| Name | Title | Contact Details |
|---|---|---|
Jose Cortina |
Chief Commercial Officer | Profile |
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Greater Iowa Credit Union (GICU) is a member-owned financial cooperative established in June 1932 by a group of Iowa State University employees. It has grown to serve over 36,000 members across a 33-county area in Central and Western Iowa, managing assets between $624 million and $667 million. GICU is federally insured and state-chartered, emphasizing its commitment to the financial well-being of its members and the communities it serves. GICU offers a range of financial services typical of credit unions, including banking services like checking and savings accounts, loans for personal, auto, and business needs, and possibly investment services. The credit union operates nine branch locations in cities such as Ames, Ankeny, and Des Moines, providing localized service. GICU is also dedicated to community engagement, having received recognition as the Best Credit Union in Crawford County and Story County multiple times.
Hal Smith Restaurants is a restaurant management company based in Norman, Oklahoma, founded in 1992 by Hal Smith. The company operates over 80 locations across seven states, featuring a diverse range of dining options from casual to upscale. Annual sales approach $250 million, and the company emphasizes strong customer service and employee training. The company develops, manages, and franchises various restaurant concepts. Its portfolio includes full-service dining options like Charleston’s Restaurant, Red Rock Canyon Grill, and Mahogany Prime Steakhouse. It also features casual and themed concepts such as Ted’s Café Escondido, Louie’s Bar & Grill, The Garage, and Pub W. Hal Smith Restaurants has a history of franchising, having previously managed Outback Steakhouse and On The Border Mexican Cafe franchises. With a focus on community-centric locations, Hal Smith Restaurants continues to expand, including new openings like Neighborhood JA.M. in Oklahoma City planned for Spring 2025. The company is dedicated to culinary excellence and creating memorable dining experiences for a wide range of customers.
Coast2Coast HR, LLC specializes in helping organizations with leadership development, leader coaching, group training, investigations, policy review, handbooks, recruitment services, and working with HR teams to better align them to business expectations. We also work directly with HR departments to help them meet their expectations. Our senior-level team members assess the current state of the department, make recommendations to address concerns, and take action on the approved plan. Once the department meets its goals, we can recruit a replacement if required, and the contract will be complete. Our estimated timelines are 6 to 12 months.
Our approach consists of four primary factors: 1. Provide a personalized experience with every customer interaction. 2. Offer products with inherent value that address unique customer needs. 3. Locally owned and operated. 4. Loans deployed to assist local businesses and residents. Member FDIC. Equal Housing Lender.