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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.
The Pipeline Group is a prominent provider of outsourced sales development solutions tailored for B2B technology companies. Founded in 2017 by Ken Jisser, the company is headquartered in San Jose, California, and has grown to employ between 300 and 410 people. It has been recognized as one of Americas fastest-growing private companies, ranking #415 by Inc. Magazine in 2020. The company operates on a bootstrapped model, generating revenue through private equity partnerships and customer referrals, with reported revenue of $63 million. The Pipeline Group offers an SDR-as-a-Service model, which includes dedicated remote sales teams for lead generation and pipeline acceleration. Their services are supported by proprietary technology that integrates data services and CRM tools, enhancing outreach efforts. They also provide temp-to-perm solutions to help clients manage SDR attrition and offer managed services such as content creation and campaign execution. The company emphasizes high-quality talent and guarantees outcomes based on activity volume and pipeline quality, supporting over 100 active partnerships with private equity firms and technology innovators.
TAG Restaurant Group (TRG) is a Denver-based restaurant collection founded by Chef Troy Guard. Beginning in 2009 with a continentally-charged restaurant located on Denvers historic Larimer Square, TRG has evolved into a culinary powerhouse, garnering local and national attention as well as many accolades along the way. TRG currently operates four concepts over eleven locations in the Denver metro area, and Houston: Los Chingones (four locations), Guard and Grace Denver and Houston, Bubu (three locations), and HashTAG (est. 2017). TAG Restaurant Group strives to shake up your typical dining by offering immersive culinary experiences deeply rooted in and inspired by Chef Troys life and travels. They are crafted with genuine hospitality in mind and are never shy to produce bold, worldly flavors using local ingredients. More than the sum of their parts, TRGs brands represent a way of life and a celebration of the unexpected. The feeling of an Ohana (Hawaiian word for Family) passionately pursuing culinary excellence is tangible. Here, stories are made, told, and remembered. We operate under one vision. The TAG Restaurant Group is a celebration of the unexpected! We will deliver our guests an inspiring vibe with a memorable experience. Our intense focus will be on impeccable service. We will go above and beyond to pursue culinary excellence and grow the TAG Restaurant Group with our OHANA. Our staff exemplifies our core values: Passion, Imagination, Caring, Courage, Harmony, Humility, and Ownership. We look forward to serving you soon, Bon Appetit!
Accounting 501 (formerly Pery Consulting Group, founded by Rafe Pery) includes a team of 25 consultants with a broad range of experience in the non-profit sector from the day-to-day transactional accounting level up to the CFO level. Accounting 501 works exclusively in the non-profit sector and assists organizations that are experiencing rapid growth or operational challenges such as…a financial crisis, staffing transitions, accounting system clean-up, merger/reorganization, the need to establish and/or fine tune systems, policies, and procedures. At Accounting 501, we specialize in assisting organizations with complex private and public funding sources to maximize grants and contracts and to ensure compliance with grant requirements. We understand the importance of cost allocation as well as cost center reporting as key to meeting the goals of the organization.