Roundtable Networking Group Good Referrals

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Roundtable Networking Group

Good Referrals

1 Rev: 1/27/2015

Member Name & Business Good Referral Categories

Jean Baliko

Hidden Revenue Specialist Getting You The Sale

856-629-1065

 Large revenue companies with small staff

 Marketing directors, marketing managers, marketing/advertising/promotions

decision-makers

 Small to medium companies wanting to improve sales through effective

marketing, including results reporting. Services include:

Marketing metric reporting, including marketing goals, appropriate metrics, tracking & reporting

Website audits, including structure, wording & components

Discovering hidden revenue

Barbara Berman Professional Organizer BB’s Clutter Solutions LLC 856-912-0077  Individuals who

Feel overwhelmed & want to save time & money by developing organizing solutions

Are in transition, are downsizing, and/or are chronically disorganized & need an accountability partner to help create personalized organizing solutions

 Small to medium-sized businesses that want to become more productive & efficient

 Groups that would like tailored workshops on any organizing-type subjects

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Roundtable Networking Group

Good Referrals

2 Rev: 1/27/2015

Brian Bonetti, Roundtable Group Web Administrator Web Designer

Graphic Designer

South Jersey Websites 888-529-9736, ext. 701

 Small Businesses who need web and graphic design

 Others in the Internet business who don’t do Web design, including:

 Search engine experts

 Programmers

 Social networking pros

 Public relations

Julie Bellace

BHHS Fox & Roach Realtors

1401 Rt. 70 E, Cherry Hill, NJ 08034

Cell: 856.325.0314

Real Estate is about you, your family and

your goals. You expect a certain style, a

specific process and results. I am

committed to deliver exactly what you

expect, deserve and need through the best

real estate experience you’ll ever have.

- All Residential Real Estate Transactions:

first time buyers, buyers, sellers,

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Roundtable Networking Group

Good Referrals

3 Rev: 1/27/2015

Bev Borton, Roundtable Group Secretary Professional Life & Empowerment Coach

609-744-3789 (cell) 609-654-0697

• Individuals: - Men experiencing divorce who want to feel whole and emotionally healthy

- Professionals deciding whether to stay in or leave their positions

• Teams and Groups: That seek growth through better communication across silos, departments, or members.

Looking for solution-oriented retreats customized for their specific challenges • Businesses: Small business owners seeking

to build their business in a steady, efficient way

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Roundtable Networking Group

Good Referrals

4 Rev: 1/27/2015

Len Elkins

Sign Studio Advisor Artcraft Sign Studio 856-783-8008

 Public officials

 Police & fire chiefs

 Public works

 Park departments

 Professional offices

 All businesses

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Roundtable Networking Group

Good Referrals

5 Rev: 1/27/2015

Thomas Ervin Johnnye Ervin Promotional Products

Accel Promotional Products LLC

856-767-5641

 Business owners / decision-makers

 All businesses / professional offices

 Public relations officers

 Marketing specialists

 Companies expanding or making changes

 All with the goal to increase name recognition / branding

Bobbie Jo Grace Title Insurance Agent

Southern United Title Agency, LLC 856-810-0880

 Real estate agents (residential or commercial)

 Real estate attorneys

 Family law attorneys

 Loan officers (residential or commercial)

 Divorce mediator

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Roundtable Networking Group

Good Referrals

6 Rev: 1/27/2015

Adam M. Kotlar

Attorney: real estate, personal injury, workers’ compensation, estate planning

Law Offices of Adam M. Kotlar 856-751-7676

 Business owners / decision-makers

 Medical care providers

 Insurance agents

 Realtors

 Title company representatives

 Anyone hurt at work or through an accident

 Anyone going through life changes who needs counseling for legal affairs

 Anyone who has not prepared or updated their estate planning documents within the last 2 years

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Roundtable Networking Group

Good Referrals

7 Rev: 1/27/2015

Connie Mantilla, Roundtable Group President Licensed Banker

Wells Fargo

856-616-6818

 Estate planning attorneys

 CPAs

 Realtors

 Person/Business dissatisfied with current bank

 Person/Business experiencing major change (marriage/divorce/growth)

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Roundtable Networking Group

Good Referrals

8 Rev: 1/27/2015

Aaron Nelson Investment Advisor

Evesham Capital Management 856-222-0098  Attorneys  Matrimony  Estate  Personal injury  Accountants  Controllers  CFOs  CPAs  HR people

 Anyone – can refer me!!!!

John O'Hara

Certified Public Accountant 856-546-1005

 Attorneys – general law, family law, elder law

 Real estate sales – new homeowners

 Financial planners

Lorraine Owsiak

Reverse Mortgage Consultant [email protected]

609-280-3788

 Anyone who has a relationship with a home owner aged 62+

 Realtors/ builders

 Attorneys: elder law, estate/trust, family practice

 Financial/ investment planners

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Roundtable Networking Group

Good Referrals

9 Rev: 1/27/2015

Jeremiah Phillips

Owner/Professional Audio Video Solutions

609-760-9234

 Residential & commercial applications

 General contractors

 Office managers in charge of audio/video

 Custom home builders

 Anyone renovating their home

 Looking to upgrade technology in home or office

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Roundtable Networking Group

Good Referrals

10 Rev: 1/27/2015

Rich St. Maur

Consultant & Owner’s Representation Coordinated Project Solutions LLC

609-230-7800

 Owner Managers of Multi-Family Townhome & Apartment rental communities

 Owner Managers of Senior Care

Facilities: Assisted Living & Alzheimer’s Care

 Real Estate Investment firms

 Private Real Estate Investors

 CPA firms specializing in Real Estate Investment clients

Tad Stelmaszyk Connectit IT

856-952-2874

 Companies with branch offices

 Companies needing to update old technology & streamline configurations

 Voice/ Data / Video Cable Installation

Eileen Unger, Roundtable Group Treasurer Emergency Preparedness Advisor

Emergency Preparedness Partnerships

609-704-0266

 Utility companies

 Municipal utilities (water/wastewater authorities)

 Consulting firms that work with utilities but don’t do the same things that we do (engineering, process improvement, etc.)

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Roundtable Networking Group

Good Referrals

11 Rev: 1/27/2015

Roseann Vanella

Professional Divorce/ Family Mediator Advanced Mediation Solutions

856-669-7172

 Families needing Dispute Resolution- Divorce, Pre-Nups, Estate Settlements, Elder Care issues, Post-Divorce Issues, Blended Family issues

 Family law attorneys

 Financial advisors

 Marriage counselors/ therapists