Dunn has been working in the business world as a technical liaison to business and working with startup organizations & ideas. Having a undergraduate and graduate degree in Business areas, his passion to help companies is supported by his strong understanding of many industries with the ability to always learn and grow more for the benefit of his clients.
His company, Dunn’s Group, focuses to work with SME businesses to help them achieve their organizational goals while also working to solve complex and potential road blocks in their organization.
Being a lover of everything entrepreneurial, Preston loves the chance to work with other entrepreneurs and engage in the next great idea.
Diverse background leading business initiatives for start-up, fast-growth, and turnaround companies. A proven ability to integrate marketing, sales, operations, and new business development functions to create best-in-class approaches that win market share, drive improved performance, and generate sales-winning results in our highly competitive business environment. Fluent knowledge of market segmentation strategies and financial management.
Specialties include strategic planning and Implementation, marketing research, CRM platforms and systems, product development, complex contract negotiations, team leadership, as well as hiring, retention and personnel growth.