2014 ICUF PREFERRED VENDORS TA 9/30/14

Transcription

1 2014 ICUF PREFERRED VENDORS TA 9/30/14 Academic Insurance Solutions, LLC Akerman LLP American Student Assistance (SALT) Apogee CapTrust Coalition for College Cost Savings Cotton Commercial Dell Metz Culinary Management Provista SageView Advisory Group SallieMae Seelio Sightlines SunTrust Triumvirate UPS Valic Academic Insurance Solutions, LLC 7853 Gunn Highway, #236 Tampa, FL Academic Insurance Solutions offers comprehensive, cost-effective, insurance solutions to educational institutions and students nationwide. We are a full-service program administrator for Colleges, Universities, K-12 School Districts and Private Secondary Schools. Our team has over 25 years of experience specializing in student insurance and special risk coverage. We are proud to administer the student insurance plans for many ICUF schools including Barry University, Palm Beach Atlantic University, St. Thomas University, Florida Memorial University, Eckerd College and Ringling College of Art and Design. Primary Contact Ms. Angela Black President and Owner (813) ablack@academicinsurancesolutions.com

2 Akerman LLP 420 South Orange Avenue, Suite 1200 Orlando, FL Akerman LLP is a leading transactions and trial law firm with core strength in the financial services industry. With more than 550 lawyers and government affairs professionals and a network of 19 offices, we are ranked among the top 100 law firms in the U.S. by the National Law Journal NLJ 350 (2013). We are intensely focused on innovating pragmatic, customized solutions to our clients most complex legal challenges. Mr. Steve Katz, Partner Steve.katz@akerman.com American Student Assistance (SALT) 100 Cambridge Street, Suite 1600 Boston, MA American Student Assistance is a private nonprofit whose public purpose mission is to empower students and alumni to successfully manage and repay their college loan debt. We do this through a comprehensive money coaching solution, SALT TM that engages this audience and provides financial savvy in ways that really work. SALT TM is a multi-channel, integrated service, combining on-line education and tools with outreach and counseling. Because students are digital natives, ASA enables them, wherever possible, to find the answers and information they need via the web. Through targeted messaging for enrolled students and also through targeted campaigns, ASA reaches out to students to encourage them to (i) develop their financial savviness, (ii) understand the options available for financing higher education and, for those who borrowed student loans, (iii) remain on the right path to repayment of their loans. Our program tracks borrowers through repayment, proactively reaching out to them and assisting where necessary to keep them in good standing. Mr. Douglas Cleary, Manager of Strategic Partnerships 6228 Brookridge Drive Flowery Branch, GA dcleary@asa.org

3 Apogee 715 West 23 rd Street Austin, TX Apogee is the recognized leader in providing high-speed campus residential networks (ResNet) in partnership with higher education communities across the country. Partnering with Apogee to provide a high-speed ResNet allows colleges and universities to enhance their network infrastructure, while offloading the growing volume of administrative responsibilities associated with managing a student network. This partnership allows ITS departments to focus on mission critical tasks, such as growing the enterprise network, and facilitating the development and use of e-learning tools and content. Cortney Overstreet Director of Business Development Southeast 5000 Culbreath Key Way, 1110 Tampa, FL coverstreet@apogee.us CapTrust 4208 Six Forks Road, Suite 1700 Raleigh, NC CAPTRUST is an independent retirement plan advisory firm representing $120 billion in managed assets, ranks fifth largest retirement advisory firm nationally, and provides a range of co-fiduciary services to over (b) plans, and has developed specialized expertise to help sponsors optimize their retirement plans while managing fiduciary risk. Dan DiGiacomo Shaun Eskamani Vice President / Financial Advisor Vice President / Financial Advisor 801 International Parkway, Fifth Floor 4208 Six Forks Road, Suite 1700 Lake Mary, FL Raleigh, NC Phone/ ; Fax/ Phone/ ; Fax Dan.digiacomo@capturstadvisors.com Shaun.eskamani@captrustadvisors.com Jim Strodel Vice President / Financial Advisor 4201 Congress Street, Suite 160 Charlotte, NC Phone/ ; Fax / Jim.strodel@captrustadvisors.com

4 Coalition for College Cost Savings (CCCS) The Coalition supports private, higher education member organizations and their member institutions across the United States. The mission of The Coalition for College Cost Savings is to support Higher Education Member Organizations (HEMO) by creating collaborative opportunities to transform processes, reduce cost, and increase efficiencies for their member colleges and universities. By working cooperatively across geographical boundaries and consolidating their volumes of purchased supplies, equipment and services, higher education member organizations and The Coalition can reduce business operating costs and streamline internal processes for their member institutions. These increased efficiencies will allow member institutions to better serve their students, faculty, and communities and enrich all of private higher education. Harry Goldberg, President Cotton Commercial Full-service disaster recovery and restoration companies with around-the-clock response to provide the expert management, skilled manpower, cutting-edge technology and equipment, operational expertise and innovative capabilities required to handle all aspects of a catastrophic event. Mr. Parker Baker James Scaife Vice President Executive Vice President parkerb@cottonteam.com jamess@cottonteam.com Shane Carey Tres Hurst Vice President Executive Vice President 5370 NW 35th Terrace Fort Lauderdale, FL Shane.carey@cottonteam.com

5 Dell For more than 28 years, our customer-centric approach has empowered countries, communities, customers and people everywhere to use technology to realize their dreams. We deliver technology solutions that help customers do and achieve more, whether they re at home, work, school or anywhere in their world. Ms. Becky Mahon Account Executive Metz Culinary Management 2 Woodland Drive Dallas, PA Metz Culinary Management is a leading provider of food service management in the country. Founded in 1994, our guest-first philosophy has been the cornerstone of our mission since the start. Walk into any facility that says Metz Served Here and you will notice the difference right away. Mr. Jack Brill, Vice President Business Development P) F) C) jbrill@metzcorp.com

6 Provista 220 E. Las Colinas Blvd. Irving, TX Provista, a supply chain improvement company. You ll have access to a comprehensive portfolio of more than 1,000 contracts supporting many areas of your business: Information Technology and Telecommunications; Student Health; Business Products and Services; Facilities Management; Human Resources; Food Service; Scientific Research; Capital and Services. We also provide an accurate view of performance by linking financial, operations and supply chain data, giving you usable information to support your decisions. Through Provista s supply contracting company, Novation, you ll have more than $43 billion in annual purchasing power working on your behalf to command the best prices on superior products and services from some of the nation s top suppliers. Membership is purely voluntary, with no commitments or fees and no long-term direct contracts with suppliers. Primary Contacts : Mr. Tom Ackerman Director of Education and Corporate, Southeast 101 Autumn Glen Lane Holly Springs, NC (919) tackerma@provistaco.com Mr. Mike Schwalm Senior Director (972) mschwalm@provistaco.com

7 SageView Advisory Group 1400 Centrepark Blvd., Suite 770 West Palm Beach, FL SageView is an independent advisory firm for qualified and non-qualified retirement plans. A Plan Adviser Top 5 Firm from 2008 through 2013, SageView has $22 billion in assets under management. Strengths include serving as 403(b) plan advisor, conducting provider searches, serving as a fiduciary and investment selection process for retirement plans. Primary Contacts: Jeffrey M. Petrone, AIF, Managing Director jpetrone@sageviewadvisory.com SallieMae Insurance Services 5080 North 40th Street, Suite 105 Phoenix, AZ Tuition Refund Insurance helps you and your family protect your investment in education by covering up to 100% of tuition and fees lost due to a medical withdrawal or a withdrawal due to a mental health condition. Primary Contacts: Jay Nwamadi Vice President jnwamadi@salliemaeinsurance.com Ms. Laura Dickerson Director of Business Development laura.dickerson@salliemae.com

8 Seelio 330 East Liberty Street, Suite 3F Ann Arbor, MI Service-based educational service and technology company that partners with colleges and universities to prepare students for a meaningful career through the use of rick, multimedia online portfolios. Seelio is embedded in the institution s learning management system (LMS) and enables students to showcase their academic work, projects, learning outcomes and passions. Seelio also impacts institutional brand awareness, enrollment, student learning and career placement. Primary Contacts: Moses Lee Mary Shepard Co-Founder and CEO Vice President, University Partnerships moses@seelio.com mary@seelio.com Sightlines 405 Church Street, Suite 2 Guildford, CT Sightlines gives colleges and universities the independent data and perspective they need to make critical decisions about their most valuable assets --- their facilities. Since 2000, we have compiled the industry s most extensive, verified database, allowing us to analyze and benchmark institutions facilities against universities and colleges across the nation. Sightlines analysis is used by over 400 independent colleges nationwide, including Nova Southeastern University and Eckerd College in Florida. Primary Contacts: Mr. James Ireland Mr. James Kadamus Senior Regional Account Manager Vice President 903 Baldwin Road 405 Church Street, Suite 2 Richmond, VA Guilford, CT James.ireland@sightlines.com jkadamus@sightlines.com

9 SunTrust 200 S. Orange Avenue, SOAB6 Orlando, FL SunTrust Banks, Inc., headquartered in Atlanta, is one of the nation's largest banking organizations, serving a broad range of consumer, commercial, corporate and institutional clients. As of June 30, 2013, SunTrust had total assets of $171.5 billion and total deposits of $127.6 billion. Through its flagship subsidiary, SunTrust Bank, the Company operates an extensive branch and ATM network throughout the high-growth Southeast and Mid-Atlantic states and a full array of technology-based, 24-hour delivery channels. The Company also serves clients in selected markets nationally. Its primary businesses include deposit, credit, trust and investment services. Through its various subsidiaries, the Company provides mortgage banking, asset management, securities brokerage, and capital market services. Primary Contacts: Mr. Brian Orth Commercial Relationship Manager 200 S. Orange Avenue, SOAB6 Orlando, FL brian.orth@suntrust.com Mr. William C. Jones Commercial Relationship Manager 200 S. Orange Avenue, SOAB6 Orlando, FL william.c.jones@suntrust.com Mr. Sterling Harrell Commercial Relationship Manager 200 S. Orange Avenue, SOAB6 Orlando, FL sterling.harrell@suntrust.com

10 Triumvirate 200 Inner Belt Road Somerville, MA Triumvirate Environmental is a full-service environmental firm and is considered a leader in environmental health and safety from New England to the South Atlantic, with locations in Maine, Massachusetts, Connecticut, New York, New Jersey, Maryland, Virginia, North Carolina, and Florida. Distinguished by our long-term partnership philosophy, we provide tailored environmental services to life sciences, healthcare, higher education, and industrial clients. Mr. Jim Green Vice President, South East Region 3701 SW 47 Ave., Suite 109 Davie FL JGreen@triumvirate.com Mr. Matthew Iovanni Director of Corporate Strategy MIovanni@triumvirate.com UPS 8870 Boggy Creek Road, Suite 500 Orlando, FL UPS Services and Technology Solutions help college and university customers to streamline processes and improve efficiency related to shipment preparation, visibility, cost allocation, and bill reconciliation that enables them to save time, cut costs, be more sustainable, and get more done. UPS serves more than 220 countries and territories worldwide. Mr. Dan Ruggiero, Marketing Manager druggiero@ups.com

11 Valic VALIC has more than half a century of experience helping Americans plan for and enjoy a secure retirement. We provide real solutions for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs. VALIC products are built on deep market knowledge. Together we can help you live retirement on your terms. Paul Fields Vice President, Relationship Management 580 Village Blvd, Suite 160 West Palm Beach, FL office cell Paul.fields@valic.com