[Fredslist] Introducing New Gotham Virtual Group Members

[Kelly O'Callaghan]

Looking forward to the Gotham Virtual Group journey!


Kelly O'Callaghan, CPA, CITP, CGMA
Partner
Audit
Tel: 973-618-6221
Fax: 973-403-7978
Kelly.OCallaghan at CohnReznick.com
VCard | Bio

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Sent: January 26, 2021 9:57 AM
To: Freds List <fredslist at gothamnetworking.com>
Cc: Kelly O'Callaghan <Kelly.OCallaghan at CohnReznick.com>; Marc W. Halpert <marchalpert at yourbestinterestonline.com>; Laura Avital, Mill Brook Travel <laura at millbrooktravel.com>; Kim, Eugene <eugene.j.kim at morganstanley.com>; Fred Klein <FKlein at kleinzelman.com>; Nancy Schess <NSchess at kleinzelman.com>; Shelley Simpson Esq. <simpson.shelley at gmail.com>; Brad Scherer <brad at klerer.com>
Subject: Introducing New Gotham Virtual Group Members

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<mailto:laura at millbrooktravel.com>@millbrooktravel.com<mailto: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 [bit.ly]<https://urldefense.proofpoint.com/v2/url?u=https-3A__bit.ly_MillBrookTravelDuringCovid&d=DwMFaQ&c=KBjsDEU3Vkc2kjjEgSLzh51aHDZbCUJnca_9iO4XV0M&r=UxeetHGUlVZ7lwXu7P1VW0pcNS2XkGPpavUr0Y1O3OU&m=x9ol6xVf6KU6XzBX6eHBGLvpA81ixs3EuWcPqF45iA0&s=CvcTGTVzGLc8asStpu2cv5lWOT-r3Q57AigH2DHgkq8&e=>

Kelly A. O’Callaghan| CPA, CITP, CGMA | kelly.ocallaghan at cohnreznick.com<mailto: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<mailto: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<mailto: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,
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Ray Walcott
Sr. Business Banker • Business Banking
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