Guiding Businesses into the Digital Future: centrexIT
Read moreThe show welcomed back sponsor Sean Puckett of Regents Bank. Mr. Puckett introduced us to Regents Bank client, Eric Rockwell, President and CIO of centrexIT. Since the company’s founding in 2002, centrexIT has become a leader in San Diego technology management and IT consulting. In 2010, the San Diego Business Journal named centrexIT as one of the top-100 fastest growing companies in San Diego. They have created the brands buildIT, manageIT, cloudIT, and growIT which are best-in-class technology solutions that are stable, scalable and secure.
Mr. Rockwell is a graduate of the University of California San Diego where he received his undergraduate degree in Computer Science. He has extensive experience in transitioning medical practices to electronic health records with zero percent data loss.
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Listen to a podcast of Sean Puckett and Eric Rockwell’s interview
Shaina Gross, President, and CEO of Susan G. Komen San Diego and Dean Odle, CEO of Cabrillo Credit Union
Listen to Podcast of the Show Shaina Gross, President, CEO Susan G. Komen San Diego In the first segment, Richard and Joe welcome Shaina Gross, President and CEO of Susan G. Komen San Diego to discuss their their “Screens Genes & The Choices We Make” on March 14th hosted by Maria Menounos. On March 14th, Susan G. Komen ...Read moreKerry Witkin, Private Banker, Singer, Songwriter, and Voice-Over Artist
Listen to Podcast of the Show In 1986, after a 12-year credit and management career with Suburban Trust Bank of Maryland, Crocker National Bank, and First Interstate Bank, Kerry Witkin founded The Private Banker, a firm that specializes in budgeting, bill-paying, financial organizing, and daily money management for individuals and small businesses. After years of observing ...Read morePaul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment ...Read moreHelping CPAs Supercharge Their Businesses with Alex Sonkin, CEO of Virtual Family Office Hub
Listen to Podcast of the Show Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long ...Read more
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