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Advertising, Marketing & PR
Diane Devaney
Devaney & Associates, Inc is a boutique agency that delivers big marketing results any way you want to measure them. Page views. Click-throughs. Social media love. Product sales. Event attendance. Media mentions. And, of course, good, old-fashioned dollars and cents. They do this by building awesome client relationships, always leading with strategy, executing brilliantly, and by continually measuring results and optimizing to help you become an unstoppable brand.
"Marketing with brains, hustle and hear"
410-296-0800 (o)
410-404-4642 (c)
ddevaney@devaney.net
devaney.net
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ASSET & WEALTH MANAGEMENT FIRM
ANABEL QUINTERO
MV FINANCIAL MV Financial offers a broad range of investment and advisory services to institutional clients, and private investors. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals and family offices. No matter how difficult the investment challenge, we bring our insight and guidance to serve your specific needs and goals. We understand the complexities of today’s markets and the need for an agile, proactive approach. Our specialties range from institutional asset management and personal wealth planning to employee benefit advisory services and pension & retirement plan management. Our investment team is highly experienced and client focused. We start by getting to know you: your unique objectives, tolerance for risk, and special circumstances. Then we capitalize on our research, distilling our best thinking into practical, custom-tailored strategies.
"Innovative Thinking + Smart Strategies"
301-656-6545
aquintero@mvfinancial.com
www.mvfinancial.com
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BANKING
Dave West
Capital Bank
"I Bring the Bank to You"
240-778-4882 (c)
dwest@capitalbankmd.com
www.capitalbankmd.com
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Bookkeeping - Accounting
AJ Mitchell
Supporting Strategies We do the day-to-day bookkeeping accounting work for our clients and provide the financial insights and back office support they need with the overhead they don’t.
240-748-1405 (o)
240-252-0136 (c)
amitchell@supportingstrategies.com
www.supportingstrategies.com
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Coaching/ Recruiting
Sonja Der
Bridge Performance Coaching (BPC) partners with small business owners to assess staffing performance issues. BPC provides strategic, customized solutions to all staffing headaches while coaching business owners and candidates throughout the process to best guarantee success. Ensuring you have the best people in the appropriate seats, to fit your culture, is her specialty. When I refer someone to Sonja, she will apply a 5% discount to first-time recruiting or coaching contracts. I have asked Sonja to reach out to you for a free consultation to discuss how she may be of service to your business. If you would like to contact Sonja in the meantime, her contact information is below. I hope you’ll consider having her help you Bridge the Gap Between What Is and What Could Be!
301-661-2283
sonjader@coachcruiting.com
bridgeperformancecoaching.net
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COMMERCIAL FURNISHINGS
Charlie Atwell
Washington Workplace - Charlie Atwell (Charles H. Atwell) VP Sales. We are capable, caring people who create and sell high-functioning work environments. The well-being of our clients is our guiding force as we seek ways and solutions to make their world better. We achieve this initiative by supporting their workplaces with design, services, products, people and ideas that will make a difference. We address these challenges because they are, for us, opportunities to make positive change in our world. This is what we promise to deliver to our clients and in doing so, we hope to help our clients make their own contributions to a more just, equitable and sustainable world.
"Charlie Atwell – Experience, Knowledge, Compassion!”
301-661-9591 (o)
(703) 995-7281 (c)
catwell@washingtonworkplace.com
www.washingtonworkplace.com
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Commercial Real Estate
Matt O’Connell
Donohoe Real Estate Services is a full service commercial real estate enterprise serving the entire Washington and Baltimore Metro markets.
Matt O’Connell has been with Donohoe Real Estate Services since December, 2006, and brings with him more than thirty (30) years of experience. During his career he has represented institutional and private Landlords throughout the Washington Metropolitan area, as well as representing a wide variety of Tenants both locally and regionally, as well as the aforementioned Landlord accomplishments.
In addition to specialties that include market and feasibility studies, financial analysis and lease negotiation, Mr. O’Connell has approximately ten (10) years of commercial property management experience with Trizec; JBG; and New Brunswick Development Corporation where he oversaw portfolios that included both private and public sector tenants.
Specialties: Landlord Rep (Office), Tenant Rep (Office), Tenant Rep (Flex), Landlord Rep (Retail), Landlord Rep (Flex), Landlord Rep (Land), Investment Sales Broker
301-614-8891 (o)
202-531-4629 (c)
matto@donohoe.com
www.donohoe.com/
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Health and Employee Benefits
Paul L. Younkins
TriBridge Partners TriBridge Partners, founded in 2012, is a regional, full-service health and employee benefits firm. TriBridge specializes in the design and support of affordable and comprehensive health and benefit programs that employees love. Employers and employees enjoy a high-touch experience with TriBridge and a custom approach to each unique use case. Through strategic planning, employers and their staff are able to compare their programs to their peers, identify any excess fees or costs, and turn low-performing plans into high performing plans that attract and engage excellent talent.
301-661-7285(c)
paul.younkins@tribridgepartners.com
www.tribridgepartners.com
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INSURANCE (LIFE, LTC, DISABILITY)
DAN BORTEN, SVP (DC, MD, VA)
PINNACLE INSURANCE & FINANCIAL SERVICES Pinnacle IFS is a Jacksonville, FL based Brokerage General Agency (BGA). It was founded by insurance industry veterans who recognized the changing landscape of insurance distribution. Virtually every insurance company has demutualized and eliminated their career agency system over the past three decades. That means insurance is now distributed by other financial professionals like Financial Advisors and Wealth Managers, who largely focus on investments and don’t have the necessary expertise to fully advise on insurance.
Pinnacle partners with these financial professionals (B2B) and also sells directly to individual (B2C) and businesses (B2B), from a totally independent, consultative perspective. Staffed with resources in all phases of Case Design, Advanced Markets, Case Management, Licensing/Contracting and Underwriting, Pinnacle and our 30+ insurance company partners present the best product solutions to meet a variety of insurance needs for: Family Risk Management, Wealth Transfer/Estate Planning, Business Planning, and Retirement Planning. APC_PartnerTogether_DanBorten_Digital.pdf
301-938-8523 (c)
dan.borten@pinnacleifs.com
www.pinnacleifs.com
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Legal
Jim Ries
Offit Kurman is a dynamic full-service law firm assisting clients throughout the Mid-Atlantic region. Our attorneys are trusted legal advisors who help maximize and protect business value and personal wealth. We offer rates consistent with those of firms that handle comparable legal matters, and we are dedicated to offering you the legal services you need in the most productive and cost-effective manner. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner.
"Offit Kurman - The Better Way to protect your business, your assets and your family."
410-733-6133 (c)
Jries@offitkurman.com
www.offitkurman.com
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Mortgage Lending
Dan Caplan / MARKET LEADER
Geneva Financial, LLC Dan Caplan is an accomplished residential mortgage lender, branch manager and market leader with over 40 years of lending and public accounting experience (good for those “tough income” borrowers). During his career he has originated more than half a billion dollars in mortgages. His experience has included regular guest appearances on WUSA-Chanel 9 TV News as an authority on the state of residential financing, interest rates, and the local economy. Dan is the immediate past Chairperson of the Montgomery County Executive’s Advisory Committee on Consumer Protection, and a past president of the Promenade Towers Mutual Housing Corporation. He has served on the Advisory Board of a local community bank, is an instructor for Housing & Community Initiatives which contracts with Montgomery County to teach the county’s first-time home buyer classes. He does extensive volunteer work within the community and is the proud father of 2 adult children.
"Dan Dan Your Mortgage Man.”
301-530-4411 (c)
Dan@dandanmymortgageman.com
www.genevafi.com/daniel-caplan
NMLS #188678 |
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OFFICE EQUIPMENT & TECHNOLOGY
MARK DIRLAM
Digital Office Products, a Nauticon company is local to Montgomery County. Mark has a BS in Marketing from Univ. of Maryland College Park and an MBA in Management from Johns Hopkins University. He has been working with organizations and their office technology in the DMV since 1991 and with the same company since 2002.
Nauticon Office Solutions has been serving the needs of DC area businesses since 1997. We are a locally owned and operated CUSTOMER SERVICE organization specializing in office equipment (Toshiba, Xerox, Lexmark & HP) and Managed IT support. Our Mission Statement is “Service First”, and it shows with 97.8% Net promoter Score.
Each year we actively support our community benefitting dozens of local organizations and serving thousands of residents. If you are looking for a partner that can upgrade your office technology and reduce costs, Mark Dirlam and Nauticon Office Solutions can make it happen
"We are a Partner, not a Vendor, and I Make it Easy."
703-564-1369 Direct | 301-279-0123 (Main) (o)
240-364-4523 (m)
mdirlam@nauticon.com
www.nauticon.com |
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OFFICE SUPPLIES / COFFEE SERVICE
LISA HACKETT
RUDOLPH'S OFFICE & COMPUTER SUPPLY Lisa is a Senior Account Rep with Rudolph's Office & Computer Supply. Her company is a locally based company and one of the largest women owned and operated Office Supply, Coffee Service and Promotional Products companies in the country. Rudolph’s has been in business for over 35 years. When you buy from Rudolph’s you are supporting a local business, for every dollar you spend with them seventy-two cents stays in the community. Lisa is customer service driven and offers her referrals from MasterMind PD a 10% savings – guaranteed!
"MORE CARE / LESS COST"
301-461-4557 (c)
301-461-1489 (o)
lhackett@rudolphsupply.com
www.rudolphsupply.com |
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Outsourced/Fractional VP of Sales and Advisor
Matt Harvill
Patapsco Business Solutions, powered by Sales Xceleration, provides fractional sales leadership to help business owners get their sales back on track. We build the sales engine for the company - creating the sales plan, implementing the tools and process, and hiring the sales team to generate revenue growth. Services include assessments on existing sales efforts, sales plans, sales leadership training/certification and sales recruiting. As an outsourced, fractional VP of Sales, we also provide leadership and accountability for the company while ultimately hiring a full-time replacement.
"Hands on sales leadership to deliver record breaking sales growth."
410-963-8486 (o)
410-963-8486 (c)
mharvill@salesxceleration.com
salesxceleration.bullseyelocations.com |
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PAYROLL & BOOKKEEPING
STEVEN SUISSA
SHS Services, LLC SHS was founded in 2002 to serve the small and mid-sized business community by providing competitively priced, service based payroll and bookkeeping services. SHS provides the latest technology with online access for employers and employees as well as the security of knowing that tax impounds are secured and backed by SHS’s $50million bond.
"Local service, national reach!"
301-701-0930 (c)
301-467-6968 (o)
steven@shsservices.com |
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Promotional Products / Awards
Rob Silk
Summit Group Rob is Senior Account Executive at Summit Group with over 30 years’ experience in the print and promotional products industries. For over twenty years, Rob owned his own company before deciding to join Summit Group in 2014. Summit Group stands out in three areas: Branded Merchandise (promotional products), Awards & Recognition Programs and Marketing Communications. For nearly 50 years, Summit Group has developed tremendous relationships with our clients, our suppliers, and fellow business partners in the industry. This pooling of all of our resources enables us to take advantage of $250 million dollar in sales, with our Summit Group sales alone totaling nearly $75 million dollars. Our clients directly benefit with savings, faster responses, technology advances and more perks that go hand in hand with our 50 years of experience. We are a family owned business and that conveys an attitude of respect and appreciation with everyone that we work with. Summit Group is proud of that.
"Power of Three. Promotions, Recognition and Marketing Communications.”
240-491-5283 (o)
301-503-9272 (c)
rob.silk@summitmg.com
www.summitmg.com
Summit Holiday Guide |
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Public Accounting Firm - CPAs and Consultants
Scott Rodgville
GorfineSchillerGardyn (GSG) For more than 90 years, GSG has served clients wherever they need. With clients largely in the mid-Atlantic to Northeast regions in industries ranging from Real Estate to Nursing Care to nonprofit organizations, government contractors and employee benefit plans and more, our assurance, tax and small business services are built on strong relationships.
"Expertise you can trust. The service you deserve.”
410-517-6829 (o)
410-294-2906 (c)
rodgville@gsg-cpa.com
www.gsg-cpa.com |
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WATER COOLERS
SUSAN BIERLY
IMC WATER COOLERS IMC Water Coolers has been serving the DC Metro area since 1988. We are a woman-owned company that sells, leases and services Bottle Less Water Coolers, Hydration Stations, Mobile Water Refill Stations and Filtration. All of IMC's products are Bottle-Free! The advantages to that are no bottles to order, store, clean or change. In addition, the water quality is superior and we help companies Go Green by eliminating plastic bottles! Lastly, if we cannot save you money, we will not ask for your business! Mention you saw us on the MasterMind PD website and receive free standard installation. As we like to say, "Go Green, Save Green, Go Bottle-Less!"
"If we can't save you money, we will not ask for your business."
301-972-7115 (o)
301-518-5984 (c)
susan@imcwater.com
www.imcwater.com |
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