CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year
Press Release HEATHROW/MERRITT ISLAND, Fla., March 7, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, recently announced that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s prestigious…
PPT Solutions Announces the Launch of Opptima Operating Model
Press Release Innovative model merges leading contact center operations practices and management services into a client-centric delivery solution. TULSA, Okla., – PPT Solutions, a premier provider of customer experience and business optimization solutions to many of the world’s leading brands, announced today the launch of…
PPT Solutions Announces Addition of Melissa Riner as Senior Implementation Manager
Press Release TULSA, Okla., April 11, 2019 – PPT Solutions, a premier provider of client-centric, performance-based customer experience and business optimization solutions, recently announced the appointment of Melissa Riner as Senior Implementation Manager. A senior manager with broad information technology, customer experience, IVR and self-service design/delivery experience, Riner joins the company…
CrossleyShear Wealth Management’s Evan Shear Recognized as an NFL Players Association Registered Financial Advisor
Press Release Recognition follows recent launch of the practice’s CSsports division HEATHROW/MERRITT ISLAND, Fla., March 14, 2019 – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James,…
PPT Solutions Bolsters Consulting Team With Addition of Ted Cart
Press Release TULSA, Okla., March 7, 2019 – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, recently announced the appointment of Ted Cart as Principal Consultant. With extensive business operations and contact center architecture experience, Cart brings over twenty-five years…
CrossleyShear Wealth Management Launches CSsports
New division dedicated to serving the unique financial needs of sports professionals HEATHROW, MERRITT ISLAND, Fla., February 5, 2019 – CrossleyShear Wealth Management (CrossleyShear), one of the nation’s leading financial planning and wealth management practices, announced today the launch of CSsports. As a new division of the…
PPT Solutions Expands Executive Team
Press Release Customer Experience and Business Solutions Leader Appoints John Smiley as Vice President of Enterprise Solutions TULSA, Okla., August 27, 2018 – PPT Solutions, a premier provider of client-centric, performance-based customer experience and business optimization solutions, announced today the addition of customer experience and…
PPT Solutions Named to 2018 Inc. 5000 List of Fastest-Growing Companies in America
Press ReleaseTULSA, Okla., August 15, 2018 – Inc. magazine announced today that PPT Solutions (LLC), a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, was named on its 37th annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private…
PPT Solutions Recognized as a Great Place to Work
Press Release TULSA, Okla., July 18, 2018 – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, announced today it was certified as a great workplace by the independent analysts at Great Place to Work®. PPT Solutions earned this credential…
CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort
Press Release HEATHROW, Fla., June 29, 2018 –CrossleyShear Wealth Management (CrossleyShear), a team of advisors who offer premier financial planning and wealth management services, officially announced today the completion of a corporate-wide rebranding effort. The launch is the culmination of a fourteen-month project dedicated to…