About Us

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Edward J. Parodi, Ph.D. - President

Business Experience

Business Owner – 45 years – vast experience in financial markets
Mortgage Broker & Lending Specialist – originated portfolio of over $75,000,000
Real Estate Investor – multiple properties – complete oversight
Branch/District Sales Manager – managed 100’s of agents, multi-million dollar budget
Consultant – financial, business and corporate consultant for over 25 years 

Education
Doctor of Business Administration – Ph.D. – Management Analysis
Master of Business Administration – MBA – 

Insurance & Finance Management
Bachelor of Business Administration – 

Sales & Marketing
Graduate of International Academy – Computer Science, Programming & Systems Analysis 

Areas of Expertise
Loans & Lines of Credit - Invoice, Inventory & Equipment Financing - Insurance -

Business Continuation Plans - 

Money & Risk Management - Business Consulting - Investment Planning - Asset Allocation - Real Estate - Marketing - Sales - Corporate Planning & Structures - Forecasting         

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Patrice Parodi, MBA - Executive Vice President

Business Experience

Business Owner – 8 years – managed multiple 

non-profit associations

Small Business Lending Specialist - Business Loans & Lines of Credit. Invoice, Inventory & Equipment Financing. SBA Loans & Business Consulting
Independent Insurance Agent – Specializing in life, health & group insurance for small businesses
Non-Profit Management – 13 years - managed 

multi-million dollar budget
Corporate Event Planning – planned corporate events/fundraisers
Energy Project Management – managed 

multi-million dollar energy projects

Education
Master of Business Administration – MBA – International Business
Bachelor of Business Administration – Business & International Business
Certified Association Executive/Competent Toastmaster
U.S. Chamber of Commerce – Institute for Organization Management Graduate

Areas of Expertise
Loans & Lines of Credit - Management Consulting - Strategic Planning - Project Financing - Business & Leadership Development - Insurance - Sales - 

Board Development - Team Leadership - 

Business Plans - QuickBooks