President, Rosen & Company, Inc.
Stephen Rosen is the President and CEO of Rosen & Company, an Insurance Agency that consults with clients to effectively utilize insurance and the risk management process to protect ongoing operations effectively thru a highly responsive team oriented approach
• Due- Diligence Services
• Insurance Placement Services
• Loss Mitigation
• Project Management
• Outsourced Risk Management Services
• Insurance Audit Reconciliation Services
145 Bedford Road • Armonk, NY 10504
firstname.lastname@example.org • www.rosen-co.com
Founder & President, J.D. Moschitto & Associates, Inc.
J.D. Moschitto & Associates (JDM) is an Employee Benefit Consulting firm that provides strategic benefits services and products to small and mid-size employers nationwide. The firm is dedicated to delivering the highest level of service, offering innovative solutions that help control costs and improve organizational efficiency. Utilizing time-tested strategies to evaluate and understand each client’s particular concerns and challenges, JDM creates customized benefits programs.
As a business owner with a background in accounting, Joe understands the challenges businesses face to offer a competitive benefits program that attracts and retains top talent. JDM has successfully advised clients to comply with the Affordable Care Act, while managing the ever rising costs of providing health care to its workforce.
222 Bloomingdale Road, Suite 400 • White Plains, NY 10605
email@example.com • www.jdmoschitto.com
Founder & President, DataKey Consulting, LLC
DataKey’s extraordinary team of senior professionals works side by side with CEOs and their Executive Management to build stronger and more profitable companies. DataKey focuses on five key valuation enhancers for your company: Profitability, Growth, Management, Scalable Business Processes, and ensuring Product Uniqueness.
DataKey “Gets it Done & Then Some!” Our Consultants collaborate with your company to achieve exceptional results by providing clarity, co-creating innovative business solutions, and following through on implementation. Drawing from our best observed practices of Global F500 companies, DataKey extracts the top methods and tools and applies them with CEOs of hundreds of mid-sized companies in the local region. Clients are equipped with an endurable competitive edge as DataKey actually turns over the method “keys”– virtually unheard of in the consulting industry.
Ted proudly credits the company’s bold and broad strategic thinking and precise execution for its 90+% client re-engagement rate.
100 South Bedford Road, Ste 340 • Mount Kisco, NY 10549
Ted@datakeyconsulting.com • www.datakeyconsulting.com
Partner, Leason Ellis LLP
Yuval H. Marcus, the chair of the litigation practice at Leason Ellis, is a litigator with 20 years of experience in federal courts throughout the country. He specializes in all types of intellectual property disputes, including litigating copyright, trademark, trade dress, patent, false advertising, domain name and trade secret matters, and has consistently achieved favorable results for his clients. Working closely with his clients, he also offers them practical strategies to strengthen their intellectual property rights and to avoid potential conflicts, and routinely conducts IP due diligence in connection with potential acquisitions and investments.
Yuval has been selected to the New York Metro 2011, 2012, 2013 and 2014 Super Lawyers in the category of Intellectual Property Litigation. A frequent speaker and author, he represents companies from many different industries, including technology, financial services, software, publishing, entertainment, restaurant, hotel, apparel, toy, jewelry, luxury goods, cosmetics and consumer goods.
One Barker Ave, Fifth Floor • White Plains, NY 10601
firstname.lastname@example.org • www.leasonellis.com
President, OLA Consulting Engineers, PC
Patrick Lynch is a licensed Professional Engineer in 28 states, a Certified Energy Manager and a LEED accredited professional, and serves as the President of OLA Consulting Engineers. Established in 1974, OLA provides mechanical, electrical and energy engineering services to commercial, industrial and institutional facilities. The firm focuses on providing energy efficient solutions in facility renovations, retrofits, and new construction projects, including energy audits, utility consumption analysis, and strategic plans for reducing energy usage and costs.
50 Broadway • Hawthorne, New York 10532
email@example.com • www.olace.com
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