[Fredslist] Introducing New Gotham Virtual Group Members
Ray Walcott
rayon.walcott at capitalone.com
Tue Jan 26 14:57:17 UTC 2021
Good morning Gothamites – Please allow me to introduce a few of our
founding members of the Gotham Virtual Group.
Feel free to give them the Gotham welcome, have a 1:1 meeting with them and
circulate to new friends and prospects.
*Laura Avital | Owner & Travel Advisor | Mill Brook Travel |laura
<laura at millbrooktravel.com>@millbrooktravel.com
<laura at millbrooktravel.com> | website: millbrooktravel.com
<https://urldefense.com/v3/__http:/millbrooktravel.com__;!!EFVe01R3CjU!N2U5lYnATGJ3obbNOxwQnJp0DQhXjbRw40fTmcyvRrt6-IYwFxA42SIbpTKa9m6i-OiP8Q$>*
Understanding that a vacation is all about the memories created, Laura work
with travelers to help them choose, plan and book a personalized vacation
experience that suits their own travel style. Learn about the new "Book
With Confidence" initiative that offers travelers real-time information
about planning travel in the "new normal".
https://bit.ly/MillBrookTravelDuringCovid
*Kelly A. O’Callaghan| CPA, CITP, CGMA | kelly.ocallaghan at cohnreznick.com
<kelly.ocallaghan at cohnreznick.com> |Partner at CohnReznick |*
Kelly is an experienced CPA, CITP, CGMA., working in public practice. Kelly
has more than 20 years of diversified public accounting experience with a
concentration in auditing, IT audit, and accounting. She is the Firm’s IT
Audit Practice Leader and has extensive experience working with clients to
meet their SOC 1 (System and Organization Controls), SOC 2, and SOC 3
needs. Kelly leads the Hospitality Industry practice in CohnReznick's New
Jersey offices and provides strong leadership for the practice in all audit
and governance areas. She serves the Firm’s larger franchisees and
independent operators and works with emerging growth concepts.
Whether conducting a financial statement audit for your investors or
advising on a complex acquisition — CohnReznick has the right team for you.
Deep institutional knowledge, global perspective, and comprehensive
technical skills enhance their industry-centered solutions.
>From their origins in 1919, an innovative and client-centric culture has
flourished at CohnReznick. They believe that this mindset defines them in
many ways. First, they have an affinity for their clients — they understand
their drive. Second, they recognize leadership — talent shapes the
direction of the Firm. And third, they view their success as a call to
action — a means to improve communities, promote beneficial legislative
policies, and progress the high standards of the accounting profession.
*Eugene Kim | Financial Advisor | Financial Planning Specialist | Morgan
Stanley | Wealth Management | Eugene.J.Kim at morganstanley.com
<Eugene.J.Kim at morganstanley.com>*
Eugene started his career in finance as a proprietary equities trader and
continued growing for nearly a decade, leading up to and through post '08
Financial Crisis, before changing roles and going into consumer banking. In
that role, he specialized and became a business banker.
What gave Eugene the great satisfaction was when he would see the value of
saving his clients time and money by creating tailored solutions so that
they could focus better on running their business and have more time to
truly enjoy what was most important to them—their family, friends, and
passions.
It was also during that critical time where he personally experienced
several life events that eventually brought him to Morgan Stanley—a drastic
career change, marriage, birth of a child, education planning, trust and
estate planning for the elderly, death of a loved one, buying and selling a
home, and much, much more. These types of life events are what most
successful individuals and families experience at one time or another in
their lives.
Eugene’s ultimate goal is for his clients to feel empowered so that they
can truly enjoy life to the fullest, being confident in their decisions,
having a trusted partner for life, and having the ability to tap into a
profoundly deep well of vast resources and knowledge—Morgan Stanley.
*Marc W. Halpert | connect2collaborate |egiving | Your Best Interest LLC |
marchalpert at gmail.com <marchalpert at gmail.com>*
Marc is a self-described “multi-preneur.” Since going out on his own in
2001, he has started 3 companies, two in the electronic payments field (*Your
Best Interest LLC* for profitable firms, and *e-giving* for nonprofits) and
his third company, *connect2collaborate*, where he spreads his LinkedIn
networking evangelism to train and coach others. In all his LinkedIn
training and coaching, he offers professionals (many of whom are
Gothamites!) the opportunity to better explain their brand and positioning
on their LinkedIn profile pages: why them vs. the competition. He has
authored 2 books and 3 online LinkedIn e-courses.
Marc is the Gotham 2009 co-Networker of the Year, has GC’d numerous groups
in CT and NYC, and operates the online dues and meetings payments function
for Gotham and the Gotham Foundation for the past 15 years.
Best Regards,
Ray Walcott
Sr. Business Banker • Business Banking
[image: address] 299 Park Avenue, 14th Floor, New York, NY 10171
718-354-7585
*E-Fax: *888-722-8185
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