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

At True Blue Financial we specialize in strategies for retirement, wealth management, and customized financial planning. We make the complex simple, strive to deliver exceptional service, and always put our clients’ needs above all else. First and foremost, we value relationships and open communication. Independence at True Blue Financial translates to more freedom of product choice, more quality service, more regulatory expertise, and more technology capabilities. We seek to fulfill your needs with personalized options from a wide range of the nation's top providers of: Mutual funds Comprehensive asset management accounts Variable and fixed annuities Individual stocks and bonds Estate, college, business, tax and retirement planning Domestic and foreign securities Alternative investments Insurance Trust Services Trust, honesty, integrity, is what matters most and is the basis of our name - True Blue. Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through True Blue Financial, a registered investment advisor and separate entity from LPL Financial.

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.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

I co-founded Clear Ridge Wealth Management in 2014 after spending 16 years as a wealth advisor within the financial services industry. At Clear Ridge, we provide comprehensive wealth management including both financial planning and investment management. We work with both families and institutions. Our portfolios are constructed based on the academic research of the long term market returns. Our family clients seek high quality planning advice, a coordinated investment plan that encompasses all of their financial assets, and regular reviews of their progress toward their goals. We are fee only, meaning we don't sell any products nor make any commissions on anything we recommend. We benefit when our clients benefit, putting us on the same side of the table with our services. At Clear Ridge, we're transparent, experienced and importantly, human. For our clients, we set a clear path forward.

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.

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.