NORTH RIVER CAPITAL, LLC is a company based out of 5642 COVENTRY LANE, FORT WAYNE, Indiana, United States.

Multi-state, privately held company with divisions in long term care, real estate, and software industries. $120,000,000 in revenue*Preparation of consolidated financial statement, including cash flows, equity statements per owner, intra-company & inter-company eliminations, discontinuing operations, and owner's personal compilation directly reporting to upper-level management *Integrity checks on submitted financial statements from controllers*Year-end internal audit work-papers and direct work with outside audit firm*Preparation of daily cash sheets of all entities with summaries of direct daily operations and investing. *Monitored all multi-companies' cash needs and completing working capital loan transfers *Direct bank contact and performed necessary free form, ACH transactions, sweeps for subsidiary to corporate and overnight investments*Responsible for coordinating & implementing during downsizing of corporate office with system change from AS400 environment to a Novell Network. Additionally, monitored the operation of the network, software additions & updates and staff training.*various finanacial analysis, internal audit projects, & support staff for due-diligence for acquisitions*Sales tax set-up and compliance in all 50 states

Holistic Financial Planning Firm. Heather Foster as the principle of the company has been servicing clients financial planning needs since 2004. Firm that is dedicated to bringing respected credentialed professionals in the retirement planning sector together so that the consumer can benefit from the communication and planning structure of having multiple professionals planning specifically for the customers best retirement possible. Partnering with local Attorneys, CPA's and Insurance professionals in the area to aid in Investment and Retirement planning management.

TradeWell Tax & Financial is a boutique financial planning and professional services firm in Fort Wane, Indiana. TradeWell has a wide variety of professionals in-house to help the families we serve reach retirement in the most successful way possible. We are EAs, Elder Law Attorneys, Fiduciary Investment Advisers, Tax Advisers and Insurance Professionals. TradeWell Tax & Financial is the only one-stop-shop retirement and guaranteed income firm in Fort Wayne that offers these professionals in-house and under a single roof. Coordination and communication is our goal. Together, let’s build your future.

We are a private equity group specializing in identifying and executing sound investments in light manufacturing, fabrication, distribution and commercial services. Unlike many other private equity firms our size, we deliver unique access to an extensive and diverse range of capital funds as well as over 60 years hands-on business experience building and growing businesses on both a regional and national level. The Hoosier Investments mission is simple: We partner with mid-market companies seeking investment and leverage their strengths by collaborating and providing strategic support. The result is maximum company growth and long term value. Simply put, we understand middle market businesses. When considering a partnership, we utilize both our industry and investment expertise to thoroughly understand a business and their management team. While we have a range of investments across the United States, we are particularly focused on partnering with Midwestern based, established mid-market businesses and management teams looking to optimize their growth potential.

CPM Group is a commodities research, consulting, financial advisory, asset management, and commodities management firm providing independent research, analysis, and advisory services related to commodities markets, corporate and project finance, and the financial management of exposure to commodities oriented investments. We provide a suite of research and consulting services related to the financial management of commodities exposure, including fundamental market research and analysis, consulting and advisory services, commodities management and asset management services, and investment banking advisory services. Founded in 1986, CPM Group has extensive experience in commodities research, trading, banking, and financing. CPM Group is known for its research and analysis of the metals markets, its overall economic analysis of commodities markets, and its expertise in financial engineering, using derivatives to structure optimized positions for commercial hedgers, and for institutional and high net worth individual investors. The firm is focused on precious, industrial, and specialty metals, as well as energy and agricultural markets. CPM Group is unsurpassed in research and analysis in gold, silver, and platinum group metals. In the ferroalloys and specialty metals markets, CPM Group has developed specialized expertise in molybdenum, vanadium, chromium, manganese, tungsten, cobalt, indium, and other specialty metals. For additional information, please call (212) 785-8320 or email [email protected]

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.

Investment advisory services for institutions and private clients

We are a Financial Services Firm serving the needs of executives, professionals, business owners and single, widowed, and divorced women in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, business continuation programs and financial services. Representatives offer products and services using the following business names: Verso Financial/Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Verso Financial/Canvas Financial. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.

Developed and implemented business and marketing plansAnswered telephone calls for the firm and acted as the Director of First ImpressionsGreeted visitors in a friendly and professional mannerMaintained Advisor’s outlook calendar and keep advisor aware of daily appointments and cancellationsCoordinated client appreciation functions and marketing programs for the firmPrepared material for local client events and seminarsAttended seminars and assisted with the set-up, greeting guests, appointment setting for guests, and clean-upMade follow up calls after seminars to convert potential clients into confirmed appointmentsUpdated and presented ROI reports that demonstrate the success of marketing initiatives Tracked all projects and provided cost analysis on each event and seminar heldMade appointments for clients/prospects based upon sales goals of firm ownerTyped business correspondence lettersSupported the Client Relationship Management (CRM) process within the firmAssisted existing clients with service requestsAssisted with business tracking. Follow-up on insurance application missing information with clients and insurance carriersMaintained all social media sites pertaining to the firm