Strategic Alliance Partners
Contact: Jon Aughey
Description: BB&T is among the top 10 Banking Institutions in the United States. BB&T prides itself on its Community Banking Model that is firmly rooted in the company’s Vision, Mission, and Values. That Community Banking model provides for all clients, particularly business clients, a true banking relationship. The top 3 topics that we can speak with your group about are: Commercial Banking and Finance, Capital Markets and Fraud prevention within your business.
Contact: Heather Zatik
Description: Centennial Bank provides a wide variety of standard traditional banking products. These products are delivered with a strong emphasis on personalized, relationship-driven service.
Contact: Xiomara Sotolongo
Title: VP, Business Market Leader
Description: Headquartered in Miami, City National Bank (CNB) is the financial institution to which Floridians have turned for more than 70 years. With more than $15 billion in assets, CNB is one of the largest financial institutions based in the state. City National Bank is a subsidiary of Chilean bank, Banco de Credito eInversiones (Bci), and remains a South Florida-based community bank with local decision-making. City National Bank is rated 5 stars “Superior” by BauerFinancial. CNB was voted Best Community Bank, Best Business Bank, Best Bank for Commercial Real Estate, Best Bank for Jumbo Loans, Best Private Bank and Best Foreign National Mortgage Lender by the readers of the Daily Business Review, and named Business of the Year by the South Florida Business Journal. CNB offers a diversified portfolio of financial products and services from Miami-Dade County to Central Florida.
Contact: Ryan Fellman
Title: Sales Associate
Description: The Florida Panthers provide tools for businesses to increase revenue and further relationships. They offer a number of corporate hospitality options, ranging from membership in one of their All-Inclusive Clubs to Luxury Suites on a nightly or annual basis. The Panthers also provide ample meeting space, which is included with any hospitality purchase.
In addition, all EOSOFLO members will receive priority access to all concerts and events at the BB&T Center.
Ryan Fellman, who will be our personal contact, customizes these business tools based on the specific needs of his clients! Most of his clients are focused on four main objectives:
- Client Entertainment
- Employee Retention
- Finding New Business
- Networking with High Net-Worth Individuals
Industry: Business Law / Litigation
Contact: Joey Givner
Title: Founding Partner, CEO
Description: Givner Law Group is a law firm devoted to many types of dispute resolution. We provide our clients with first-rate legal consultation and representation in a variety of practice areas. Our small-firm environment allows for focused, client-centered services. Our lawyers combine the best aspects of big firm litigation experience with the individualized, efficient and client-centered approach of a small firm. Givner Law Group have over a combined 60 years of legal experience honed at three of Miami’s most prestigious law firms
Contact: Scott Weiselberg
Description: Kopelowitz Ostrow Ferguson Weiselberg Gilbert, P.A. is uniquely positioned to provide comprehensive business and personal legal services for the business entrepreneur. As a former EO member, you won’t find another partner who understands the EO organization as well as I do, nor will you find the same type of entrepreneurial spirit in another local firm that serves the tri-county area. Member benefits include:
- Full service business law firm
- Areas of expertise include:
- strategic corporate planning
- corporate transactions
- complex commercial litigation
- asset protection
- labor & employment
- estate planning
- marital and family.
- Available to present on key issues to the chapter or individual forums
- Meeting space available for forum meetings
Industry: Legal – Employment & Labor Law
Contact: Aaron Reed
Description: Littler is a National Employment & Labor Law Firm. With 400 attorneys practicing in 28 offices coast to coast, we are the largest law firm in the United States to represent companies exclusively in employment law and labor relations.The firm was founded in 1942 to represent employers in public and private sector labor issues. Today, approximately 70% of the firm’s attorneys spend a majority of their time defending employers in employment litigation. Littler attorneys also spend a significant amount of time counseling clients on a wide range of day-to-day employee relations matters that arise in the workplace.
Industry: Outsourced CFO
Contact: Anthony Foscolos
Title: Managing Principal – South Florida
Description: Benefits our organization can provide the south Florida EO chapter are as follows (focused for EO members):
– Expert financial and business guidance focused on improving profits, cash flow, and shareholder value.
– Improving the financial reporting process and the effectiveness in understanding your financial statements to help you make more profitable business decisions
– Building, scaling, and supporting the growth of your accounting and financial team.
– Business turnaround assistance and cash flow crisis support.
– Guidance and total support in acquiring new financing (debt and equity). This includes understanding the long term cash flow implications of the new debt (i.e. Is the right amount of debt for the business, analysis – can the business afford debt)
– Long term planning (forecasting, budgeting, growth)
– Preparing your business for an ownership transition (maximizing shareholder value, assisting in due diligence, coordinating the sale/transition process).
Contact: Fernando Jaimes
Title: Account Executive
Description: ScaleFactor leverages technology to help automate the back end of a business’s, payroll, invoicing & taxes while offloading work and optimizing a business’s ability to increase working capital and focus on revenue generating activities.
ScaleFactor is a smart finance software that is changing the way modern businesses operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, we are enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business.
Industry: Business Publication
Contact: Clayton Idle
Title: Managing Director
Description: Reaching over 30,000 top decision makers and influencers in Miami-Dade, Broward and Palm Beach Counties, South Florida Business & Wealth delivers in depth business reporting, with a distinct local perspective, on topics that make a difference to South Florida Business professionals.
Contact: Kevin Preston
Title: Commercial Photographer
Description: South Florida Photo is the official photographer for EO South Florida. We are a well renowned Photographer in the South Florida, providing both corporate and personal photos.
Contact: Scott Quinto
Title: Vice President, Wealth Management
Description: As business owners, every circumstance is different and unique, and special skills are needed to manage your most important asset.
The Twelve90 Group helps businesses in any cycle, from beginning ,start up to growing to mature right up to exit, face the challenges that arise. We’re with you step by step in helping your business, through careful planning reach your intended destination.
At The Twelve90 Group at Morgan Stanley, we are committed to providing objective advice, world-class services and a proactive service model to individuals, families, business and institutions. We seek to accomplish this through building trust and developing strategies to help you protect and grow your wealth for generations.
As our relationship broadens, we hope you’ll come to regard us as trusted stewards, here to help you make informed decisions on any financial challenge you face. We are committed to helping you execute and refine your customized strategy to reflect new priorities, while aligning with your financial goals and established values.
About Twelve90 Group
We are an integrated team of experienced professionals with complementary strengths and a cohesive goals-based outlook. Together, we deliver the personalized experience you would expect from a small investment boutique, supported by the world-class resources of a global powerhouse. We work seamlessly to provide exceptional service, objective guidance and results-driven strategies.
We come to work every day engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your financial goals. We are dedicated to helping you preserve and build your wealth and will work to strengthen your financial security for generations to come.