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Showing 1 - 12 of 22 results
SCB VENTURES, LLC
SCB VENTURES, LLC
Roseville, California
25-49 employees
At SC Ventures, we are an independent sponsor, investor, management executives, and Board Directors to companies in need of renewal and growth strategies, with a specific focus on B2B companies where technology can aid in greater efficiency. We bring insight into culture and process as part of our effort to transform businesses and recognize that operational revitalization begins with a combination of people and capital. Some of our activities include: • Interim President of Patient Planning Services, a healthcare software business providing psychosocial solutions to healthcare clients nationwide, including Mt. Sinai, Rocky Mountain Cancer Centers, and Memorial Sloan Kettering. Leading operational turnaround, growth strategy into new products, and selection of a permanent CEO. Brought in by the Board. • Advisor to the Board of Sellas Life Sciences Group, a clinical stage drug development company. Led operational processes during the company’s reverse merger and helped set up the public company Board of Directors, including hiring of CFO, General Counsel, and investment management firm. Brought in by major shareholder in Europe. • Portfolio Manager for Patriarch Partners, a $4B distressed private equity firm. Oversaw 8 companies in the portfolio in the consumer products and manufacturing sectors. Directed operational strategy in the interest of the primary secured creditor for each company. • Consultant to the United States Army merger of $3.5B program of record with similarly sized program at the Navy. Managed teams that included program, contract, logistics, and technology management for products deployed in over 170 countries. • Investor and manager as CEO of Affinitel, a telecommunications company headquartered in San Francisco with several thousand business customers, including the California Highway Patrol, Safeway, Rite Aid, and Wells Fargo. Delivered 100% revenue growth, over 200% cash flow growth, paying off debt 3.5 years ahead of schedule.
Retirement Benefits Rank
Top Benefits
J. WOOD CAPITAL ADVISORS LLC
J. WOOD CAPITAL ADVISORS LLC
Santa Rosa, California
1-24 employees
J. Wood Capital Advisors LLC ("JWCA"​) is an advisory firm and registered broker dealer focused solely on providing capital structure help and solutions to U.S. corporations. We are an independent firm, without the conflicts inherent in the traditional investment banking model. Our objective is to deliver advice to public companies on capital structure; then, empower them to raise capital in a smarter, more efficient manner. Focused and unbiased advice.
Retirement Benefits Rank
Market Leading
LARSEN WURZEL & ASSOCIATES, INC.
LARSEN WURZEL & ASSOCIATES, INC.
Sacramento, California
1-24 employees
Larsen Wurzel & Associates, Inc. is an independent public finance and management consulting firm based in Sacramento, California. Our mission is to provide public finance, project management, and financial consulting services to public sector entities with the goal of efficiently and cost effectively implementing public improvements and services.
Retirement Benefits Rank
Top Benefits
BCD GROUP INC
BCD GROUP INC
Chico, California
1-24 employees
BCD Group is specialised in providing Surveying, Planning, Draughting and Geotechnical, Civil, Fire, Structural, Mechanical and Electrical engineering consulting services. We take pride in providing exceptional client service to our valued clients that is unparalleled by our competitors. BCD Group is a young, dynamic team and are equipped to provide a comprehensive range of services in areas of commercial, residential, hospitality, education, sport and recreation, cultural and community, industrial and manufacturing, heritage, retail, health and project management. On each and every job we bring to the table a vast amount of learnt knowledge in a cost effective manner. BCD Group provides services to a wide range of public and private sector clients throughout New Zealand.
Retirement Benefits Rank
Market Leading
BROWN FINANCIAL SERVICES GROUP
BROWN FINANCIAL SERVICES GROUP
Sacramento, California
1-24 employees
Browns Financial Group is a design company based out of 1930 Del Paso Rd, Sacramento, CA, United States.
Retirement Benefits Rank
Market Leading
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
Vacaville, California
1-24 employees
Vacaville, California is located in northern Solano County, midway between San Francisco and Sacramento. The City's rich history has transformed the community from a small agricultural town into a thriving and progressive city; now a diverse population of 100,000 residents who pride themselves on a high level of community involvement. While the City’s population history and demographics show its rapid growth, Vacaville had maintained its small town charm. Affordable housing, quality schools, a wide array of youth activities, and numerous community events contribute to making Vacaville a family-oriented city. Residents of all ages participate in organized sports leagues year-round. There are also high quality recreation programs for all ages, and state-of-the-art public recreation facilities, including a community pool with water slides and a diving well, ball fields, and a skateboard park. Numerous community events throughout the year provide fun for the entire family, including the annual Fiesta Days and Fourth of July celebrations, concerts during the summer at the downtown Creekwalk, and the “Merriment on Main” festivities during the holiday season. With Vacaville’s central location, residents can “day trip” to beaches, Lake Tahoe, and the Napa wine country. For those who want to stay local, Lagoon Valley Park provides the opportunity to fish, hike, and sail in a scenic, natural setting. Other options include enjoying the downtown with a stroll along the beautiful Creekwalk, catching a movie, or hitting the ice at the skating center. Residents and visitors enjoy an expanding choice of restaurants in the revitalized, historic downtown, and some of the best shopping in the area with a thriving retail district along Interstate 80 that includes one of the largest factory outlet complexes in California. Go to CityofVacaville.gov/SMP for our Social Media Policy.
Retirement Benefits Rank
Market Laggard
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ST. CLAIR FINANCIAL
ST. CLAIR FINANCIAL
Roseville, California
1-24 employees
Clair Financial is a company based out of ROSEVILLE, CA, United States.
Retirement Benefits Rank
Market Leading
UP CAPITAL MANAGEMENT, INC.
UP CAPITAL MANAGEMENT, INC.
Roseville, California
1-24 employees
Registered Investment Advisor, specializing in high net worth private investors and private business pension funds.
Retirement Benefits Rank
Below Market
SMITH MOORE AND ASSOCIATES INC
SMITH MOORE AND ASSOCIATES INC
Sacramento, California
1-24 employees
Smith Moore & Associates, Inc. is a full-service association management company headquartered in downtown Sacramento, California. Our mission is to provide nonprofit associations with administration, governance, accounting, meeting planning, strategic planning and communications services under one roof, without the high cost of hiring a dedicated staff. Services are tailored to the specific needs of each of our nonprofit association clients, ensuring the association’s leadership can focus on the vision of the organization while remaining confident its day-to-day operations are running smoothly. We strive to realize the growth potential of each of our organizations, working closely with governing officials to assess the needs of the membership and embrace its goals and mission. With an expert staff specialized in running associations, Smith Moore & Associates provides each client with the knowledge of a seasoned veteran, unsurpassed customer service, insider connections and cutting-edge technology geared toward associations. Each client is assigned a team of talented individuals to act as its staff, so there is no hassle or confusion when your members contact the office. Let our team be your success.
Retirement Benefits Rank
Below Market
SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC
SULLIVAN WEALTH MANAGEMENT ADVISORS, LLC
Roseville, California
1-24 employees
The Sullivan Wealth Management Group, an independent Registered Investment Advisory (RIA) firm, is an experienced team of investment advisors that help you plan, implement, and manage your financial resources. Our financial advisors have extensive experience in many areas of the investment industry – including Portfolio Management, Insurance, Consulting, Business Retirement Plans, Estate and Financial Planning. Our primary focus is to provide superior personalized advice designed to achieve long term financial success for our clients. We offer a high level of service and investment advice to individual investors, businesses, and organizations including the affluent to high net worth families. Our independent approach gives our clients access to experts in the full suite of wealth management services and investments both domestically and around the globe. Disclosure: Investment advisory services offered through Mutual Advisors, LLC dba Sullivan Wealth Management Group, an SEC Registered Investment Adviser. Brokerage and custody services provided to advisory clients are offered by Fidelity Brokerage Services LLC, and TD Ameritrade, members NYSE/SIPC. Securities offered through Mutual Securities, Inc., Member FINRA/SIPC. Supervisory office located at 807-A Camarillo Springs Road, Camarillo, CA 93012. Not all services may be available in your location. See our website for license and important information.
Retirement Benefits Rank
Market Competitive
PINNACLE WEALTH MANAGEMENT, LLC
PINNACLE WEALTH MANAGEMENT, LLC
Roseville, California
1-24 employees
Independent financial advisory firm serving today's investors. mutual funds, alternative investments, customized financial planning, retirement account IRAs.
Retirement Benefits Rank
Below Market
STONE CONSULTING GROUP
STONE CONSULTING GROUP
Roseville, California
1-24 employees
Associate to Personal CFO/Financial Planner
Retirement Benefits Rank
Market Laggard
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