Meet Cammie, our newest team member! Originally from Massachusetts, she moved to North Carolina in 2015 and brings decades of accounting experience from diverse industries. Outside of work, Cammie enjoys visiting her grandchildren in Florida, walking on Holden Beach, and cooking at home with her husband. Welcome to the team, Cammie!
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Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov
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Sales & Marketing Leader | Connector | Finance Transformation Advocate | CAS & Fractional CFO Evangelist | Published in Accounting Today | DEI Advocate | Tenor | Runner | Tough Mudder | Foodie
During my time in CPA firm space, I've had an opportunity to be a part of the Allinial Global and RSM US LLP firm alliances. Whether you're talking CAS, technology sales, marketing, or business development, firm alliances can be a great place to have open and frank discussions with like-minded firms and professionals. #accounting #marketing #businessdevelopment #digitaltransformation
Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov
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Meet Thomas Ralabate, president of Florida-based Golden Dog Title & Trust and the latest Trendsetter from SoftPro and October Research, LLC. Learn about how Thomas got his start in the title industry and how his definition of success goes beyond earnings, reports, and transaction volume. Read his story: https://hubs.li/Q02pZRDg0
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Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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Congratulations to our very own Tara Tan, who has been appointed to the board as an executive director! Tara has been with the company for many years and has been instrumental in driving the company's growth and success. Read more in the PrimeResi:
Winkworth bolsters top table as tougher regs loom
primeresi.com
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It’s always refreshing to hear the real heart of financial advice in action and the impact that great financial advice has on client well-being. Genuine conversations about making a positive impact are what it's all about. #AdviceMatters
Drinks with the guys from Lifelong Wealth - Stuart Bates and Kent Thomas - thank you! A reminder of the value of good advice. This week I’ve spoke with a number of advisers. It’s soul satisfying hearing their focus on their clients’ happiness and well being and how they love helping people in their community. There wasn’t talk of corporate profit margins, bonus incentives, company KPIs, email performance or client value extraction. It was refreshingly genuine conversation about the impact of advice, being a trusted confidante / counsellor, helping clients and which companies are supporting them to get it right. Although, some small chatter about my team, the Eels, avoiding the Wooden Spoon (they did 😉) and as Queenslanders, whether the Cowboys will beat the Dogs and the Dolphins come up trumps against Knights. Peter and Darren - Stuart and Kent flying the Rhombus Advisory Pty Ltd flag. Thanks Adviser Ratings, ausbiz and Pinstripe Media - Stacey Golley, aj koch, David Koch and Kylie Merritt for rolling out the red carpet.
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Being part of efforts that help bridge the employment gap are of huge importance to me. One of the reasons why I love working with Startup Hakk is because they are succeeding at bridging that employment gap through training and job placement.
Helping partners succeed is what our team does day in and day out. Great work Josh Lawton and Norman E.!
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Today we spotlight Joe Stevens, our Senior Account Manager in our Commercial team! Learn more about Joe, from what he loves most about his role to a questionable unpopular opinion… 🤨⚽ Who would you like to see next? #charlesanddean #team #employeespotlight #financebroker #brokeroftheyear #businessfinance #vehiclefinance #meettheexpert
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It's Testimonial Tuesday! 🌟 Discover how Naylor Association Solutions has empowered associations like yours. Check out what Larry N. Montague, President and CEO of TAPPI had to say about TAPPI's strategic partnership with Naylor. 🙂 Real stories, real success! #ClientTestimonials #AssociationSuccess
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Creative Director / Brand Builder / Storyteller
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