Loreen Gilbert of Wealthwise Financial Services and our President Elect has been named a 2012 Five Star Wealth Manager. This level of excellence is achieved by fewer than 7 percent of the wealth managers in our area. Loreen’s selection is the result of a rigorous research process that included a regulatory and consumer complaint review and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. Loreen is being recognized by the largest and most widely published wealth manager award program in North America. Congratulations Loreen!
Dora Lanza of Plethora Businesses started the year off with a bang by closing one of Plethora’s largest transactions. Dora has been elected as the first woman to serve on the board of directors for The M&A Source, an association of M&A Intermediaries. Dora, who holds nearly every accreditation in her industry, recently co-wrote a sellout course, “The M&A Auction Process”, explaining the various facets to selling multi-million dollar businesses. Congratulations Dora!
Julie Diebolt Price, President of JDP Photography, recently sold 500 Groupons for her Basic Digital Camera classes. That translates to 500 new clients/students to be trained over the next seven months in the workings of their digital point & shoot and DSLR cameras. In addition to Julie’s corporate and solo entrepreneur photography client base, she gets significant pleasure teaching the novice and amateur how to use more than just the “auto” setting on their camera. Congratulations Julie!
Kathy Dawson of Dawson and Dawson just landed an exclusive account for a quarter of a million dollars in revenue, hired 2 new people who are industry leaders to work inside her firm, partnered with NAWBO-OC President Maureen Rhyne, to offer a full range of Assessments to clients, and increased sales year on year by 230%! Congratulations Kathy!
Janaille Golledge, Magnum Mechanical, Inc a heating & air conditioning construction company, is a brand new member of NAWBO. Janaille is pleased to announce that on January 26, 2012 her company, MAGNUM MECHANICAL, INC. has been awarded the EDWOSB CERTIFICATION (Economically Disadvantage Women Owned Small Business). Janaille is very excited to explore the many opportunities that will become available to her company and her employees because of this. Janaille joined NAWBO after attending the New Member Orientation , signed up for mentoring the next day and has been connecting all over the place!! Congratulations Janaille!
Kimberly Schramm, Like a Boomerang! Marketing Strategies, was chosen as the Volunteer of the Month by the Orange County American Marketing Association for her role in launching their new Member Newsletter. Congratulations Kimberly.