Trustegrity National Leaders Virtual Meeting February 2023
East Bay, CA
Time: 10:30 AM
Date: Feb 14, 2023
Timezone: America/Los_Angeles
Business Directory
Debra Harris
Maynestreet Weight Loss LLC
860.322.4725
Email:
debbie.harris@trustegrity.com
Business Description:
Weight Loss, Hypnosis, LinkedIn Consultant & Coach
Linked In:
https://www.linkedin.com/in/fordebbielee/
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Laurie Pearce
Trustegrity & Centricity Insurance Solutions
4154071424
Business Description:
Brings seasoned professionals and business owners together. Members receive high-level connections and referrals, strategic advice, and peer support for other local leaders. Part networking and part mastermind.
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Ajay Saini
Payroll Vault
(925) 273-7020
Business Description:
Provide payroll services in all of 50 states. We fully handle the payroll tasks and take over complex payroll activity from business owners so they can focus on what they love the most - running their companies.
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Alfonzo Arias
Duffy Kruspodin, LLP
858.642.5050 x2161
Business Description:
Income and Estate Taxation
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Christian Napier
Rakonto Inc.
+1-801-633-8181
Email:
christian@rakonto.io
Business Description:
Rakonto's unique SaaS offering helps individuals and organizations request, record and share stories that matter - experiences, feedback, testimonials and more - all through video / audio
Profession:
Founder / CEO / Entrepeneur / Podcast Host / Storyteller
Specialty:
Crowdsourcing individual and organization stories (e.g. testimonials, feedback, debriefs, lessons learned, etc.) using the Rakonto SaaS platform
Website:
https://rakonto.io
Linked In:
https://www.linkedin.com/in/christiannapier/
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Douglas L. Kennedy
2Go Advisory Group
415.770.3840
2655 Henley Pkwy Apt 7012
Tracy, CA, 95378
Email:
dkennedy@cfos2go.com
Cell:
415.770.3840
Business Description:
Financial Services
Profession:
Interim CFO
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Helen Arnold
Arnold Olson Associates
7024853224
Business Description:
Provides fundraising consulting services to nonprofit organizations
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Kimy Smith
Mass Mutual
925.979.2365
3003 Oak Road, Suite 250
Walnut Creek, CA, 94597
Email:
kim.s.smith@financialguide.com
Cell:
925.979.2365
Business Description:
Financial Advisory Services
Profession:
Financial Advisor
Specialty:
Business Owners
Website:
https://financialprofessionals.massmutual.com/kim-s-smith
Linked In:
https://www.linkedin.com/in/kimssmith/
Facebook:
https://www.facebook.com/kimsmithsamanthasagersdavenport
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Lane Monson
Platinum Circle Coaching
801.540.6040
Business Description:
Executive Performance and Leadership Coaching
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Lloyd Silver
BTI Group
4153763430
Email:
lloyd@business-team.com
Business Description:
BTI Group is the largest business brokerage firm in the Western United States. We specialize in arranging the purchase and sale of privately owned companies.
Profession:
Business Broker
Specialty:
Helping business owners obtain maximum value through acquisition
Website:
https://www.business-team.com
Linked In:
https://www.linkedin.com/in/lloydsilver/
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Maile Collmer
Asentiv Contra Costa
925.366.3823
Email:
Maile@MaileCollmer.com
Cell:
925.366.3823
Business Description:
Referral Marketing Consultant
Profession:
Referral Marketing Consultant
Linked In:
www.linkedin.com/in/mailecollmer
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Michele G. Moss
Johnson Moss L.L.C.
407-273-7027
12001 Research Parkway
Suite 236
Orlando, FL, 32826
Email:
mgmoss@johnsonmosslaw.com
Business Description:
law firm
Profession:
Attorney
Specialty:
Intellectual Property law (trademark, copyright, trade secret); computer and internet law
Website:
https://www.johnsonmosslaw.com/
Linked In:
https://www.linkedin.com/in/mgmoss/
Facebook:
https://www.facebook.com/johnsonmosslaw/
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Philip Hecht
Business Strategy and Transformation Consultancy
9174885840
Business Description:
Business Strategy and Transformation
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Robert Geils
Corcoran Group Real Estate
646.296.5215
218 W 18th Street 6th Floor
New York, NY, 10011
Email:
Robert.Geils@Corcoran.com
Cell:
646.296.5215
Business Description:
Residential and Multifamily Commercial
Profession:
Residential and Investment Real Estate
Website:
www.GeilsTeam.com
Linked In:
https://www.linkedin.com/in/robertgeils
Facebook:
Robert.Geils@Corcoran.com
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Ryan Landry
MB Capital Ventures LLC
949-412-2682
2604B El Camino Real Suite 156
Carlsbad, CA, 92008
Email:
ryan@mbcapitalventures.com
Cell:
949-412-2682
Business Description:
Commercial lending. We can do personal, business and real estate loans.
Profession:
Personal, Business & Real Estate Lending
Specialty:
Startup Capital, Working Capital, Real Estate, Project Finance
Website:
https://www.mbcapitalventures.com/
Linked In:
https://www.linkedin.com/company/mb-capital-ventures/
Facebook:
https://www.facebook.com/MBCapitalVentures
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Seth Tuman
The 2Go Advisory Group
9254828664
500 Ignacio Valley Road, Suite 410
Walnut Creek, CA, 94596
Email:
seth@2gocompanies.com
Cell:
4152975053
Business Description:
Consulting Services for financial, operations, revenue, accounting, human resources, and IT
Profession:
Consulting
Specialty:
Chief Operating Officer, Operations, Professional Services
Website:
www.2gocompanies.com
Linked In:
https://www.linkedin.com/in/seth-tuman-8b72382/
Facebook:
https://www.facebook.com/seth.tuman
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Steven Kirch
Profit Minds, LLC
925.385.8876
Livermore, CA
Livermore, CA, 94550
Email:
stevenjkirch@gmail.com
Cell:
925.518.8876
Business Description:
I work with small business owners to create unique strategies to grow their business. I can find $30-50k in untapped revenue for ANY small business in under 45mins.
Profession:
Business Coach
Specialty:
Small business growth
Website:
www.profitminds.net
Linked In:
www.linkedin.com/in/stevekirch
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Tom Chapman
Fidelity National Title
619-295-7332
7565 Mission Valley Rd
Sute 100
San Diego, CA, 92108
Email:
twchapman@fnf.com
Cell:
619-301-0188
Business Description:
Real Estate Title Insurance
Profession:
Sales Executive
Website:
www.tommytitle.com
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Wayne Hubbard
Brown & Brown Insurance
4805187104
Email:
Wayne.Hubbard@Bbrown.com
Business Description:
I am a commercial property and casualty insurance agent providing business insurances and services to mid-large size businesses
Profession:
Commercial Property and Casualty Insurance
Website:
www.bbrown.com
Linked In:
https://www.linkedin.com/in/waynehubbardbrownandbrown/
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Yvonne McCool
COBRA Allies
315-515-5192
Email:
ymccool@cobraallies.com
Business Description:
Cobra Allies is a Third-Party Administrator focused on providing brokers, employers and their HR staff with COBRA administrative solutions and support.
Website:
www.cobraallies.com
Linked In:
https://www.linkedin.com/company/cobra-allies/?viewAsMember=true
Facebook:
ymccool@cobraallies.com
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Upcoming Events
-
Tue, Feb 14, 2023 10:30 PST
Trustegrity National Leaders Virtual Meeting February 2023
Location: East Bay, CA
-
Tue, Mar 14, 2023 10:30 PDT
Trustegrity National Leaders Virtual Meeting March 2023
Location: East Bay, CA
-
Tue, Apr 11, 2023 10:30 PDT
Trustegrity National Leaders Virtual Meeting April 2023
Location: East Bay, CA
-
Tue, May 09, 2023 10:30 PDT
Trustegrity National Leaders Virtual Meeting May 2023
Location: East Bay, CA