P A S T   C L I E N T S

Ad hoc and recent assignments have included:

• Acadia Group (OTC BB), Auburn, Maine-based medical financial and consulting company for physicians and medical service organizations.
• Accredited Home Lenders, San Diego-based nonprime mortgage lender (NASD).
• Allianz Income Management Services, Minneapolis-based wealth income-centric insurer, and a unit of Allianz SE.
• Alon Israel Oil Company, the largest Israel-based fuel company, with a majority interest in Blue Square Ltd. (BSI), the country's leading supermarket chain.
• Berkshire Hills Bancorp (NASD), Pittsfield, MA-based regional bank
• Biogen (NASD), Cambridge, Mass.-based biotechnology firm.
• Boston Private Financial Holdings (NASD) provides banking and investment management services.
• Cargill, Minneapolis-based agribusiness conglomerate and the world’s largest privately-held company.
• Check Cashers Association of New York, representing over 600 licensed check cashers in New York State.
• Community Currency Exchange Association of Illinois, Inc., Chicago, representing over 700 check cashers, who offer convenient financial services and products.
• Cooper Gay, one of the world's largest brokerage firms, the privately-held London-based firm is a Lloyd's broker active in reinsurance, marine and property/casualty insurance.
• Copernicus Interactive is the first full-service Internet portal for the K-12 educational market, based in suburban Chicago.
• Datek Online, on-line brokerage firm.
• Driscoll's Strawberries, California growers.
• Duval & Stachenfeld LLP, New York boutique law firm recognized as the pre-eminent real estate practice in the country. With an office in Los Angeles, the firm also excels in corporate, bankruptcy, litigation, sports and entertainment law.
• EarthRenew Corporation, Calgary, Alberta-based manufacturer of proprietary fertilizers helping increase customer yields and productivity. The private Canadian company’s US operations are in a San Francisco suburb.
• Friedman, Billings, Ramsey & Co. (NYSE), Arlington, VA-based investment bank.
• Hanmi Bank, Los Angeles, the largest Korean-American bank in the US (NASD).
• GE Capital Real Estate, Stamford, Conn., is one of the leading global sources for commercial real estate capital
• HealthExtras Inc. (NASD) offers a comprehensive selection of disability insurance products being sold over the worldwide web. Based in Rockville, Md.
• Investment Advisers, Inc., Minneapolis investment firm and a unit of Lloyds TSB Bank Group, London.
• John B. Collins Associates, Minneapolis-based independent, privately held intermediary providing reinsurance brokerage and other insurance-related services
• Kwelm, London, the world's largest property and casualty insurance insolvency.
• Labor Ready (NASD), Tacoma, Wash. national provider of temporary workers, specializing in manual laborers.
• Life USA Holding, Inc. (NASD), Minneapolis-based financial services holding and marketing company, a unit of Allianz AG, the Munich-based international insurance group.
• London International Group (NASD), London, the world’s leading manufacturer of condoms, medical, specialist and household gloves.
• Madge.web (NASD), European-based Internet services provider.
• Maxcor Financial Group Inc. (NASD), New York and London, acts as a wholesale broker of money market instruments, derivatives and selected fixed income securities.
• MetLife Inc., (NYSE: MET) New York City-based and a leading provider of insurance and financial services.
• Mission Residential, with dual HQ in Oakton, VA and Austin, TX, the real estate investment company owns and operates apartment complexes in the Sunbelt states.
• National Check Cashers Association, Hackensack, N.J.-based trade group representing a $60 billion industry estimated on the aggregate value of checks cashed in the country.
• NationStaff, Inc. , New York City-based executive search firm whose main expertise is in identifying front and back office financial technology staff.
• Neoptx, Inc., Redmond, Wash. plastic lens maker.
• Ovation In-Store, Maspeth, NY-based leader in the digital signage and display space.
• Nippon Life Insurance Company of America, New York, a unit of the Tokyo-based life insurer, the world's second largest.
• Peerless Clothing, Montreal-based men's clothing manufacturer.
• Penn Mutual Life Insurance Company, Philadelphia-based and the nation’s fourth oldest insurer.
• Puget Sound Energy, Washington state's largest and oldest energy utility (NYSE) based in Bellevue.
• Republic National Bank (NYSE), New York City-based private bank, now part of HSBC Holdings.
• RFE Investment Partners, a New Canaan, CT-based private equity investment firm focusing on smaller, middle-market service and manufacturing businesses.
• Safeco, a Fortune 500 property and casualty insurance company (NYSE) based in Seattle.
• Schulman, Ronca & Bucuvalas, Inc. (SRBI) New York City headquartered strategic market research and opinion polling firm.
• Sensytech, Inc. (NASD), a  Newington, VA-based company that designs, develops and manufactures threat warning systems, airborne imaging systems and other special purpose communications equipment serving worldwide markets.
• Soundview Publications, Atlanta-based publisher of The Stellar Stock Report.
• St. Paul Re, among the world’s 14 largest reinsurers and a unit of The St. Paul Companies. Based in New York and London.
• Sunshine Mining & Refining Company (OTC BB), Boise, Idaho-headquartered, it is a major North American silver producer.
• The Gold Institute, Washington, DC international trade association.
• The Pay-O-Matic Corp. (OTC BB), Syosset, NY-based provider of check cashing and armored car services.
• The Principal Financial Group, (NYSE) Des Moines, Iowa, one of the nation’s largest mutual life insurance companies.
• The St. Paul Companies (NYSE), through its subsidiaries, provides property-liability insurance, reinsurance and life insurance products and services worldwide. Headquartered in St. Paul, MN.
• Tritium Card Services, Uniondale, NY collection services firm.
• U.S. Athletics, a Plainview, NY-based marketer and manufacturer of athletic footwear.
• USA Communications, Greensboro, NC-based leader in prepaid, stored value cards for the financial services community.
• Washington Mutual, (NYSE) Seattle, the largest thrift in the U.S.