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Financial Services
All Other Industries
Partial List - Financial Clients
Community Banks
Andover Bank
Bay Area Bank
Bremer Financial Corporation
Farmers Citizens Bank - Ohio
Farmers Merchants State Bank, Idaho
First Niagara Bank, New York
Firstar Bank of Minnesota
Fresno Madera Farm Credit*
Harleysville National Bank*
Home Federal - Idaho
Jefferson State Bank - Texas
Sterling Bank, Washington
Large Banks
Bank of America*
Banco Union (Venezuela)
Bank One
Citibank
Compass Bank*
Deposit Guaranty National Bank
EON Bank (Kuala Lumpur)
Federal Home Loan Bank
First Banks
First Premier Bank
First Tennessee Bank*
Meridian Bank
Sun Bank
SunTrust Bank
Union Bank of California
Wells Fargo Bank
Wells Fargo Home Mortgage
Credit Unions/Associations
Alabama Credit Union League
Arlington Virginia Federal Credit Union
California Credit Union League*
Colorado Credit Union League
Credit Union Executives Society
Credit Union Lenders Association (Canada)
Credit Union National Association*
District of Columbia Credit Union League*
FirstMark Credit Union
Mountain America Credit Union
North Island Financial Credit Union*
Numerica Credit Union*
Orange County Teachers Federal Credit Union
Resource One Credit Union
San Antonio Federal Credit Union
San Diego County Credit Union
Santa Clara County Federal Credit Union
Texas Credit Union League
Virginia Credit Union League Marketing Council
Windsor Family Credit Union (Canada)
Bank Associations
American Bankers Association*
America's Community Bankers*
Iowa Bankers Association*
Michigan Bankers Association
Michigan League of Community Banks
New York Bankers Association
Ohio Bankers League
Pennsylvania Bankers Association*
Tennessee Bankers Association*
Texas Bankers Association
Virginia Bankers Association*
Wisconsin Bankers Association
Insurance and Investment
American Family Insurance, Inc.
Association of Financial Marketing Professionals
BRAMCO
Brokerage Unlimited, Inc.
Financial Network*
First Horizon Corp.*
Invest
Investment Centers of America
Jackson National Life*
Legacy Marketing Group*
MarketShare Financial
National Association of Independent Life Brokerage Agencies*
Primevest*
Raymond James
Sumrall & Associates
Westwood Insurance*
Partial
List - General Industries
Air Products and Chemicals
American Family Insurance, Inc.
Arizona Mortgage Bankers
Arizona Mortgage Lenders Association
AT&T
Building Industry Association (BIA)
California State Lottery
Central Power & Light Company
Century 21
Coldwell Banker*
Countrywide Funding
Dataquest
Defense Research Institute (attorneys)
Delaware Medical Group
Department of Veterans Affairs
Dionex
Fantastic Sam's
Farmers Home Administration
First American Title Insurance
FiServ*
Frieda of California
GERS Retail Systems
Greystone Communities
Gulf Power Company
Harding University
Hewlett-Packard Corporation
Hollister-Stier
Jack Henry & Associates
John Paul Mitchell Systems*
LA Times
Land America Transnation
Land Title Association of AZ
McDonald Transit Associates
Mercy Medical Center
Meeting Professionals International*
Mississippi Power Company
National Flag Distributers Association
Novell
Oakwood Corporate Housing
Oracle Corporation
Pacific Monarch Resorts
Pharmacia - Med Doc
PRA Destination Management
Preferred Hotels & Resorts
Press Gainey & Associates*
Prince Hotels
Professional Salon Concepts
Radisson Hotels
Recruiting Staffing and Consulting Association (Australia)
Resumix
Santa Catalina Island Co.
Securities Industies Association
Sharp Health Care
Slidell Memorial Hospital
SmithKline Beecham
Society of Customer Care Professionals (SOCAP)
Society of Human Resource Professionals*
Society Incentive Travel Executives
Starwood Resorts
Symitar Systems*
Tri-Lakes Medical Center
Trompeter Electronics
U.S. West Communications
Virigina State Lottery
Westin Maui Resort & Spa
Whirlpool Corporation
Womens Food Service
*Repeat Clients
The services provided to these organizations have included training,
consulting and/or speaking/facilitating. We gladly provide references
to qualified prospective clients.
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