[Fredslist] Introducing New Gotham Virtual Group Members

Tue Jan 26 10:49:34 EST 2021

Welcome to a great group. Look forward to working with you all.

On Tue, 26 Jan 2021 at 10:38, Shelley Simpson, Esq <
simpson.shelley at gmail.com> wrote:

> And on we grow! What a fabulous core group - so excited to welcome you
> all. And there's room for more! Who do you know who cannot make it to
> in-person meetings because they do not live in the area?
> A
> C
> T
> US
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> And on we grow! What a fabulous core group - so excited to welcome you
> all.
>
> And there’s room for more! Who do you know who cannot make it to in-person
> meetings because they do not live in the area?
>
> Who do you know who has been looking to join Gotham but cannot find a seat
> in your group and would be open to staying on Zoom post Coronatimes?
>
> And check the calendar - come ride the circuit to join our next meeting on
> February 8th from noon-1:30.
>
> This group is going to be VIRTUALLY AMAZING!
>
>
>
> *Shelley Simpson, JD/Entrepreneur*
> *Business & Personal Development Partner*
> 646-549-7217
>
> *Find out how to reduce systemic inflammation and positively impact your
> overall health …*
>
>
>
>
> On Jan 26, 2021, at 9:57 AM, Ray Walcott <rayon.walcott at capitalone.com>
> wrote:
>
> 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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