We’re pleased to announce the joining of Robyn Limmer to support the growth of the business and staff. The business was founded on the premise of being nimble and tailoring its services to clients, whilst providing a home for talented individuals. This strategy has allowed us to grow to 11 staff since November with further additions over the coming months. The addition of Robyn Limmer is a significant milestone for the firm in providing decades worth of business acumen and a deep source of knowledge, with her experience in the market spanning nearly 40 years. In addition to Robyn, Adam Lamb has joined as a Manager in the core high-net-worth offering and Hardik Panchal has joined as an Associate.
Ostberg Sinclair & Co’s Post
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Thrilled to share True North 360's recognition on Forbes I SHOOK Best-In-State Wealth Management Teams. "Leadership consists of nothing but taking responsibility for everything that goes wrong and giving your subordinates [teammates] credit for everything that goes well" - Eisenhower It has been through collaboration, trust and a shared commitment to excellence that our team, alongside our remarkable clients, built countless life long memories and continue accomplishing life long goals. Working beside our clients, we have found that we have to believe in you when no one else does. To our entrepreneur, executive and GP clients, we wholeheartedly believe in you. Sharing this recognition with everyone is more than just a celebration, it's a testament to the partnerships we've built and the journey's we've undertaken together with our clients. Our team likes to say, if it is important to you, it is entirely important to us. As we celebrate the acknowledgment, we extend our deepest appreciation to our clients, the stories we've written together, and the many more waiting to unfold. Our team has been together for over 25 years, and is led by 4 family members and a brilliant group of colleagues who teach me something everyday. Our mission statement, values, team outings and overall camaraderie clearly carry forward into the work we accomplish with our clients. Thank you, Forbes, for acknowledging the power of collaboration! Thank you for the friendship RJ and the whole Shook team. Kathleen Entwistle, CFP®, CDFA® Sarah Entwistle Christine Sneyer Simona Bagwill Paige Hurley Caroline O'Connor @Julie Haskell And the countless partners inside and outside the corridors of Morgan Stanley. [Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://lnkd.in/eCM-_pGT)] https://lnkd.in/eHa28nvd #TeamSuccess #ForbesRecogntion #ClientPartnerships #CollaborativeSuccess
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Founder - Selfless Fiji Securities Consultant- ANZ Bank Fiji Board Member - FENC Fiji
Such a great insight.
Over the past month Ella Grainger, ANZ #graduate, has shadowed me on some engagements to see what a CEO’s typical day and week looks like. When I was younger, never in my wildest dreams did I think I’d become a CEO. I was glad to share some insights with Ella, who is at the opposite end of her career and just starting out. One of the things I love most about my role is the variety of what I do in any given week, whether internal team meetings or getting out on the road to visit our wonderful customers. Thanks Ella, I had a lot of fun. You can watch the video below to hear what Ella thought. #banking #finance #CEO
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See how The O'Connor Group can help grow your organization with high level talent, while doing so in a cost efficient way!
Are you ready to unlock substantial savings and amplify your success? At The O'Connor Group, we're more than consultants – we're partners in our client's growth journey. 🌐🚀 Thank you for entrusting us with your HR and talent needs. Check out our impressive recruiting ROI figures and let us build your talent process! Marcia Zaruba O'Connor Meghan Popoleo (Sherry) Amanda Haugh Tiffany R. Barbara Rader Katie Perry Ashley Seiler Amy Cobb Nicole Hudson, CPA Kat Kelly Christina Gray Charlie Wessel Melissa Moneuse Erin (Worrall) Bastidas Jennifer Finnerty, CDR Mackenzie Gallagher Rebecca Weaver, SPHR Julia Carminati Kendra M. Anna Politi, MBA, CDR, CSMR Beth Zech Brittany Benito Beth Brower Chapel Guarnieri Doug Jakiela Erica N. Montagna Vincent A. Abbott II, MBA, SHRM-CP Jared Seltzer Jonathan Khalili Kennedy Dahl Kate Cavar Lee Liz Thomas Jessica OSoro Patricia Sigler Reagan Wheeler Taylor Weitzman Mackenzie Ueberroth #tocgrp #clientsuccess #TalentAcquisitionWins #ROI
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Helping Solve Your Talent Problems | Data Nerd | College Football Fanatic | Military Spouse
Our talent acquisition process provides our clients with the quality they need while providing substantial cost savings at the same time. Yes, it's possible to have both! How we can help your organization attract and retain talent? #recruiting #humanresources #costsavings #tocgrp
Are you ready to unlock substantial savings and amplify your success? At The O'Connor Group, we're more than consultants – we're partners in our client's growth journey. 🌐🚀 Thank you for entrusting us with your HR and talent needs. Check out our impressive recruiting ROI figures and let us build your talent process! Marcia Zaruba O'Connor Meghan Popoleo (Sherry) Amanda Haugh Tiffany R. Barbara Rader Katie Perry Ashley Seiler Amy Cobb Nicole Hudson, CPA Kat Kelly Christina Gray Charlie Wessel Melissa Moneuse Erin (Worrall) Bastidas Jennifer Finnerty, CDR Mackenzie Gallagher Rebecca Weaver, SPHR Julia Carminati Kendra M. Anna Politi, MBA, CDR, CSMR Beth Zech Brittany Benito Beth Brower Chapel Guarnieri Doug Jakiela Erica N. Montagna Vincent A. Abbott II, MBA, SHRM-CP Jared Seltzer Jonathan Khalili Kennedy Dahl Kate Cavar Lee Liz Thomas Jessica OSoro Patricia Sigler Reagan Wheeler Taylor Weitzman Mackenzie Ueberroth #tocgrp #clientsuccess #TalentAcquisitionWins #ROI
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We recently welcomed two new team members to the firm, Mark Bushnell, CPA, Manager, and Kristy Ferraro, CPA, MT, Senior Manager. Read more about their background and roles here: https://hubs.ly/Q02ht2JD0, and help us congratulate them on their new roles in the comments below!
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Simply honest and detailed-oriented, making your transactions seamless and your experience exceptional.
They say you do business with those who you trust. Trust is what holds those business relationships together. #berkshirehathaway A Name You Can Trust. #TeamAnavah Simply Honest And Detailed-Oriented #seamlesstransactions #exceptionalexperiences #referrals
We again extend our congratulations to our parent company Berkshire Hathaway Inc. for securing the #4 spot in Fortune’s 2024 list of the World’s Most Admired Companies—for the second year in a row. 🥳🙌 #BerkshireHathaway #BHHS #BHHSRealEstate #ForeverBrand
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In the words of the legendary Helen Keller, 'Alone we can do so little; together we can do so much.' 💡 This powerful sentiment echoes our belief at Paragon Consulting Partners that collaboration is the cornerstone of success. Let's unite in our pursuit of excellence and make the incredible happen. 🤝 #InspirationalQuotes #HelenKeller #Teamwork #Excellence #riskadvisory #ESGAdvisory #ParagonConsultingPartners #RiskExcellence #ESGAssurance #ESGReporting
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Growth... 🚀 A growth environment is an exciting place to be in life, both personally and professionally. I am grateful to be part of a team that strives to improve every day, and last week was a testament to our drive. We are just getting started! If you are looking to grow your B2B company, we have the playbook, and happy to talk about our strategy and approach. #B2Bmarketing #salesgrowth #letsgo
We are thrilled to announce that Grey Matter has been recognized as one of the 55 fastest-growing companies in the Cincinnati region for the second consecutive year! The Fast 55 Award highlights our continuous growth and resilience year over year. Our success is a testament to every team member’s unwavering commitment and tireless efforts. Congratulations to the entire Grey Matter team for their exceptional work this year. Thank you to the Cincinnati Business Courier for hosting a great event and recognizing our team’s success among the other recipients. Here’s to another year of growth and achievement!
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🌟 TOP 3 REASONS WE JOINED REA⅃ 🌟 1️⃣ Collaborative Culture: Building together fosters growth and innovation, sparking endless possibilities. 2️⃣ Business & Wealth Opportunities:Turning aspirations into lucrative realities, one opportunity at a time. 3️⃣ Ability to expand nationally: From local to global, taking our endeavors to new heights across borders. Choosing Real wasn't just a decision; it was the inevitable path to success. Ready to take the leap? DM me. Let's make BIG moves together. 🤝 #thenussbaumteam #onereal #realbrokerllc #jerseyshorerealestate #realbrokerage
Youngstein & Gould
3wCongratulations to Linus and Gus on a real coup. There's no one I'd rather work with than Robyn.