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Showing 1 - 12 of 174 results
VR MANAGEMENT, LLC
VR MANAGEMENT, LLC
Palo Alto, California
50-99 employees
Vision Risk Management Services Inc., located in Long Island, New York, is a comprehensive claims solutions company, which provides Third Party Administration services for Workers'​ Compensation, Automobile/No-Fault, and General Liability claims. VR Management Services understands that the most essential elements to a successful Third Party Administrator is an understanding of industry knowledge, reliable technology, and a thorough comprehension of our client's business and operational objectives. With an eye on cost containment, prudent claims handling and litigation strategies, our experienced team of licensed claim professionals are dedicated to providing our clients with the highest level of service resulting in the best outcome of their claims.
Retirement Benefits Rank
Top Benefits
BANYAN SECURITIES LLC
BANYAN SECURITIES LLC
Larkspur, California
1-24 employees
Banyan Securities Co is an investment management company based out of 100 Drakes Landing Rd # 125, Greenbrae, California, United States.
Retirement Benefits Rank
Market Laggard
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
JACKSON AND WHITAKER, INC.
JACKSON AND WHITAKER, INC.
Minden, Nevada
1-24 employees
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Jackson & Whitaker, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Retirement Benefits Rank
Market Leading
VINTAGE WEALTH ADVISORS
VINTAGE WEALTH ADVISORS
Napa, California
1-24 employees
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.) Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.vintage-wealth.com. For questions please e-mail us at [email protected].
Retirement Benefits Rank
Market Leading
THE LAFAYETTE COMPANY
THE LAFAYETTE COMPANY
Santa Barbara, California
50-99 employees
Lafayette is located on 15 square miles in Contra Costa County, one of nine counties of the San Francisco Bay Area. The City was incorporated in 1968, although settlement of the area began in 1848. Lafayette is noted for its high quality of life with top rated schools, low crime rate, small town downtown, clean air, mild climate and oak tree-studded hills. Located between Berkeley and Walnut Creek, Lafayette has its own Bay Area Rapid Transit station (BART) and is only a 25 minute BART ride from San Francisco. Mission Statement: Lafayette was incorporated for the preservation and enhancement of the semi-rural character of the community. Lafayette shall endeavor to maintain the nature of the community by using a volunteer system of commissions and committees and a small staff whose number is consistent with the services provided. Limited services and a conservative fiscal policy are Lafayette’s practice.
Retirement Benefits Rank
Below Market
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SOMBRILLA MANAGEMENT, LLC
SOMBRILLA MANAGEMENT, LLC
Solvang, California
25-49 employees
Sombrilla is a full service digital marketing agency dedicated to helping small to medium businesses make the most of the online space.Whether your goals are to increase revenue, raise brand awareness, or boost traffic to your website, our team of experts can take your business to more customers online. At Sombrilla we understand a successful online marketing strategy requires partnership between key channels of communication. Each channel compliments the next to deliver a clear, concise and powerful message to your target market. From web design and development through to SEO, email marketing and social media, we have you covered.
Retirement Benefits Rank
Below Market
PACIFIC OAK HOLDING GROUP, LLC
PACIFIC OAK HOLDING GROUP, LLC
Los Angeles, California
25-49 employees
PACIFIC OAK is a private investment firm based in the San Francisco Bay Area.
Retirement Benefits Rank
Below Market
NATIONAL RICE COMPANY
NATIONAL RICE COMPANY
Larkspur, California
1-24 employees
• Maintain and enhance existing client relationships • Ensure a thorough response to a high volume of daily client inquiries via e-mail and telephone conversations. • Facilitate effective communication with suppliers, carriers and buyers • Responsible for Contract Management, Purchasing Support – enter new orders, revise/modify orders, and Shipment Tracking • Primary liaison between suppliers, carriers, and buyers. • Negotiate and Resolve Problems and/or issues effectively and in a timely fashion • Provide daily, weekly and quarterly commodity production and pricing report to clients
Retirement Benefits Rank
Market Leading
LEGACY WEALTH PLANNING LLC
LEGACY WEALTH PLANNING LLC
Reno, Nevada
1-24 employees
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
Retirement Benefits Rank
Market Leading
ALTA PARK CAPITAL, LP
ALTA PARK CAPITAL, LP
San Francisco, California
1-24 employees
Alta Park Capital, LP is an investment adviser with principal operations in San Francisco, California. Alta Park invests in public equity securities focusing in the Technology, Media and Telecommunications sectors. The firm commenced operations in 2013.
Retirement Benefits Rank
Top Benefits
MCCARTHY ASSET MANAGEMENT, INC.
MCCARTHY ASSET MANAGEMENT, INC.
Redwood Shores, California
1-24 employees
McCarthy Asset Management, Inc. is an independent, fee-only boutique wealth management, investment advisory and financial planning firm, located in Redwood Shores, California. Tax Planning and tax preparation services are offered through the firm Stephen P. McCarthy, CPA.
Retirement Benefits Rank
Market Leading
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