| Name | Title | Contact Details |
|---|---|---|
George Philippopoulos |
Legal Counsel | Profile |
Specializing in post-acquisition integration and restructuring, achieving operational excellence, supporting buyers like private equity firms with due diligence and deal dynamics, as well as coaching and development.
The Future Needs a Heritage Heritage Bank of Commerce, founded in 1994, is a community business bank headquartered in San Jose. For over 30 years, HBC has provided a consultative relationship banking approach with clients, offering valuable services to help them achieve their long-term business goals. The Bank combines the classic values of relationship-based, customer-focused community banking, with a forward-looking, strategic approach. Our solution-driven team of experienced, dedicated and innovative bankers, partner with you to find a custom solution that fits your business needs. Our large spectrum of credit and loan products spans from factoring to open lines of credits, cash management solutions to support and leverage your business cash flow, as well as a dedicated HOA Specialty Banking department servicing the HOA community with the latest in banking technology. Bank Focused on People Working with People With over 800 Non-profit organizations spanning a wide variety of industries, we know the intricacy of banking for non-profits. At HBC, we take a strong consultative approach empowering you to make meaningful business decisions that will allow you to have a strong impact in your community. As a conservative three plus billion dollar, publicly traded, 5-Star Bauer Financial rated, FDIC insured bank we check all the traditional boxes for a financial institution. But community banking is much more. HBC is involved on a deeper level with industry, business and community leaders, and is able to leverage this network successfully for our clients business goals. As part of our mission to give back, our relationship managers are required to be active in their community. They serve on boards, are deeply involved with their local business organizations and chambers, and are taking active roles in shaping their business areas. Member FDIC | Equal Housing Lender | NMLS ID# 486849
Ondaro, formerly known as Cask NX, is a business and technology consulting firm based in the USA. Founded in 2004, the company has a team of approximately 51-200 employees. Ondaro focuses on helping organizations enhance their operations and achieve growth through technology-driven solutions. The firm specializes in a variety of services centered around the ServiceNow platform. These include business and technology consulting to optimize operations, the development of ServiceNow-based applications that improve user experiences, and the integration of Generative AI to boost productivity. Ondaro also offers HR service delivery solutions with their product "Cask HR Essentials," which automates HR processes, and provides asset data migration services to facilitate efficient transitions to ServiceNow. Ondaro serves a diverse clientele, including state agencies and global manufacturers, helping them modernize operations and improve efficiency through strategic technology initiatives. The company positions itself as a partner for organizations looking to leverage advanced technology solutions for business transformation.
Wisedocs is an AI powered automation platform that processes and understands medical documents in real time, making it easier for organizations in the insurance industry to evaluate medical claims faster and more accurately. Through Wisedocs, organizations can automatically sort, index, summarize and review messy unstructured medical documents. Our clients today are benefiting from an 85% time reduction and a 55% cost reduction in document reviews.
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.