Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Business: Insurance

Sentinel Benefits & Financial Group Announces New Direct-to-Consumer Healthcare Benefits Offerings

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Sentinel Benefits & Financial Group logo


BOSTON (PRWEB)

Sentinel Benefits & Financial Group, a leading provider of financial planning and investment products and solutions, announces that it now offers individual health savings accounts (HSAs). Sentinel’s Health + Wealth model, which is designed to create an engaged and better-prepared workforce, allows partners and individuals to rethink their overall benefits spend and value.

“We partner with our clients to create an environment that encourages retirement readiness, promotes healthy choices, and empowers participants to take control of their financial well-being,” said Scott Riordan, vice president of health and welfare services at Sentinel. “Our Health + Wealth experts help simplify the benefits process for plan sponsors, and our financial planners put it all into perspective for participants.”

Sentinel Benefits’ HSA tools are powered by WEX, a leading financial technology service provider. Since 2008, Sentinel has offered HSAs to employers, and new research shows that its HSA participants (across both accounts tied to an employer and those opened by an individual) have invested 30 percent of their HSA contributions as of July 31, 2019. This is higher than the industry data that states that, at the end of 2018, only 18 percent of HSA contributions across all accountholders were invested.

Historically, healthcare (meaning insurance, benefits and reimbursement accounts) and wealth (meaning retirement plans, investment vehicles, among others) have been siloed into separate buckets. However, Sentinel is successfully breaking down those siloes by designing and administering both health and wealth plans.

To help raise greater awareness of the value of heath savings accounts, Sentinel will take part in National HSA Awareness Day, a day designed to help Americans understand the many ways that HSAs can be used to save money using pre-tax dollars to pay for out-of-pocket medical expenses. Jean Chatzky, founder and CEO of HerMoney, renowned financial expert, and best-selling author will serve as a 2019 educational ambassador for HSA Day. Along with WEX’s Health division and other partners, Chatzky is sharing the benefits and value of owning and using an HSA via social media using #LoveMyHSA. To register for HSA Day, visit http://www.hsaday.com.

To learn more about Sentinel Benefits technologies, please visit: https://www.sentinelgroup.com/

About Sentinel Benefits & Financial Group

Sentinel Benefits & Financial Group is the brand name for which Sentinel Benefits Group, Inc., Sentinel Securities, Inc., Sentinel Pension Advisors, Inc. and Sentinel Insurance Agency, Inc. serve clients’ business needs. The four firms operate as separate legal entities. Sentinel Benefits Group, Inc. provides employer consulting and benefit administration; Sentinel Securities, Inc., a registered broker/dealer, offers securities products; Sentinel Pension Advisors, Inc., an SEC-registered investment advisory company, provides investment advisory services; and Sentinel Insurance Agency, Inc. provides insurance brokerage services.

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Business: Executives

LA TV and Innovation Week Brings Disruptors, New Technology and Global Influencers to International Advertising Conference in Los Angeles

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https://www.prweb.com/

Los Angeles TV and Innovation Week and CMO Summit

The two-day event offers a first-mover advantage to attendees and celebrates creativity and innovation media, marketing and advertising for those in technology, automotive, sports, retail and other key sectors.


LOS ANGELES (PRWEB)

LA TV and Innovation Week (#LATVIW), a global conference focused on innovation, technology and their effects on the advertising industry, will bring CEOs and CMOs of Fortune 500 companies to Los Angeles for an explorative and practical look at cutting-edge tools of the future. The two-day event offers a first-mover advantage to attendees and celebrates creativity and innovation media, marketing and advertising for those in technology, automotive, sports, retail and other key sectors.

Co-hosted by industry influencers Monica Karo, Chief Client Officer at OMD and Louis Jones, EVP, Media & Data Practice at the American Association of Advertising Agencies, the world-class forum will be held November 11 and 12 at the Beverly Hills Hotel, in Beverly Hills, CA.

“Los Angeles is the veritable intersection of Silicon Beach, the evolution of television and home to Hollywood and to those from Madison Avenue. It is has become a massive Innovation center of the world and the perfect location to offer the global business and marketing community a comprehensive, hands-on forum for education on new, inventive consumer technologies,” said #LATVIW founder and President Gabe Greenberg. “We are thrilled to bring global leaders from MasterCard, the NFL, Formula E, Ford, Essity, Fox, L’Oreal and many more to share their expertise and to solve today’s issues.”

#LATVIW will feature over 40 speakers, keynotes, fireside conversations, closed door leadership meetings and a series of panel discussions focused on marketing, advertising, media and tech issues facing the industry. As part of the panel discussions, home team CMO Ronalee Zarate-Bayani, from the Los Angeles Rams will helm a keynote on Setting a New Standard with Sports, to share how disruptive sports brands will impact the next generation of fandom; Why Do Agencies and Brands Find Change So Damn Difficult, will be debated in a candid conversation by MasterCard’s SVP and Head of Global Media Benjamin Jankowski and Publicis Media’s Shenan Reed; Fox President Marianne Gambelli will be joined by Julie Haddon, NFL SVP Global Brand and Consumer Marketing to discuss the next generation of live sports on Television and their impact on the overall media marketplace, Media Measurement Priorities will bring together 4A’s EVP, Media and Data Louis Jones, Jonathan Steuer, Chief Research Officer, Omnicom Media Group and Radha Subramanyam, CBS Chief Research and Analytics Officer to share their views on how to solve the vast measurement dilemma marketers face in today’s marketplace, while Formula E Racing CMO, Jerome Hiquet joins us from London to discuss how Formula E is using new tools to gamify racing in Innovative Digital Experiences and Racing. For a full list of thought leaders and industry experts and to see the full event schedule visit https://bit.ly/LATVIWPress.

LA TV and Innovation Week events will kick-off with a marketer and agency c-suite only closed-door working session (CMO Summit) where brand and agency leaders will work on major issues facing the industry including measurement and how to make the most of new technologies followed by the 2019 ABBI Awards and reception for all delegates on Monday, November 11 from 6:00pm-9:00pm, PT. The celebratory event will toast industry innovators, brands, media agencies, publishers, AdTech companies, media owners, full-service creative agencies, digital agencies, mobile agencies, content creators, production companies, industry associations and research businesses.

LA TV and Innovation Week, #LATVIW, is produced and owned by GABBCON, the Global Audience Based Buying Conference and Consultancy. The industry and business leadership conference is brought to Los Angeles in part by supporting sponsors including MadHive, Premion, Spectrum Reach, TUBI, Canoe, iSpot TV, Inscape, Cadent, FOX, NBC Universal, HULU, USIM, Omnicom Media Group, and Horizon Media and media partners MediaVillage, MyersBizNet, Variety, The 4A’s and TV[R]EV.

For more information about LA TV and Innovation Week and to purchase tickets to the conference please visit https://bit.ly/LATVIW. Follow the conversation at #GABBCON, #LATVIW, and #ABBIawards.

About GABBCON: Global Audience Based Buying Conference and Consultancy, GABBCON occupies the intersection of Madison Avenue, Hollywood, Silicon Valley and Silicon Beach. As traditional program and medium-based marketing and advertising transitions to people-based, cross-platform opportunities, GABBCON draws upon its consummate network of top intra-industry leaders to forge mutual agreement and broker common ground on everything from nomenclature to standards, methodology and best practices and, developing, producing and distributing the world’s most popular video and audio content.

GABBCON consults for and on behalf of a blue-chip portfolio of clients (brands, agencies, DSPs, broadcasters, OTT providers, media companies and more) on advanced television, blockchain, programmatic and people based marketing; manages brand agency reviews, while helping the brands and advertising companies to enable their specific businesses to best navigate ongoing market disruption via individual consulting, education and other more customized executive training services. GABBCON hosts a series of globally recognized executive-seminars, bespoke events and exclusive conferences alone and in partnership with preeminent industry organizations including MediaVillage, major business publications and other authoritative independent voices.

For media inquiries please contact:

Martine Charles, GABBCON PR, 206-295-9114

martine@marcglobalcommunications.com

Business: Insurance

Business Benefits Group Announces New Employee Benefits Support App

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Northern Virginia Employee Benefits Brokerage

Northern Virginia Employee Benefits Brokerage


FAIRFAX, Va. (PRWEB)

Business Benefits Group, a Fairfax, VA benefits consulting firm, recently announced the release of their new employee benefits support app for clients and their employees. New and existing members can submit questions about their benefits package and receive support from the BBG team. The application is available to download for free on the iOS App Store and the Google Play Store.

The Business Benefits Group mobile app is open to organizations that are members of the firm, including executives, managers and employees. It grants clients the ability to review their policies, submit claims and request assistance from a BBG representative. Clients have the option to submit an inquiry through the app, review the status of current inquiries in real time, or refer to an inquiry that was previously solved. In addition, users can submit documentation to support their claim when filing an inquiry through the app. For billing and other client issues, BBG has a dedicated team that provides support in a timely manner.

BBG is committed to consulting businesses on their employee benefits package and ensuring they receive the ideal package based on their needs. BBG’s benefits consultants work in tandem with your HR department to determine which benefits your company needs, as well as making any changes when necessary. Therefore, HR departments are relieved of any stress that come from employees questions and concerns regarding their employee benefits. The team a BBG handles all questions, claims, and complaints regarding your employee benefits package, allowing your HR department to focus on its core functions. BBG offers a variety of coverage options outside of employee benefits, such as general liability, directors and officers, errors and omissions, property coverage and DBA, among other business insurance policies.

Speak to the benefits consultants at Business Benefits Group for more information and to receive a consultation regarding employee benefits for your organization. BBG is among very few benefits consulting organizations with an app dedicated to client support, positioning them as one of the most reputable firms in the industry. BBG can be contacted online at https://www.bbgbroker.com/ or toll-free at (844) 201-3612. The benefits consulting firm is headquartered at 4069 Chain Bridge Road, Top Floor, Fairfax, VA 22030.

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Business: Executives

Innovecture, LLC is proud to announce its membership with the Financial Data Exchange, LLC (FDX)

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innovecture ceo

Shreyas Kamat, CEO of Innovecture

Innovecture aims to contribute its leading industry research to FDX and support their mission to create a common standard for the entire financial industry.


SALT LAKE CITY (PRWEB)

The decision to join FDX is led by Innovecture’s current involvement in creating and deploying standards-based core banking API’s for its customers. This involvement is driven by the company’s top architects and engineers who are researching multiple global standards and are creating a comprehensive API catalogue for which they are filling the current gaps within the existing data models, API specifications, and security models. Innovecture aims to contribute its leading industry research and thought leadership to FDX and support their mission to create a common standard for the entire financial industry.

In this digital economy it is the consumer who will benefit if all financial institutions could exchange data in a faster, cheaper, and more secure method. For example, current pain points and fears for consumers include;

1. having to log into multiple financial systems,

2. long customer service phone calls and waits,

3. money transfer delays that can last multiple working business days (especially overseas); and,

4. fear of falling victim to cyber-attacks.

These implications and worries will drastically improve, perhaps disappear completely, if the industry could successfully implement a global standard which is what Innovecture is here to help with.

Regarding the FDX API, Shreyas Kamat, CEO of Innovecture, stated, “We envision of helping our clients improve customer satisfaction and reduce total cost of ownership by building all of their digital banking applications portfolio such as internet banking, customer servicing, payments, marketing, and case management.”

“We believe in listening to all industry voices to build a standard that gives consumers and businesses the easiest, most secure access to their financial data,” said Don Cardinal, Managing Director of FDX. “We welcome Innovecture to FDX and look forward to their participation in the development and further evangelization of the FDX API standard.”

To establish and maintain a consumer-based, forward-thinking digital environment, Innovecture employees abide by four strategic core values areas as shown below.

INNOVECTURE CORE VALUES

Competency – “Be the Best at what you do.”

Commitment – “Commit 100% to your customer.”

Communication – “Be concise and transparent.”

Innovation – “Be innovative in everything you do.”

In conclusion, the overall goal of the partnership between Innovecture and FDX is clear – impactful global standardization. Consumers using the industry’s digital banking applications will get a jump start in their digital transformation journey by leveraging a standard, core banking API catalogue. This leap will also provide end consumers with a comprehensive and standardized data model in conjunction with API specification. “This will help customers reduce their time and costs,” continued Kamat, “to market and improve the interoperability with their own consumers and partners.”

ABOUT INNOVECTURE

Established in 2007, Innovecture is a Global Technology and Management consultancy company, providing consulting, technology and research services to clients around the world. With a major focus on the banking, financial services and insurance (BFSI) sector, Innovecture has an impressive global presence in providing strategic technology solutions and architecture that enhance the business goals of our clients. Innovecture has been recognized multiple times as a MWCN Utah 100 and Inc. 5000 fastest growing company. Innovecture has been privileged to be a major contributor in digital transformation projects for several Fortune 500 BFSI clients. For more information, visit http://www.innovect.com or find the company on LinkedIn.

ABOUT THE FINANCIAL DATA EXCHANGE

Financial Data Exchange, LLC (FDX) is a non-profit organization dedicated to unifying the financial industry around a common, interoperable, royalty-free standard for secure and convenient consumer and business access to their financial data. FDX empowers consumers through its commitment to the development, growth and industry-wide adoption of the FDX API, according to the principles of control, access, transparency, traceability and security. Membership is open to financial institutions, fintech companies, consumer advocacy groups, and other industry participants. FDX is an independent subsidiary of FS-ISAC. For more information and to join, visit http://www.financialdataexchange.org.

Media Contact

For questions regarding this press release or for more information, e-mail Innovecture at thayne.martin@innovect.com or call at 801-495-7050. Read more about the company at http://www.innovect.com.

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Business: Insurance

AssuredPartners Acquires Ventura Pacific Insurance Services

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“We feel this team is a great partner for us in a great territory. They value cultivating relationships with customers, and we look forward to collaborating with their team of experts,” stated AssuredPartners President and COO Tom Riley.


LAKE MARY, Fla. (PRWEB)

AssuredPartners, Inc. is pleased to announce the acquisition of Ventura Pacific Insurance Services located in Agoura Hills, CA. The team of 9 will remain under the leadership of Vincent Lopez and Keith Tisherman while the operation structure will report into Tolman & Wiker Insurance Services. Tolman & Wiker of Ventura, California recently joined AssuredPartners and will continue to operate their multiple locations while integrating Venture Pacific into the fold. The agency currently reports $1.6 million in annualized revenues.

“Ventura Pacific Insurance Services has 50 years of combined experience in providing personal and commercial insurance. We are dedicated to offering our clients the best available products and advice,” stated Vincent Lopez. “We are excited to join AssuredPartners and we believe that a larger partner allows us to better service our clients as we continually strive to provide quality services,” said Keith Tisherman.

AssuredPartners Regional President Mike Paschke stated, “Ventura Pacific Insurance Services possesses a strong dedication to understanding their client’s needs. We are pleased to have new members added to our growing team who are knowledgeable and passionate in delivering customer service excellence and industry expertise.”

“We would like to welcome the staff and clientele of Ventura Pacific Insurance Services to AssuredPartners,” stated AssuredPartners President and COO Tom Riley. “We feel this team is a great partner for us in a great territory. They value cultivating relationships with customers, and we look forward to collaborating with their team of experts.”

For more information on Ventura Pacific Insurance Services, please visit:

http://www.venturapacificinsurance.com.

ABOUT ASSUREDPARTNERS, INC

Headquartered in Lake Mary, Florida and led by Jim Henderson and Tom Riley, AssuredPartners, Inc. acquires and invests in insurance brokerage businesses (property and casualty, employee benefits, surety and MGU’s) across the United States and in London. From its founding in March of 2011, AssuredPartners has grown to over $1.2 billion in annualized revenue and continues to be one of the fastest growing insurance brokerage firms in the United States with over 250 offices in 30 states and London. For more information, please contact Dean Curtis, CFO, at 407.708.0031 or dean.curtis@assuredpartners.com, or visit http://www.assuredpartners.com.

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Business: Executives

Anvyl Appoints Executive Leader to Prepare for Next Stage of Growth

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https://www.prweb.com/

Bill Hobbs joins Anvyl as CRO

“The innovative platform Anvyl has built will transform the landscape of how companies manage and optimize supply chains. I am excited to work with Rodney and the Anvyl team to rapidly scale the business and deliver actionable supply chain solutions that drive transformational efficiency.” – Bill H.


NEW YORK (PRWEB)

Anvyl, an intelligent supply chain platform delivering automation and predictive analytics to the world’s largest global supply chains, announced the appointment of Bill Hobbs as Chief Revenue Officer. In this role, Hobbs will be responsible for go-to-market operations, expanding Anvyl’s presence globally. Hobbs’ appointment follows the company recently being named a Forbes Cloud 100 Rising Star and the completion of its Series A round of funding led by Redpoint Ventures.

“Over the past year, Anvyl has continued to grow at an accelerated pace, doubling our revenue and customer count, and launched a new Production Hub platform for those responsible for supply chain workflow across retail, DTC, and manufacturing companies,” said Rodney Manzo, CEO and Co-Founder of Anvyl. “As we enter another growth phase, Bill’s expertise in building top-line customer success, sales, and marketing teams and developing tested go-to-market product strategies will be critical.”

Recognized as one of the Top 100 Global Sales Leaders and Customer Success Strategists, Hobbs has built top-performing business units in the Fortune 500 world, led large-scale business transformations optimizing supply chains in manufacturing and distribution, and delivered consistent growth for software companies in New York and Silicon Valley. Prior to Anvyl, Hobbs led global sales at Totango, a leading enterprise customer success software company.

“Working with Anvyl allows me to not only leverage my experience in software transformation, but also apply much of the supply chain experience I gained while working in manufacturing and distribution,” Hobbs said. “The innovative platform Anvyl has built will transform the landscape of how companies manage and optimize supply chains. I am excited to work with Rodney and the Anvyl team to rapidly scale the business and deliver actionable supply chain solutions that drive transformational efficiency.”

About Anvyl:

Anvyl’s Intelligent Supply Chain Platform streamlines supply chain communication, automates workflows, and delivers real-time production analytics from order to delivery. Companies across the globe use Anvyl to mitigate risk across their supply chains and save millions of dollars in operational costs. Anvyl’s digital platform delivers transparency across the supply chain, surfaces key production insights for users, and provides predictive analytics to improve operational efficiency. A variety of customers across manufacturing and distribution rely on Anvyl for their operational success from COOs, global supply chain managers, and procurement leaders. You can find more information and see customer examples at anvyl.com/customers.

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Business: Insurance

Top Insurance Experts Present A New Guide On Comparing Car Insurance Quotes Online

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“With some driving habit changes and comparison shopping, you can reduce the overall costs for auto insurance. Visit our website for more car insurance info,” said Russell Rabichev, Marketing Director of Internet Marketing Company.


LOS ANGELES (PRWEB)

Cheapquotesautoinsurance.com has published a new guide to comparing online car insurance quotes.

For more info and free quotes, visit http://cheapquotesautoinsurance.com/learn-how-to-get-and-compare-car-insurance-quotes/

Car insurance rates are calculated based on the risk of insuring a person. They directly influence the premiums and overall insurance costs. In order to have an idea of how much they are expected to pay, clients should get free quotes from http://cheapquotesautoinsurance.com/ and compare prices!

There are several rules to follow when comparing quotes:


  • Understand the main factors that influence premiums. There are many factors taken into consideration when determining insurance costs. The most influential factors are: car’s make and model, driving history, demographic factors, recent claims and traffic violations and coverage options. Each factor must be properly analyzed.

  • After understanding his own risk profile, a client should get car insurance quotes. Make a list with top reputable companies and get quotes for each one of them. Additionally, use brokerage websites to get multiple quotes at once. There will be many smaller, more local companies included in those quotes obtained from brokerage websites.

  • Brokerage websites allow for faster price comparison. Furthermore, all results are obtained using the same data and for the same product. This gives no room for errors. Clients who use brokerage websites can quickly sort offers by prices. But do not be guided only by price. Check what other benefits and bonuses can be obtained by applying to each offer.

  • There are several ways to improve rates. Making several changes will help drivers get better rates. Driving less than the average driver, graduating defensive driving courses or installing safety gear will greatly improve the rates.

Cheapquotesautoinsurance.com is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

For more information, please visit http://cheapquotesautoinsurance.com/

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Business: Executives

PotentiaMetrics Announces the Appointment of Dr. Jerry Henderson as Chief Medical Officer

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“I could not be more thrilled to add Jerry to the team. His experience and expertise in the field will be invaluable to PotentiaMetrics.”


AUSTIN, Texas (PRWEB)

PotentiaMetrics, an Austin, TX based healthcare data and artificial intelligence company, appointed distinguished innovator, Dr. Jerry Henderson as Chief Medical Officer. Dr. Henderson will be responsible for the development and management of the firms’ clinical data registries analytics platforms.

Dr. Henderson previously served as Chair of both the Informatics Governance and the Inpatient Clinical Informatics Committees at MD Anderson. During his 15-year tenure at MD Anderson he implemented an Oncologic Emergency Medicine fellowship, the first of its kind in the world. He also designed and implemented Zero-G, an oncologic-specific electronic health record that led to him receiving The Innovator of the Year award.

Dr. Henderson has special interest in emerging technologies such as artificial intelligence, machine-learning, and deep learning to support and improve patient care. The MyCancerJourney platform provides patient-specific survival estimates while improving clinical outcomes and empowering patients to become partners in the decision-making process.

Dr. Henderson earned his medical degree from Royal College of Surgeons in Ireland and completed his MBA at Rice University. He maintains a board certification in Clinical Informatics.

Robert Palmer, Chief Executive Officer, stated, “I could not be more thrilled to add Jerry to the team. His experience and expertise in the field will be invaluable to PotentiaMetrics.”

About PotentiaMetrics 

PotentiaMetrics develops unique outcomes and insights solutions to support more informed, value-based treatment decisions that lead to better outcomes and reduced costs.

To learn more about PotentiaMetrics, visit: http://www.potentiametrics.com 

To learn more about MyCancerJourney, visit: http://www.mycancerjourney.com

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Business: Insurance

Leading provider of Self-Directed Retirement Plans to Attend Real Estate Wealth Expo

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IRA Financial at 2019 Real Estate Wealth Expo in San Francisco

IRA Financial will attend the Real Estate Wealth Expo in San Francisco to promote the benefits of investing with a Self-Directed retirement plan.

We are excited to participate at the Real Estate Wealth Expo and help educate real estate investors about the tax advantages of using retirement funds to generate tax-free real estate income and gains.


NEW YORK (PRWEB)

IRA Financial Group & IRA Financial Trust Company, a leading financial technology self-directed IRA and 401(k) plan provider & custodian will participate at the Real Estate Wealth Expo in San Francisco From October 10-11, 2019. IRA Financial will be located at booth #1304.

The San Francisco Expo will feature celebrity instructors such as Sylvester Stallone, Tony Robbins, Grant Cardone and Trent Shelton, along with many other self-made speakers. The event is the largest real estate wealth expo in America.

“We are excited to participate at the Real Estate Wealth Expo and help educate real estate investors about the tax advantages of using retirement funds to generate tax-free real estate income and gains,” stated Adam Bergman, founder of the IRA Financial Group & IRA Financial Trust Company.

IRA Financial Group & IRA Financial Trust Company’s self-directed IRA and solo 401(k) plan platform allows investors to invest in IRS approved alternative asset investments digitally and with no account valuation or minimum balance fees. The Self-Directed IRA is growing in popularity because it allows investors to make private IRS approved alternative asset investments, such as real estate; diversify their retirement assets and invest in what they understand and trust.

IRA Financial Group is the market’s fastest growing provider of self-directed retirement plans, and has helped over 16,000 clients take control over their retirement funds and gain the ability to invest in almost any type of investment, including real estate, cryptocurrency, and private business investments.

The IRA Financial Trust Company, a self-directed IRA custodian, was founded by Adam Bergman, a partner with the IRA Financial Group. Mr. Bergman is a leading expert on the taxation of retirement funds and has authored multiple articles on how to use a self-directed IRA to buy cryptocurrencies.

Bergman, a leading voice in the Self-Directed retirement industry, has written seven books on the topic of self-directed retirement plans, including: “How to use Retirement Funds to Purchase Cryptocurrencies,” “Turning Retirement Funds into Start-Up Dreams,” “Solo 401(k) Plan in a Nutshell,” “Self-Directed IRA in a Nutshell,” and “In God We Trust, in Roth We Prosper.”

To learn more about the IRA Financial Group, visit their website at http://www.irafinancialgroup.com or call 800-472-0646.

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Business: Executives

Bridgepoint Consulting Announces Dallas Expansion to Focus on Middle Market Transformation

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https://www.prweb.com/

Dallas’ vibrant business community is fueling demand for high-value solutions that will help CFOs and finance executives optimize and transform their operations to drive growth.


DALLAS (PRWEB)

Bridgepoint Consulting, an Addison Group company and leading management consulting firm that helps organizations drive innovation and transformation throughout their business lifecycle, has expanded into the Dallas market.

Founded in 1999 and with over 150 consultants engaged across U.S and globally, Bridgepoint provides finance, technology and risk & compliance services to help organizations with a broad array of initiatives, including post-acquisition integration, business process improvement, data analytics, technical accounting, systems implementation & integration and revenue recognition.

This renewed focus in the Dallas market, includes the promotion of Stephanie McNelis and Trent Turner, two highly accomplished CFO Consultants, who have been named Directors. McNelis and Turner will help propel the company’s growth strategy and rich network of high-quality consultants to help middle market companies drive successful business transformations.

“Dallas’ vibrant business community is fueling demand for high-value solutions that will help CFOs and finance executives optimize and transform their operations to drive growth,” said Manuel Azuara, Principal at Bridgepoint Consulting. “With the addition of Trent and Steph to our leadership team, Bridgepoint is well-positioned to help organizations in the software/technology, manufacturing and distribution and professional services sectors transform and realize immediate value.”

This growth signifies another milestone in Bridgepoint Consulting’s long history of service. For 20 years, the firm has delivered proven services and solutions to more than 2,500 clients, helping to transform their operations and amplify growth as they navigate the rapidly changing business landscape. Bridgepoint Consulting offers a broad range of finance, technology and risk/compliance services to help organizations of all sizes grow and scale efficiently through their business lifecycle.

Some of the firm’s service offerings:

  • Post-acquisition Integration

  • Complex Financial Reporting (including Revenue Recognition and Lease Accounting)

  • Interim CFO and senior-level Finance and Accounting roles

  • Systems Implementation & Integration (specializing in NetSuite ERP and Salesforce CRM)

  • Cybersecurity, Privacy & Compliance (including GDPR and CCPA)


Explore Bridgepoint’s full suite of services and solutions here.

“Our client-focused approach has helped us continue to retain clients and grow our service offerings to meet the evolving needs and challenges of today’s business leaders. We’re excited about what the future holds for our new Dallas location and growing team,” Azuara said.

Bridgepoint Consulting will operate from Addison Group’s Dallas office, which is located in the Galleria area of Dallas on the fourth floor of 14160 Dallas Parkway.

Dallas Leadership Profiles:

Stephanie McNelis has over 20 years of experience with multiple executive-level functions, including operations, human resources, accounting and finance. She has worked with C-Level executives and has extensive expertise with software, financial services, and professional services companies. She also specializes in process improvement, post-acquisition integration, and due diligence. McNelis earned a Bachelor of Arts from the University of Texas at Austin and is a Certified Public Accountant in the state of Texas.

Trent Turner has over 25 years of experience with multiple executive-level functions, including process improvement, system implementation, cash management, forecasting and budgeting, complex financial reporting and analysis, strategic financial planning and risk management. He has worked with C-Level executives to help drive business strategy, financial analysis and process improvement services. Turner earned his Bachelor of Business Administration in Accounting from the University of Texas at Austin.

Careers at Bridgepoint

Bridgepoint consulting is currently hiring a variety of positions in Dallas and other markets. Check out all of the firm’s job openings at https://bridgepointconsulting.com/careers.

About Bridgepoint:

Bridgepoint Consulting, an Addison Group company, is a leading management consulting firm that helps organizations throughout their business lifecycle. Offering a broad range of finance, technology and risk/compliance services, Bridgepoint supports clients from the startup phase all the way to IPO readiness and beyond. Since 1999, the firm has been helping executives and management teams reduce their business and operational risks, bridge resource gaps and improve overall performance. Leveraging the added capabilities of its partner brands Addison Group and AIM Consulting, Bridgepoint now has a deep talent pool (5,000 high quality professionals and 800 developers) across the United States), to help companies of all sizes drive innovation across their organizations. Whether an organization needs interim expertise to improve infrastructure and processes, or strategic management of a major transition or transaction, Bridgepoint’s team of industry leaders is able to provide the critical support needed to ensure success. The firm is headquartered in Austin, with offices in Dallas and Houston and has the capability to deliver solutions across the US. To learn more about Bridgepoint Consulting and how the firm can help serve your business, please visit bridgepointconsulting.com.

About Addison Group

Addison Group is a leading provider of professional staffing and permanent placement services for Information Technology, Finance & Accounting, Executive Search, Healthcare, HR & Administrative, and Engineering. Addison’s strengths are its strong management and executive teams, a relationship‐focused selling strategy, a history with clients of delivering the right candidate at the right time, and a loyal candidate base. With 24 offices in cities across the United States, Addison Group offers a national reach with a localized touch. Learn more at http://www.addisongroup.com.

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