 |
|
|
|
Vista Group Members
|
 |
Jack Santaniello is a partner in the corporate, franchise and intellectual property practice groups in the Charlotte office of Shumaker, Loop & Kendrick, LLP.
His principal areas of practice are general corporate and commercial transactional matters, including corporate formation and dissolution, copyright and federal and state trademark matters, as well as franchise, distribution and licensing law.
|
| |
|
 |
Todd Croy is a residential mortgage professional with the Valeo-Croy Team.
The Valeo-Croy team is nationally ranked and they provide services in NC, SC and VA. Todd structures personal, investment and vacation home mortgages to meet his client's financial goals as Mortgage Banker with Cunningham and Company in Charlotte NC.
|
| |
|
 |
Keith Taylor is a Financial Strategist with Centerpoint Associates.
Since 2000, Keith has been working with and educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. His focus is in serving his clients to create comprehensive financial strategies that produce long term results.
|
| |
|
 |
Todd Cummiskey is the managing director of VERCOR, a global business mergers & acquisitions firm.
VERCOR is a securities licensed firm that specializes in assisting business owners in selling, pre-sell planning, and business valuations. VERCOR offers services that were once reserved for large corporations or brokerage houses. Todd’s focus is on understanding his clients' professional and personal end results and how they can be achieved while maintaining the maximum value of the company.
|
| |
|
 |
Fred Baiz is the owner of Boomtown CIO and its parent entity Boomtown Productions, Inc. which he founded in 2007. Since 2002, Fred has built deep and lasting personal and professional relationships, which has made him one of the most successful and relied upon executives in the region.
Boomtown CIO delivers the finest technology solutions to Small and Mid-Size Businesses (SMB) through our model of Fractional CIOwnershipTM, a fixed pricing model which entitles you to leverage the skill of a hands-on enterprise class technical professional whose level of involvement is scaled to fit your needs and budget.
|
| |
|
 |
 Jaylene Moss is a certified public accountant and the owner of Jaylene G. Moss, Ltd., a public accounting firm.
Her firm specializes in small/medium business consulting, tax issues/planning for individuals and businesses, bookkeeping/Quickbooks training, and real estate transactions/issues.
She has been a tax supervisor and manager for firms in Washington DC, Boone NC, and Charlotte NC
|
| |
|
 |
 Blake Narr is a marketing manager with Cherry, Bekaert & Holland, L.L.P. and leads the marketing and business development efforts for the Charlotte office.
Cherry, Bekaert & Holland (CB&H) is one of the largest regional CPA firms headquartered in the Southeast, providing financial and management services to clients that include multinational corporations, private businesses, non-profit organizations, governmental entities and successful individuals. CB&H's service offering includes audit and attest services, tax planning and compliance, estate and succession planning, employee benefit plan audits, and transaction advisory services.
|
|
|
|
|
|
|
|
|
