Tags » Client Services

Luigina Filippone

Title: Director

Company: Garyray Auto

Location: North York, Ont.

Celebrating 21 years in the accounting arena, Luigina Filippone thrives on by continuing to garner success through hard work and business ethic as she directs… 117 more words

Business Development

Nancy Evans

Title: Owner, Designer

Company: Love Speaks, Matt-Lane Art

Location: Inglewood, Calif.

As a designer for the past 42 years, Nancy Evans builds herself around new and existing clients through entrepreneurial endeavor Love Speaks, Matt-Lane Art. 100 more words


Mary Helen Byers

Title: President, Chief Executive Officer

Company: Byers & Associates

Location: Knoxville, Tenn.

Having only owned her nutritional consulting company for seven years, Mary Helen Byers has taken her small business entrepreneurship to souring heights. 139 more words


Sandra Benoit

Title: Senior Policy Analyst

Company: Human Resources and Skills Development Canada

Location: Gatineau, QC

The highlight of Sandra Benoit’s career was when she was recently asked to consider how to offer training more efficiently. 277 more words

Business Administration

Less suggestions, more directions

As I add more proverbial rings to my communications tree, I am discovering that consulting is less about wishy-washy and more about do this or suffer that. 131 more words

Catherine Horan-Walker

Title: Financial Adviser

Location: Monterey, Calif.

After working for the U.S. Department of Defense for six years teaching at the lower schools in a self-contained classroom, Catherine Horan-Walker now serves in her fifth year as financial adviser and a major financial institution. 155 more words


A Seamless Experience: 3 reasons to move from a client portal to a next-generation app

Financial and investment advisors lead busy lives. Dealing with the changing stock market, investment research and opportunities, and client questions can take more time than the advisor has. 469 more words

Client Experience