| Name | Title | Contact Details |
|---|---|---|
Kaitlin Schmidt |
Vice President, Sales and Business Development | Profile |
Cliff Kendrick |
Senior Vice President, Sales and Business Development | Profile |
Adam Banner |
Director of Supply Chain FPandA | Profile |
Derek Hardy |
Vice President of Finance and Corporate Controller | Profile |
Meyers Brothers Kalicka, P.C. is the largest independently owned and operated CPA firm based in Western Massachusetts. Our services go beyond accounting, auditing, taxation and financial planning to include proactive business strategy. With offices in Holyoke, we serve clients throughout the Pioneer Valley, including Springfield, West Springfield, Chicopee, Holyoke, Northampton, Amherst, Greenfield, Pittsfield and beyond. Our roots are in Western Massachusetts and we have a passion for the businesses, organizations and people of our region. We are approachable, accessible and dedicated to helping you reach your financial and business goals.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members.
Tru Consulting is dedicated to delivering exceptional Anaplan implementation and consulting services with a focus on delivery excellence. What sets us apart is our commitment to an agile, collaborative, and client-centric approach that empowers our clients to achieve their goals and drive measurable strategic impact. By leveraging our deep industry expertise in higher education and public sector, cutting-edge technology, and innovative methodologies, we are able to provide tailored solutions that address our clients most pressing challenges and opportunities. Our goal is not just to deliver projects on time and within budget, but to become a true partner to our clients, and support them as serve their communities, institution, and constituents. Why Tru Consulting? —We have over 350+ years of collective experience working in the higher education and public sector industries. — We bring proprietary modeling frameworks and tried and true approaches tailored to education and public sector connected planning. — We have a proven track record and are 100% referenceable across our 60+ clients. To learn more, visit tru.consulting