Managing Partner, Maier Markey & Justic LLP
Managing partner at 90 person CPA and Consulting Firm that teams with businesses ranging from $1 million to $100 million in revenue to enhance profitability and efficiency thru highly responsive and cost effective solutions. MMJ’s clients are empowered to focus on their business growth and operations while we specialize in outsourced business management including CFO, Controllership and bookkeeping services, complete income tax services, bank financing, succession planning, mergers and acquisitions, compensation plans and information technology services. Our industry expertise includes healthcare, not-for-profits, distribution and professional service businesses. MMJ’s outsourcing solutions typically cost the same or less than having your own staff but yield better quality reporting, management and strategic direction while providing higher levels of talent.
222 Bloomingdale Road • White Plains, NY 10605
firstname.lastname@example.org • www.mgroupusa.com
Jones Morrison, LLP
Stephen Jones is a founding partner of Jones Morrison, LLP, a full service law firm working with business people, families and individuals to achieve client goals in business, at home and in building wealth. Jones Morrison, LLP works with clients who value a long term relationship. The firm has offices conveniently located in Westchester, Fairfield and New York City.
(914) 472-2300 Ext. 311 • Direct Line: (914) 713-9311 • Fax: (914) 472-2312
670 White Plains Road, Penthouse • Scarsdale, New York 10583
email@example.com • www.jonesmorrisonlaw.com
Mortgage Loan Originator, Mortgage Master
Marie Herrero joined Mortgage Master, Inc. in January of 2013, bringing with her 15 years of experience in mortgage banking with regional and national mortgage lenders. Since joining the Mortgage Master team, Marie has established herself as a specialist in creating beneficial borrower alternatives through diversified product offerings. Before coming to MMI, Marie worked as a Sales Manager for Wells Fargo for 4 years. In addition to all of Marie’s accomplishments, she takes a great deal of pride that her focus has remained the same, treating each and every customer as she would want to be treated herself recognizing she is only as successful as her last transaction.
Marie resides in White Plains, New York. In her spare time, she enjoys traveling, cooking, and running. Marie is an active member of the community as she participates in charitable efforts for Children’s Hope Chest and Team in Training.
520 White Plains Road • Tarrytown, New York 10591
firstname.lastname@example.org • www.mortgagemaster.com
Managing Director, Partner at Altium Wealth Management, LLC
Jim brings 24 years of private client planning experience to Altium Wealth Management, LLC. His greatest strengths lie in his ability to help his clients connect with their true purpose for money, while designing a clear plan and path to having the life they want. To do so, he leads a team of skilled professionals that fully integrates all aspects of a family’s wealth: Insurance & Risk Management, Cash Flow & Retirement Planning, Investment Management, along with Trust & Estate Planning.
Jim’s professional credentials include the Certified Financial Planner ® designation. In 2005 he was selected as one of the Westchester Business Council’s “Rising Stars:40 under 40”. An active community leader, Jim serves as a board member of the Business Council of Westchester, and as a coach in the Greenwich Cal Ripken baseball league.
2500 Westchester Avenue • Purchase, NY 10577
email@example.com • www.AltiumWealth.com
President/CEO of Select Telecom, Inc.
Michael Durante is a telecom industry veteran with over 30 years of experience in designing custom telecommunications solutions for business applications. Under Michael’s leadership, Select Telecom consistently delivers state-of-the-art communications technology that improves productivity while maximizing the client’s bottom line, paired with industry-leading customer service and dependable 24/7 issue resolution. With unmatched expertise in VoIP telephone systems, video security camera surveillance systems, and voice/data cable installations, Select Telecom is ready to assist with all of your business communication needs.
115 Wall Street • Valhalla, NY 10595
firstname.lastname@example.org • www.select-tele.com
Principal, DeAngelis Architectural Services, LLC
Drawing on more than 30 years of experience with diverse architectural projects in the NYC metropolitan region, Gregg brings seasoned judgment and insight to multifaceted projects. His technical expertise and attention to detail, combined with his skills in team management and client relations enables him to lead complex and prominent assignments. DeAngelis Architects’ expertise in healthcare, educational, residential, retail and adaptive reuse projects is enhanced by their longstanding commitment to sustainable design and resilient communities.
Gregg is active in several civic, business and professional organizations. In 2013, he served as the president of the Westchester + Hudson Valley chapter of the American Institute of Architects, and currently serves on the Business Council of Westchester’s Economic Development Leadership Council, the Housing Action Council Board of Directors, and the Village of Mamaroneck’s Industrial Area Redevelopment Committee.
Gregg obtained Bachelor degrees in Architecture and Building Sciences from Rensselaer Polytechnic Institute in 1982.
451 East Boston Post Road • Mamaroneck, NY 10543
email@example.com • www.dasllc.com
President – Communications Counselors LLC
Steve Cony is founder and president of Communications Counselors LLC, an established full service marketing communications resource in Westchester. Clients in a wide variety of categories rely on Communications Counselors for assistance with product and corporate positioning, branding, re-branding and then creation and production of all tools to carry the needed message. Clients remain loyal to the expertise they receive, the competitive pricing and the warm and respectful environment which the firm establishes with consistency. The company lives up to its theme line: Bigger ideas, better results.
One Giglio Court • Croton-on-Hudson, NY 10520
firstname.lastname@example.org • www.biggeridea.com
Senior Vice President, Waldner’s Business Environments
As Senior Vice President of Waldner’s Business Environments, Bill Berne leads a team of innovative thinkers in helping organizations connect their business objectives and culture with their physical space. With three decades of industry experience, Bill has cultivated the ability to help organizations understand the critical importance of leveraging their workplace as a competitive advantage. Waldner’s is a Certified Women’s Business Enterprise providing consultative services, furniture and technology products and support services for wherever work takes place. Waldner’s represents Steelcase and numerous other quality contract manufacturers. Bill and his wife Lori live in Yorktown Heights, and is a current Board member for the March of Dimes.
411 Theodore Fremd Ave • Rye, NY 10580
BBerne@Waldners.com • www.waldners.com