Sign in to view more insights
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
Providing services: Accounting, Bookkeeping, Financial Advisory, Personal Tax Planning, Small Business Tax, Tax Preparation, Business Consulting, Financial Consulting, Financial Analysis, Financial Planning
Providing services: Management Consulting, IT Consulting, Marketing Consulting, Outsourcing, Financial Consulting, HR Consulting
Summary: Unwavering commitment to obtaining results. Highly experianced solution-oriented Talent Acquisition professional with proven success producing exceptional results. 10+ years combined experience in procuring top talent, creative candidate sourcing, hiring, workforce development, client relationship management, and career coaching.
Providing services: Financial Consulting, Management Consulting, Financial Advisory, Loans
Summary: Healthcare mergers & acquisitions, finance, consulting, valuation, and turnaround management services. Primary role in origination and structuring of equity, debt, lease, and real estate, for small and middlemarket non-profit and for-profit healthcare provider and service companies as well as supply chain, transportation and logistics, business services and technology, managed IT and cyber, life science. Innovation and Growth Investment focused. Provided professional services including merger and acquisition advisory (buy-side and sell-side), advise on capital market transactions (lines of credit, equipment leases and loans, mezzanine, unitranche, venture, bonds and private equity), business valuations and business consulting. Specialties Healthcare include -Revenue Cycle (RCM) billing coding collection -EMR, PM, and ancillary software -Data & Analytics -Patient Financing, Collection & Bad Debt -Value based -Hospitals -Senior housing -Skilled Nursing -Behavioral Health -Home Health Hospice -Infusion -Pharmacy -Ambulance -Physician Services (dental, derm, ophthalmology, aesthetics, cardiology, pain) -Life Science Business Services - Managed IT - Cyber Compliance and Software - Regulatory Services Specialties Supply Chain, Transportation & Logistics include - Supply Chain -Trucking - Warehousing - Logistics - Brokerage - 3PL - Robotic Packaging *Held Board positions with 1212 Capital LLC, NS Fund I LLC. LE-OH Fund I, LLC. Recently Lead Deals * RCM Health IT Private Sale * Dyenomite Apparel partner buyout and financing * Behavioral health software company sale to PE buyer * RCM company growth financing * Primary care growth financing * Dental group DSO structure, buyside, and debt consolidation * Sale of tech enabled trailer repair services company to PE buyer * Bond refinancing of CCRC * Hospital sale * 125 acre land development in Los Angeles *Member of hospital bankruptcy creditors and unsecured creditors committees. *Led complex restructuring and financing Participant in the Industry Outreach Project for the Entrepreneurship through Education course at the Harvard Business School. Specialties: mergers and acquisitions, capital raising, venture capital, restructuring and turnarounds, distressed assets and bankruptcy, valuation.
Providing services: Business Consulting, Financial Consulting, Management Consulting, HR Consulting, Team Building, Training, Leadership Development, Corporate Training, Change Management, Executive Coaching
Summary: I have a passion for serving others in business and the community through education, connection and imagining win-win opportunities. As an Ex-Banker turned Entrepreneur and Venture Capitalist, I have experience across numerous industries in start-ups, middle-market, and non-profit organizations. My core competencies and skills are in strategy, development, operations, culture, and leadership. I am a student of human beings in how we think, grow, and live up to our potential as creative problem solvers who can innovate and change the world. My mission in life is to make venture capital and education more equitable, impactful, and accessible to all. Entrepreneurship, Innovation, Start-ups, Business Operations, Innovation of Education, Design Thinking, Product and Process Development, Product Innovation and Iteration, P&L Management, Capital Strategies, People Strategies, HR Management, Mentorship, Business Development, Strategic Advisor, Purpose Driven Business Coaching, Project Management, Finance Process Efficiency, Management, Risk Management, Organizational Leadership, Corporate Sales & Product Training,
Providing services: Retirement Planning, Financial Advisory, Personal Tax Planning, Financial Consulting, Strategic Planning, Financial Analysis
Summary: As a Financial Representative specializing in wealth management and financial planning, I strive to help individuals and families achieve their financial goals and secure their financial future. With a personalized approach and a deep understanding of the complexities of the financial markets, I provide comprehensive strategies tailored to each client's unique needs and objectives. My goal is to empower my clients to make informed decisions and navigate the ever-changing landscape of personal finance with confidence and clarity. Let's work together to build a solid foundation for your financial success.
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
Providing services: Accounting, Bookkeeping, Financial Consulting, Budgeting, Financial Analysis, Financial Reporting, Appointment Scheduling, Customer Service, Data Reporting, File Management
Summary: As the President of Recycling Solutions, I lead a dynamic team that provides innovative and sustainable solutions for waste management and environmental protection. With over 15 years of experience in accounting and finance, I have a strong background in financial planning and analysis, financial reporting, strategic planning, and cash flow analysis. I leverage my analytical skills and business acumen to optimize the operational and financial performance of the company, ensuring compliance and efficiency. I also develop and evaluate business cases for diverse investments, using NPV, ROI, and payback analyses. Additionally, I partner with the senior leadership team and other stakeholders to influence sound financial decisions and support the company's mission and vision. I am multilingual in English, Hindi, and Punjabi, and have excellent communication skills.
Providing services: Business Consulting, Change Management, Financial Consulting, Pricing Strategy, Financial Analysis, IT Consulting, Marketing Strategy, Program Management, Strategic Planning, Team Building
Summary: As a Managing Director at Marketcy, I bring experience in fintech and payments innovation, sales management, and business development. I leverage my expertise in creating and executing strategies, leading and mentoring teams, and delivering solutions that generate new revenue and value for clients and stakeholders. My mission is to transform traditional workflows with innovative technology and data-driven insights, while building strong partnerships and collaborations across the ecosystem. I have successfully led and advised multiple projects in payments, sales management and cloud, applying my knowledge of real-time, corporate, global, and digital payments, as well as blockchain and open API banking. I am also an active contributor and presenter in various industry forums, groups, and events, sharing my vision and insights on fintech and payments innovation.
Providing services: Mortgage Lending, Loans, Retirement Planning, Financial Consulting, Financial Planning, Life Insurance, Commercial Insurance, Health Insurance
Summary: I have several years of experience working in the finance and insurance industry using solutions ranging from mortgage loan origination, to financial planning and insurance. I am currently licensed in accident, health and life insurance with a medicare certification attached to my accident and health license. I’m also securities licensed and collaborate with a team of licensed investment specialists and real estate professionals to maximize client wealth building potential.
Providing services: Customer Service, Customer Support, Mortgage Lending, Financial Consulting, Loans, Notary
Summary: I am an open book, ready to learn, a bilingual and I have experience in teaching, customer service, accounting, auditing, financial wellness, banking, consumer lending, and sales. I have over ten(10) years working experience in all the above mentioned professions. I am an asset you cannot turn down. Self motivated and growth focused.
Providing services: Financial Advisory, Financial Consulting, Budgeting, Financial Accounting, Financial Analysis, Financial Planning, Retirement Planning, Loans, Financial Reporting, Customer Service
Summary: Recently graduated student of The Ohio State University with a degree in Bachelor of Science in Business Administration with a focus in Finance. Currently working for Fifth Third Bank as a Personal Banker. Considerable experience in client facing sales working as a server and as a personal banker which required coordination with multiple individuals. Provided financial advice to clients to help in reaching financial stability through managing transactions and lending money. Certified Notary in the State of Ohio.