Category Archives: Business: Executives

News for Business Executives, current, trending, fresh , Press Releases about whats currently happening in the Business Place for executives.

East/West CEO Brings Together Global Biopharma Leaders this January to Network, Share Insights on the 2020 Industry Outlook

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“The East/West CEO meeting has provided a unique opportunity for senior life sciences executives to network with business colleagues and thought leaders, reflect on the past year’s events and key drivers for strategy in the year ahead.”- Arthur Hiller, Chief Corporate Development Officer, Nuritas.

LeadingBiotech, an exclusive event series bringing together senior-level biopharma leaders through off-the-record collaboration and dialogue, today announces its East/West CEO conference to be held January 11-12, 2020 at the Four Seasons Hotel in San Francisco.

Kicking off the week of the J.P. Morgan Healthcare Conference and other biotech industry conferences, collectively referred to as JPM week, East/West CEO offers executives the opportunity to leverage insight from global leaders in the biopharma community. C-level executives, VPs, directors and partners will examine the industry outlook for 2020 and beyond, network and discuss pressing industry topics with peers.

“The East/West CEO meeting has for nearly a decade provided a unique opportunity for senior life sciences executives to network with business colleagues and thought leaders, reflect on the past year’s events and the key drivers for strategy and decision making in the year ahead, in advance of the JP Morgan conference marathon,” said Arthur Hiller, Chief Corporate Development Officer at Nuritas.

Register before November 15 to save $400 with the early bird rate. To secure a spot at the conference, register here.

Several of the key topics to be discussed include the status of diversity in leadership, Asian markets, ecosystem building in Europe, the impact of machine learning, and the evolving US biotech landscape.

Key session speakers at the conference include:


  • Andrew Allen, CEO, Gritstone Oncology
  • Hubert Birner, Managing Partner, TVM Capital Life Sciences
  • Sangeeta Bhatia, John J. and Dorothy Wilson Professor of Health Sciences and Technology and of Electrical Engineering and Computer Science, MIT
  • Jens Eckstein, Managing Partner, Apollo Ventures
  • Brian Wallach, Co-Founder, I AM ALS
  • Brandon Allgood, Ph.D., VP, Head of Technology and Innovation, Integral Health
  • Onno van de Stolpe, CEO, Galapagos
  • Marianne De Backer, EVP Global Head of BD & Licensing, Bayer Pharmaceuticals

See full agenda here.

About LeadingBiotech  

Formerly known as Boston Biotech Conferences, LeadingBiotech is an event series that brings biopharma CEOs and leaders together through intimate, off-the-record collaboration. We are working hard to create more valuable experiences to re-energize collaboration and infuse fresh ideas to better shape the future of biotech. For more information, please visit: https://leadingbiotech.com/.

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Industry Thought Leader Adam Stock Joins Foundation Software Group

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Adam Stock, New VP of Product Strategy

Adam Stock, New VP of Product Strategy

Tackling disparate silos of data has been a key challenge for law firms. Foundation is delivering solutions today that the industry has been talking about for years. I’m excited to drive even more value for law firm customers.

Foundation Software Group, developer of the only firm intelligence platform for law firms, announced today that Adam Stock has been named Vice President of Product Strategy, effective immediately. Stock has a proven track record of innovation and deep domain expertise in law firm technology. He will drive next generation solutions at Foundation, helping law firms leverage their firm intelligence to improve client service, win new business, and enhance the practice of law.

Stock joins Foundation Software Group from Allen Matkins where he served as Chief Marketing and Client Services Officer before taking on the Chief Information Officer role. A recognized leader and educator in legal technology, Stock is a founder of the Standards Advancement for the Legal Industry (SALI) Alliance and an architect of the Legal Matter Specification Standard (LMSS) that seeks to define a common interchange standard for describing legal matters. Stock also co-created the LMA Legal Marketing Technology conference, the premier event at the intersection of marketing and business development and technology, and is a Fellow of the College of Law Practice Management. Prior to working with law firms, Adam was a primary buyer and user of outside legal services for several global technology companies in Silicon Valley, including Adobe Systems and Electronics for Imaging, Inc.

“Adam has been a pioneer in law firm marketing and technology circles for the past 20 years,” said Silvia Coulter, Principal at Law Vision. “His experience in house at a global firm and a highly-recognized regional firm, aligned with his rare combination of vision and action, will be invaluable for guiding and executing product strategy at Foundation as the company continues to identify opportunities to build on their firm intelligence platform.”

“Adam’s experience building innovative solutions will be extremely valuable in his new product strategy role,” said Nate Fineberg, CEO and co-founder of Foundation Software Group. “He has a depth of understanding of legal data, and its potential, that few others possess. A trusted voice in the legal marketing and tech community, he’ll be able to immediately connect with our customers and engineers to inform and iterate new and valuable additions to the Foundation Firm Intelligence platform.”

“Tackling disparate silos of data has been a key challenge for law firms,” said Stock. “Foundation is delivering solutions today that the industry has been talking about for years. I’m excited to drive even more value for law firm customers.”

About Foundation Software Group

Foundation Software Group enables large law firms to transform their disparate data about clients, matters, people, and parties into usable and actionable information. Its Firm Intelligence platform includes integrated applications for Experience Management, Expertise Location, and Client Management — leveraging firm knowledge to win new business, improve client service, and gain insight into both the business and practice of law. Foundation is led by an accomplished team of professionals with deep experience in successful law firm application development. Please visit https://foundationsg.com for more information.

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Patrick S. O’Neale, P.E. named President of Massachusetts Water Works Association

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Patrick S. O’Neale, P.E.

Patrick’s passion and unwavering commitment to promoting clean and safe drinking water to the Massachusetts community will be a true asset as he assumes this position.

The Massachusetts Water Works Association (MWWA) announced that Patrick S. O’Neale, P.E. has been appointed as President of the Association, effective November 1, 2019. Patrick is a Senior Vice President at Tata & Howard, Inc., a Northeast leader in water engineering and consulting.

O’Neale is a seasoned engineer with more than 38 years of consulting experience with specialized expertise in water treatment, water distribution system analysis, design, and construction. Patrick has served on the MWWA Board of Directors since 2015 and has been a member of the Program Committee since 2010 where he most recently served as co-chair. He is looking forward to serving as President and assisting in MWWA’s commitment to the drinking water profession. Patrick’s Presidency will promote the new MWWA Vision Statement of professionalism, stewardship, and confidence in every drop.

“Tata & Howard has a longstanding relationship with the MWWA, and we are pleased to see Patrick take on this exciting new role with the organization,” says Paul Howard, Co-Founder and Senior Vice President of Tata & Howard. “Patrick’s passion and unwavering commitment to promoting clean and safe drinking water to the Massachusetts community will be a true asset as he assumes this position.”

The Massachusetts Water Works Association, Inc. is a membership organization dedicated to the advancement of the drinking water profession. Through education and advocacy, MWWA is committed to public health by promoting a safe and sufficient supply of drinking water to Massachusetts consumers.

Founded in 1992, Tata & Howard, Inc. is a 100% employee-owned water, wastewater, and stormwater consulting engineering firm dedicated to consistently delivering innovative, cost-effective solutions in the water environment. Tata & Howard has gained a solid reputation as an industry leader in the Northeast by bringing knowledge, integrity, and dedicated service to all-sized markets, both public and private. The firm has offices in Massachusetts, Connecticut, Maine, New Hampshire, Vermont and Arizona. For more information, visit http://www.tataandhoward.com.

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Wayback Burgers Launches Newest Location in Brunei

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Wayback Burgers

We are thrilled Lim Hui and Gina are opening our newest Wayback Burgers locations in Brunei. We expect Lim Hui and Gina to flourish as Wayback Burgers owners, and we look forward to helping them open many more locations as well. – Bill Chemero

Wayback Burgers, America’s favorite hometown burger joint and one of the nation’s fastest-growing burger franchises recently opened its newest restaurant in Brunei. The first location in Brunei is now open and operating, and there are two more Brunei-based Wayback Burgers restaurants coming soon.

The newest Wayback Burgers restaurant is owned by Lim Hui Ling and her business partner Gina Tan. Together, they run multiple international brands in Brunei and are excited to bring Wayback Burgers to their country.

“We chose Wayback Burgers because of the freshly-made quality of the food,” says Ling. “We are looking to draw more people into the shopping mall here in Brunei, and we want to do that through quality food like what Wayback has to offer. We love the variety and are confident locals here will love it, too.”

Ling and Tan are committed to their local community. They actively participate in local charities to support children and families in need, as well as kids with disabilities. With more than 10 years of experience in the food industry, they are passionate about providing locals with a place to enjoy top-quality food and spend time together with friends and family. Wayback’s nostalgic feel and proven menu options will do just that.

Wayback Burgers Chief Development Officer (CDO), Bill Chemero, is impressed with Ling and Tan’s success to date and believes the company’s fast-casual burger concept is a perfect fit for Brunei.

“We are thrilled Lim Hui and Gina are opening our newest Wayback Burgers locations in Brunei,” said Chemero. “They both have years of experience in the food industry, know what the Bruneian people want. They possess the perfect skill set to run a successful Wayback Burgers location. Plus, it’s obvious they are both deeply committed to their community and support countless local organizations. We expect Lim Hui and Gina to flourish as Wayback Burgers owners, and we look forward to helping them open many more locations as well.”

For more information about Wayback Burgers, please visit https://waybackburgers.com/.

For more information about Wayback Burgers franchise opportunities, please visit https://franchise.waybackburgers.com/.

About Wayback Burgers

Founded in 1991 in Newark, DE, Wayback Burgers is a Connecticut-based fast-casual franchise with a reputation for cooked to order burgers and thick, hand-dipped milkshakes, served in an environment that hearkens back to a simpler place and time — when customer service meant something and everyone felt the warmth of the community.

Wayback Burgers currently operates in 30 states with over 160+ locations nationally and internationally in Brunei, Sudan, Morocco, Saudi Arabia, Kuwait, Pakistan, Manitoba, Canada and The Netherlands. Through its executed master franchise agreements, Wayback Burgers plans to open in 38 provinces/countries in the Middle East, Northern Africa, South Africa, Argentina, Bangladesh; Alberta, Ontario, Saskatchewan, Canada, Ireland and the Netherlands, with a pending letter of intent sent out to Germany.

For more information about Wayback Burgers, please go to https://waybackburgers.com/.

For franchising information about Wayback Burgers, please go to https://franchise.waybackburgers.com/.

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Alliance of Channel Women Seeks Nominations for 2020 Board of Directors

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“We’re looking for women to pick up the baton and run with it, expanding on existing programs and developing new ones that will lift up women in the channel.”

Alliance of Channel Women, a not-for-profit organization of women in the indirect sales channel of the telecom and IT industry, is looking for female channel leaders to join its board of directors for the next two years, beginning in January 2020.

Two seats are open for the 2020-21 ACW Board of Directors. ACW President Stacy Conrad, Director of Channel Sales, Southeast for TPx Communications, and ACW Vice President Rebecca Rosen, Vice President of Marketing at Broadvoice, are leaving the board after completing their two-year terms.

“Being a board member is great opportunity to influence the direction of our organization and to develop programs that will empower women in their tech channel careers,” said Conrad. “It’s also a way to build your leadership skills while positively impacting your channel community.”

“This year ACW elected several new members to the board, and we’ve benefitted from their new perspectives and energy,” said Rosen. “We’re looking for women to pick up the baton and run with it, expanding on existing programs and developing new ones that will lift up women in the channel.”

Interested candidates, who are ACW members in good standing, are invited to apply at https://allianceofchannelwomen.org/boardapp2020 no later than December 5, 2019.

Qualified nominees will be placed on a ballot and sent to a vote of the membership. Selected candidates will be notified in December 2019.

Questions may be directed to pr@allianceofchannelwomen.org.

About the Alliance of Channel Women

Founded in 2010, the Alliance of Channel Women (formerly Women in the Channel) is a not-for-profit organization of women in the indirect sales channel of the telecom and IT industry. The Alliance of Channel Women brings us together to empower and advance women’s careers and leadership roles in the technology channel through education, community, advocacy and opportunities for personal growth. To learn more and to become a member, please visit http://www.allianceofchannelwomen.org.

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Tech Visionary Bruce Culbert Joins Grapevine6 as Board Member and Senior Advisor on Strategy

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Grapevine6 color logo

“We are thrilled to have Bruce join our team at this pivotal time in our company’s history. His experience and proven track record growing SaaS businesses is what our company needs at this time,” said Mike Orr, Co-Founder & COO, Grapevine6.

Grapevine6, a mobile-first, enterprise content engagement platform for digital selling, announces Bruce Culbert has joined the firm as a Board Member and Senior Advisor on Strategy. Bruce is a SaaS visionary with more than three decades of experience in the enterprise software industry helping companies drive revenue.

According to Smart Selling Tools’ 2019 SalesTech Benchmark Survey Report, the social selling industry has grown 500% since 2017. Grapevine6 is poised for explosive growth as sellers in a variety of industries realize they must become effective digital sellers to prosper. Bruce will play a significant role in the company’s continued success in this burgeoning space.

Commenting on the move, Mike Orr, COO and co-founder of Grapevine6, says, “We are thrilled to have Bruce join our team at this pivotal time in our company’s history. His experience and proven track record growing SaaS businesses at IBM, KPMG, SFDC and the Pedowitz Group is exactly what our company needs at this time. We look forward to his guidance and input as we evolve to the next level.”

Bruce joins Grapevine6 at an exciting time of record growth. In April of this year Forrester named Grapevine6 a 2019 Leader in social selling. Grapevine’s solution received a differentiated rating in six criteria including AI, Content and Privacy, Risk and Compliance and Product Vision, Product Road-Map and Category Vision. The company was recognized as “the best fit for companies that want to avoid risk.” Download the report here.

“For the last several years I have seen the innovative and entrepreneurial Grapevine6 team grow from a five-man start-up into a into a wildly successful enterprise company,” Bruce notes. “Today the company is meeting and exceeding the needs of Fortune 500 clients all over the world. The future is very bright.”

Grapevine6’s digital selling / content engagement solutions make selling in digital/social channels easy and profitable by enabling sales teams to develop new relationships and business opportunities. Fueled by dominance in financial services, the company’s success in this sector is opening opportunities in other industries including insurance and B2B technology.

About Bruce Culbert

Bruce Culbert is Managing Director of Cultech Inc., a Software (SaaS) and Services management and holding company. The former head of IBM e-business Services and EVP and GM of Global Services for Salesforce.com, he has been described as an e-Commerce visionary by Forrester Research and a “charismatic leader” by Information Week. CRM Magazine recognized him as “One of the 20 Most Influential People in CRM”.

Bruce currently advises companies focused in cloud computing, CRM, and sales and marketing technology. He serves as a Senior Advisor to EGL Ventures (Private Equity Investments) and its portfolio companies. His focus is on growing and realizing value for SaaS companies, and consulting and service ecosystem partners for Saleforce.com, Adobe, Oracle, Marketo SAP and Microsoft cloud solutions. He is also a Board Member and Senior Advisor to Grapevine6, a provider of mobile social selling solutions for large enterprise companies. Contact Bruce via email at bculbert@cultechexec.com

About Grapevine6

Grapevine6 is a patented social and digital sales engagement platform that accelerates sales and marketing efforts. Launched in 2013, Grapevine6 uses artificial intelligence to provide the content that moves sales opportunities through the pipeline in a more efficient and effective way. Grapevine6 solves the content challenges faced in deploying employee advocacy, content marketing and social selling, and works with existing sales and marketing investments to increase ROI. The company was recently designated a Leader by Forrester in The Forrester New Wave™: Sales Social Engagement Tools, Q2 2019. Headquartered in Toronto and led by an award-winning team of engineers, Grapevine6 is now powering the global social selling program at some of the largest technology and financial services companies in the world. Follow Grapevine6 on LinkedIn, Twitter and Facebook. For more information visit Grapevine6.com.

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Wavicle Data Solutions Acquires Restaurant Analytics Company Dinelytics, Inc. and Launches National Restaurant Practice

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“That ability to deliver critical machine learning and analytics technologies that help solve business problems in an efficient, repeatable way is a significant asset to our customers as they strive to stay on top in an incredibly competitive market.”

Wavicle Data Solutions, a leading provider of data and analytics solutions and services, today announced it has formally launched its National Restaurant Practice led by newly appointed practice lead, Duane Lyons. Duane is the former president of Dinelytics, which was acquired by Wavicle as a part of his new leadership role at the company.

Combined with Wavicle’s already well-established track record of data, analytics, and machine learning solutions and services in the national and global restaurant space, Duane will be responsible for the vision, management, growth, and innovation occurring within the practice. In addition, Duane will provide oversight and direction to strategic accounts within the industrial and manufacturing space across the Midwest. Under Duane’s direction, Wavicle’s National Restaurant Practice will help customers overcome some of the most daunting and hot-button data and analytics challenges facing today’s big restaurant brands, including:


  • Delivery measurement and ROI – Offering off-premises dining is no longer optional. Managing multiple third-party delivery services, in-house delivery operations, and customer care and quality are adding exponentially to the complexity of data sources and the business insights that derive from them.
  • Mobile app insights – Knowing how customers use an app, distributing and measuring personalized offers, and finding ways to avoid the active user base drop-off are critical.
  • Point of sale analytics – Often at the heart of restaurant data, POS systems data must be integrated with restaurants’ growing external and internal data sources to get a full picture of their sales, customer, and operational analytics.
  • Franchisee analytics – Large, multi-unit franchisees face unique challenges and must be able to leverage data to optimize performance.

“We are pleased to have Duane join Wavicle and combine his decades of restaurant BI and customer analytics expertise with our deep restaurant analytics credentials,” said Naveen Venkatapathi, president of Wavicle Data Solutions. “With the exponential growth of big data and analytics challenges facing the restaurant industry, now is the perfect time to formalize our restaurant practice and expand our footprint in that space in a more deliberate, aggressive way.”

“By establishing a formal restaurant practice at Wavicle, we can take our expertise and best practices to a broader range of clients and help them achieve benefits and results in a way that drives down both costs and implementation times,” stated Lyons. “That ability to deliver critical machine learning and analytics technologies that help solve business problems in an efficient, repeatable way is a significant asset to our customers as they strive to stay on top in an incredibly competitive market.”

For more information about Wavicle and its National Restaurant Practice area, please visit https://www.wavicledata.com/restaurant-analytics.

ABOUT WAVICLE DATA SOLUTIONS

Wavicle Data Solutions delivers data and analytics solutions that help organizations achieve business results. Wavicle delivers custom solutions to capture, analyze, and share growing volumes of data from traditional on-site systems, cloud applications, social media, and numerous other sources. Wavicle combines its expertise in data engineering and architectures with artificial intelligence and machine learning concepts to help enterprises imagine new ways to manage costs, increase sales, and become more efficient. Wavicle was also recognized as an Inc. 500 company in the 2019 list of fastest growing private companies in America. For more information about Wavicle Data Solutions’ offerings for large organizations that want to get more value from their massive volumes of growing data, please visit http://www.wavicledata.com/.

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Operation Homefront Appoints Greg Ham to Its Board of Directors

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“Greg will be an absolutely incredible addition to a very talented and engaged board of directors,” said Brig. Gen. (ret.) John I. Pray Jr., president and CEO of Operation Homefront.

Operation Homefront, which has been serving America’s military families® since 2002, announced today that Greg Ham has joined the nonprofit’s national Board of Directors. Ham is currently a partner at The MWS Group, a multi-rights entertainment content company in partnership with Michael W. Smith, which represents the careers of Michael W. Smith, CeCe Winans, Olympian Scott Hamilton, and author Frank Peretti. Ham also manages Robert Deaton, an Emmy award winning director/producer. Deaton is Executive Producer of the CMA Awards for ABC & the Billboard Music Awards on NBC via Dick Clark Productions.

“Greg will be an absolutely incredible addition to a very talented and engaged board of directors,” said Brig. Gen. (ret.) John I. Pray Jr., president and CEO of Operation Homefront. “A widely respected leader in the entertainment industry, Greg’s expertise and insights will be of great value in helping us accomplish our important mission to give military families the opportunity to thrive, not simply struggle to get by, in the communities – our communities – they have worked so hard to protect.”

Ham has spent the last 30 years in the music and entertainment business working with artists like dc Talk, Audio Adrenaline, and Rebecca St. James. He started his career at ForeFront Records in 1989 where he held multiple positions leading up to president in 1998. Under his leadership, ForeFront had two of its most successful years with the launch of Stacie Orrico’s career and her self-titled album, which sold over 2.5 million units, and the launch of TobyMac’s solo career, as well as, several other artists on the roster.

In 2004, Ham began his role as Executive Vice President of Business Development for EMI CMG (Christian Music Group) worldwide. He served on the EMI, (its labels included Capitol Records and Virgin Records), Global Marketing team working with such greats as Coldplay, Janet Jackson, the Beatles 1 album, and many more artists over the next four years. He also developed many valuable relationships with EMI’s global marketing teams and many external business partners.

“The entire board is thrilled Greg Ham has accepted our invitation to join our vital efforts to support our military families,” said MG (r) Lee Baxter, chairman of Operation Homefront’s Board of Directors. “Greg is nationally known for his exceptional work in and contributions to the entertainment industry and with his help, we know we will be able to do even more to serve those who have done so much to protect the freedoms we, as Americans, enjoy daily.”

“I am thankful for the opportunity to be part of an amazing organization that serves America’s military families,” said Ham.

Ham left EMI CMG in 2007, and then took some time off with his family to go on a 65-day adventure around the world. During the trip, he and his family volunteered at an orphanage in China, and in Nairobi, Kenya, served by doing AIDS work with Compassion International.

About Operation Homefront:

Founded in 2002, Operation Homefront is a national nonprofit organization whose mission is to build strong, stable, and secure military families so that they can thrive – not simply struggle to get by – in the communities they have worked so hard to protect. Recognized for superior performance by leading independent charity oversight groups, 92 percent of Operation Homefront expenditures go directly to programs that support tens of thousands of military families each year. Operation Homefront provides critical financial assistance, transitional and permanent housing and family support services to prevent short-term needs from turning into chronic, long-term struggles. Thanks to the generosity of our donors and the support from thousands of volunteers, Operation Homefront proudly serves America’s military families. For more information, visit OperationHomefront.org.

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Catalent’s Chair & Chief Executive Officer, John Chiminski, Receives First Ever ‘Lifetime Achievement’ Award at CPhI Worldwide

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Catalent’s Chair & Chief Executive Officer, John Chiminski

Catalent’s Chair & Chief Executive Officer, John Chiminski

I am extremely proud to lead a company of highly talented people who are totally committed to bringing better, innovative treatments to market, in the shortest possible timeframe, ultimately improving patient outcomes.

Catalent, the leading global provider of advanced delivery technologies, development, and manufacturing solutions for drugs, biologics, gene therapies, and consumer health products, today announced that its Chair and Chief Executive Officer, John Chiminski, has received the inaugural CPhI Pharma Awards ‘Lifetime Achievement Award’ at the world’s largest pharmaceutical exhibition, CPhI Worldwide, currently taking place at Messe Frankfurt, Germany.

The judges considered Mr. Chiminski to be ‘an exceptional individual with a consistent history of service, above and beyond the call of duty’ throughout his career. The award was announced at a Gala Dinner on Tuesday, November 5th. Established in 2004, the CPhI Pharma Awards are among the most prestigious recognitions within the pharmaceutical industry. The awards celebrate thinkers and creators breaking new ground and strongly advocate companies committed to driving the industry forward.

On receiving the award, Mr. Chiminski commented, “I would like to sincerely thank the judges and my industry peers for this recognition and feel deeply honored.” He added, “I am extremely proud to lead a company of highly talented people who are totally committed to bringing better, innovative treatments to market, in the shortest possible timeframe, ultimately improving patient outcomes.”

Over a 10-year period, Mr. Chiminski has led Catalent’s transformation into the world’s leading drug delivery technology, development and supply organization, overseeing a successful IPO in 2014. Since then he has driven the company’s growth strategy, both organically and through acquisitions, to ensure maximum return on investment for shareholders.

Today, he heads an organization employing nearly 13,000 people, including approximately 2,400 scientists and technicians, at more than 35 facilities, and in fiscal year 2019 generated over $2.5 billion in annual revenue.

Mr. Chiminski joined Catalent after more than 20 years of experience at GE Healthcare in engineering, operations, and senior leadership roles.

He holds a Bachelors of Sciences from Michigan State University and a Master of Sciences from Purdue University, both in electrical engineering, as well as a master’s degree in management from the Kellogg School of Management at Northwestern University.

About Catalent

Catalent is the leading global provider of advanced delivery technologies, development, and manufacturing solutions for drugs, biologics, gene therapies, and consumer health products. With over 85 years serving the industry, Catalent has proven expertise in bringing more customer products to market faster, enhancing product performance and ensuring reliable clinical and commercial product supply. Catalent employs nearly 13,000 people, including approximately 2,400 scientists and technicians, at more than 35 facilities, and in fiscal year 2019 generated over $2.5 billion in annual revenue. Catalent is headquartered in Somerset, New Jersey. For more information, visit http://www.catalent.com

More products. Better treatments. Reliably supplied.™

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Blumark’s James Clark is Appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit)

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I was happy to accept the invitation to join the ROCKit Board because the organization’s mission is so closely aligned with my personal philosophy and the Blumark community service philosophy …

Blumark, a leading boutique financial service and tax advisory firm, announced that Blumark Partner James Clark CFP®, ChFC®, MBA; has been appointed to the Board of Directors of Rochester Outreach and Charity for Kids (ROCKit), of Rochester, Michigan.

“I was happy to accept the invitation to join the ROCKit Board because the organization’s mission is so closely aligned with my personal philosophy and the Blumark community service philosophy,” Clark said. “In my life, I work to achieve a balance between career, social activities and family. As a father of young children, I naturally gravitate toward organizations that serve children because it allows me to combine important aspects of my life.”

Clark explained that the organization is dedicated to creating a safer and helpful world for local children in need. He noted particularly its focus on literacy and well-being.

“ROCKit believes that every child should have a access to books,” he said. “In support of that, they collect new and gently used books to distribute to underprivileged children, so that they have age-appropriate reading material to help them develop the language skills needed for school readiness and for success in life – including achieving financial acumen as adults.

“The well-being of children is important too,” he added. “Children live and learn better when they’re properly clothed, so another part of the ROCKit mission is to provide free gently used clothing to children who need it.”

“We want to welcome James Clark to the Rochester Outreach and Charity for Kids Board as our Treasurer,” said James Blundo – Board President. “James has been instrumental in helping to organize and expand our existing programs as well as plan for future endeavors. His financial expertise adds to the diverse background of our Board members. We couldn’t be more excited to see what the future brings.”

The ROCKit mission and values also align with the Blumark philosophy of community service. Blumark does business by combining traditional values and innovative financial solutions. That dedication to traditional values extends to the communities where Blumark does business through support of local charities through annual Holiday Fundraiser campaigns. Blumark has assisted Giving Tree, Care House of Oakland County and the Live Like Max Foundation. To learn more about the charitable work that Blumark has done, visit: http://blumarkadvisors.com/charity/

Clark also serves on the Boards of three other area charities. He earned a Master’s in Business Administration from the DeVos Graduate School of Management at Northwood University, and a BA in Finance from Oakland University. To expand his Wealth Management acumen, he also has earned designation as both a Certified Financial Planner (CFP®) and a Chartered Financial Consultant® (ChFC®).

To learn more about ROCKit, go to: http://rockitrochester.org/

About Blumark

Blumark is a boutique financial service and tax advisory firm offering the scope and depth of large firms but is committed to a level of personal client service that a small company can provide. Founded in 2011, Blumark is built upon a unique approach to financial and tax planning that provides each client with a customized, year-round blueprint for financial independence. The goal is to be the client’s personal CFO. The Blumark multi-disciplinary team of experts provides clients tax planning and preparation, estate and retirement planning, debt payment structuring, employee benefit review and optimization, and risk reduction/mitigation. 6915 Rochester Road, Suite 400, Troy, MI 48085. 248.289.1647. http://www.blumarkadvisors.com

Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

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