# tblProfiles

QuickMemo:
Phone disconnected; filed chapter 7, 9/29/16


LostReason:
Company affiliated with Members CU several years ago


Company:
Children's Home Society of North Carolina


QuickMemo:
Marketing firm owned by Javier Lara, who owns Carport Central.


LostReason:
Company failed to provide an answer. Did not return calls.


LostReason:
Staff pleased with services provided by their corporate credit union in Ohio


LostReason:
Headquarters in RTP. Have a credit union. Local employees not interested.


QuickMemo:
They have 3 other locations. See info in Note Pad.


QuickMemo:
Corporate HQ:
1701 Magda Dr.
Montpelier, OH 43543


LostReason:
Employees feel that they do not earn enough to save $ in a credit union.


LostReason:
Ill-Will when owner applied for a loan. Will not consider.


QuickMemo:
Kirk's cell phone # (336) 972-2643. Affiliated w/ Truliant FCU.


BusinessDescription:
Manufacturing and sale of wooden pallets


QuickMemo:
Dr. Arie Mantin and wife, Dr. Jennifer Armstrong + 3 staff


Company:
Clemmons Village Assisted Living Community

LostReason:
HR Mgr. Said they are too busy to consider at this time.


BusinessDescription:
Do clinical research for pharmaceutical companies who are involved in trials.

Company:
Clinical Trial Management Services, Inc.

QuickMemo:
Barbara Smith is payroll contact (fax) 423-968-3567.
NOTE:  Rodney Hill directs W-S office, 774-8511


QuickMemo:
Debbie is also payroll contact.  Call before faxing payroll since fax is used by everyone. Toll free#:800-638-5577


QuickMemo:
This is the headquaters for the company. They have 4 other offices: Burlington, Greensboro, High Point and Kernersville.

Advance#998-1175( Tina Magi);
Stratford rd.#761-5906


LostReason:
Company has a business acct at Summit CU


LostReason:
Company has been affiliated with AT&T for some time.


BusinessDescription:
Manufacture and sale collectable tin items


QuickMemo:
Located at 1010 Randolph St.  Finishing plant locatedat 602 May Rd.
Receptionist is named Hilda


BusinessDescription:
Commercial Real Estate Development, Management, Maintenance and Brokerage


BusinessDescription:
A volunteer-based, free, non-profit healthcare facility.


LostReason:
Owner is not interested in offering credit union benefit.


BusinessDescription:
Physician's office and treatment center for pain management

QuickMemo:
take badge pulls for employees when visiting, as they all have secure passes to enter the building.
01/10/2017 They have been bought out by a large corporation, they are now Comprehensive Pain Management

Formerly - Advanced Interventional Pain Mgmt PA


BusinessDescription:
Provide full service support for equipment and project requirements

QuickMemo:
Pam's e-mail is:  pam@compustaff-inc.com. Pam Adams is payroll contact.


QuickMemo:
Charles Jordan is also Finance Executive


BusinessDescription:
Computer sales, training, networking, maintenace


QuickMemo:
Locations in High Point (main office), Greensboro, & Asheboro

Formerly The Hearing Clinic.


BusinessDescription:
Consulting, Engineering, Mechanical, Plumbing, Site design


QuickMemo:
Cliff's e-mail is: cliff@cpi-nj.com. Betty Geraci is payroll contact by phone at ext. 206 (fax) 973-887-5083; or Cliff Moodie.


QuickMemo:
Company has changed their name to american snuff and is located in tn

Subsidiary of Reynolds American Tobacco.


QuickMemo:
Ben Cooke is the owner.  They have 8 locations, over the Piedmont Triad area.


BusinessDescription:
Custom architectural woodwork & millwork


QuickMemo:
Company bought by Wake Baptist Health in 2016 and this administrative office was closed.


QuickMemo:
BB&T prepares their payroll; Bi-monthly pay on the 5th and 20th


QuickMemo:
Alliance One International in Wilson has payroll. Diana Vestal is the contact for Whitaker Park Location - 741-0834. email is vestald1@rjrt.com


QuickMemo:
Headquartered in Atlanta, Ga. Owned by the Russell Corp.
Out of Business


LostReason:
Strong banking relationships prevent their affiliation with a credit union.


QuickMemo:
Corporate: Ohio 419-629-2220,  Leslie, Benefits Mgr


PrimaryContactTitle:
Exec Dir of Community Engagement and Employee Well


LostReason:
Leaning toward Centura Bank since they have their commercial accounts there. Did not return calls.


QuickMemo:
Main office is in Charlotte; 11101 Nations Ford Road
Charlotte, NC 28273


QuickMemo:
See NOTES for other Charlotte office, 8 miles from our Charlotte FC


QuickMemo:
Corporate Office is in Greensboro w/ branches in Asheville, Charlotte, Clayton, Cornelius, Hendersonville, Leland, Mooresville, Raleigh, Wilmington and Winston Salem.


Company:
Curly's Harley Davidson of Winston Salem

QuickMemo:
Jane Williams is payroll contact. Company e-mail is: curlyshd@mindspring.com.


BusinessDescription:
Has 5 divisions: Bio Air, Belmont Distribution, Contract Man- ufacturing, GreaseMaster & VacuJet.


LostReason:
Accountant does not have time to add at this time.


BusinessDescription:
Electrical Work (electrical work except burglar and fire alarm installation)


LostReason:
Company one of founders of Carolina Cooperataives FCU


LostReason:
Company did not return calls and showed no real interest.


LostReason:
Not interested. Fears of conflicts with their bank customers is probably causing them to avoid offering this benefit.


QuickMemo:
Payroll: Rene Baker, Business Services, Box 7162, Davidson, NC 28035-7162/ 704-894-2461; 704-894-2502 fax; rebaker@davidson.edu


LostReason:
Employees affiliated with State Employees CU


QuickMemo:
I-77 & Exit 30.
Luc is pronounced "Luke"


Company:
Davidson Ear, Nose, Throat, and Sinus Center


QuickMemo:
Number for Alison under Primary Contact is cell#


LostReason:
Already affiliated with State Employees CU


LostReason:
Owner, Don Angell, sits on board of Southern Comm. Bank and will not affiliate with a credit union.

QuickMemo:
Anita's e-mail is: acox@davieconstruction.com.

Brittany Beasley is first point of contact


LocationAddress:
123 S. Main Street, 2nd Floor, Suite 250

QuickMemo:
This is for Davie County EMPLOYEES.

Parris Whitley - Executive Asst to County Manager - 336-753-6004 and pwhitley@daviecountync.gov


LostReason:
Declined.  Not interested in joining a credit union


Company:
Davie Dermatology & The MedSpa at Kinderton


QuickMemo:
Affiliated with United Federal Credit Union in Statesville


BusinessDescription:
Temporary and Job Placement; 60-70 permanent staff

QuickMemo:
SCHEDULE WITH KRISTEN HARRIS- Operations Mgr.; 744-2393
Her email: kharris@debbiesstaffing.com
Boston, Virginina, Ohio, NC
Deb's cell 414-0132


LostReason:
Not interested in joining a credit union at this time. Limited number of employees

QuickMemo:
Not interested in joining a credit union


LostReason:
Owner has shown no interest in affiliating with any credit union


QuickMemo:
Formerly Daystar Church, now Definition Church


QuickMemo:
The phone number for the New York office is:  716-426-8071

Mt. Airy Office working with Rockford Branch


LostReason:
Company did not respond. Employee's husband employed at Wachovia.


LostReason:
Firm filed bankruptcy in 2012 following indictment of top leaders for fraud in 2007


QuickMemo:
Other locations: Hickory, Asheville, Charlotte, Raleigh, Kinston, Lumberton, Rocky Mount, Greenville and Charleston.

Shannon Phelps-- HR-- sbphelps@directlinkcourier.com


QuickMemo:
John Heath's benefit client since 2/1/17


LostReason:
We dropped solicitation because of bad press for the owner of this company.


DrivingDirections:
I-77 S
WESTINGHOUSE BLVD exit, EXIT 1. 
 RIGHT onto WESTINGHOUSE BLVD.
LEFT onto GRANITE ST.
2301 Nevada Blvd Charlotte, NC 28273-6430


QuickMemo:
Joan Trottier payroll contact 768-2225, 768-3369 FAX


QuickMemo:
Part of the Ingersoll Rand Employees Federal Credit Union merger.


BusinessDescription:
SCADA tech for water, wastewater, stormwater, energy management, air quality, security


QuickMemo:
Her husband and co-owner is Johnny Marion and his phone is 336-744-7810

Office is in the basement of their home. Go around to the rear and knock on the door to the basement.


QuickMemo:
Second location: 123 Rawley Ave, Mt Airy, NC 27030


BusinessDescription:
maufacturer and retailer of health and beauty aids

QuickMemo:
Web address is correct.

Formerly Dudley Products, Inc.


QuickMemo:
Formerly McKinely & Ziel Opthamology/Duke Eye Center of WS.


QuickMemo:
Practice located in a house on Silas Crk Pkway. See Demographics tab for directions.

DrivingDirections:
NC-67 westbound (Silas Crk Pkwy), go past Country Club Rd. exit. First house on right before Pennington Lane (across from Pennington Lane).


QuickMemo:
Initial site in US for an Austrian Company


BusinessDescription:
Handles billing and reimbursement services for medicare and private insurances


BusinessDescription:
Building Materials-Manufacturers (millwork, entry door components, etc.)


QuickMemo:
Payroll deductions go to Attn: Patty fax # 368-2587


QuickMemo:
Meredith's husband at BB&T is their banking partner for all need currently
restraunt located at 4th street & brewery(located on Kimmel Park)


BusinessDescription:
manufacturer of industrial conveyor belting

QuickMemo:
Payroll: Lori Aschenbrand - lori.aschenbrand@forbo.com

DrivingDirections:
I77 S to Exit 23 
right off ramp - Gilead Rd.
Left on Reese Blvd.
Left at the dead end (building w/ lake)
Left on Vanstory Dr. (1st main road)
Drive is 1st road on right


QuickMemo:
This SEG Code tracks former RJR employees


Company:
Forquer and Calloway Attorneys (Charlotte)

LostReason:
Local group not supportive. Charlotte group not approached.

QuickMemo:
Formerly Forquer, Lattimore & Calaway and The Law Office of Forquer & Green.

This location has closed.


BusinessDescription:
Payroll services for the entertainment industry in NC.


BusinessDescription:
Mechanical contracting and air handling unit manufacturing


QuickMemo:
Other Companies under EPES Carriers umbrella: EPES Transport, EPES Logistics, EPES Express, EPES Frieght Management, Texas Star Express.


BusinessDescription:
Direct contracting with self insurance health plans


QuickMemo:
Already affiliated with Members CU. Atlantic Coast Trailer Sales Company.


QuickMemo:
Dallas Texas Shared Services 800-622-3855


BusinessDescription:
Private mortgage insurer; formely Triad Guaranty

QuickMemo:
Affiliated w/ Truliant; not sure if they still are after merger


QuickMemo:
Tracy Watson 800-624-7881 x2264 Dupont Fibers in Richmond


Company:
Evatone Inc. (Fulfillment Services Center)

QuickMemo:
Fulfillment Services Director: BOB PINK.

DrivingDirections:
Take exit 170 off I-40 W towards Mocksville. Right on US 601. Left into SouthPoint Business Park/Quality Dr.


BusinessDescription:
Event production and management for trade shows

QuickMemo:
Formerly Exhibit Works, Inc.

Payroll Contact Jennifer Gilboe, Phone # 734-525-8389, Fax # 734-525-9914


LostReason:
Worried about conflict of interest Will not consider at this time.


QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

52N to Exit 3/4/5 Street. Right. 4th Street. Go until you end at building. (Old City Hospital Bldg.)


QuickMemo:
Full business name is APH Auto Services, Inc dba Express Oil and Tire Engineers.


LostReason:
Have had these credit unions for a long time

QuickMemo:
They have Members CU and also  Team and Wheel CU for hourly workers.


LostReason:
Requested information but did not respond.


QuickMemo:
Owned by Morris Communications located in Augusta, GA. Corporate number is: (706) 724-0851. Martha Jean Mcpheny is HR director.


LostReason:
Out of our service area. We will keep records for possible SEG for Charlotte branch.


QuickMemo:
Triad Business news top 25 fastest growing - 10/29/99.


QuickMemo:
This SEG code monitors relatives of existing members that join the credit union


QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

Cindy Holcombe is payroll contact. See notes for Head Office address
Carter Lemmerman is HR Generalist at 722-8173


QuickMemo:
Robots.  Headquarters in Michigan. Charlotte - regional.  Over 900 employees total across US.
248-377-7000 Corporate


LostReason:
Corporate office will not agree to a credit union affiliation.


DrivingDirections:
Harris Blvd.
Reames Rd. - stay straight (Metromont Blvd.)
Metromont Blvd.
Last business on left.


Company:
FIAT of the Triad(Part of North Point Chrysler)

QuickMemo:
Part of Northpoint Chrysler Jeep Dodge in Winston Salem; payroll is handled in WS by Canadace Creson's team


BusinessDescription:
This is the only USA location of the company, HQ in Hong Kong.

DrivingDirections:
Hwy 52N to exit 118/Rural Hall. Right on Bethania-R/Hall Rd for 1.1 miles. Left on Northridge Park Dr. Left on Almondridge Drive


QuickMemo:
Formerly Consumer Credit Counseling Service, Inc.

Part of the Carolina MediCredit Credit Union merger.


LostReason:
Does not fit current guidelines for business development


Company:
First Presbyterian Church of Kernersville


LostReason:
Company located in southern Davidson Co. BB&T located 1 mile away.


QuickMemo:
Company was bought out by Advanced Draining Systems in Ohio in April 2010 but kept their name.


QuickMemo:
Mooresville Location(exit 33):
124 Professional Park Dr.


QuickMemo:
Web address is correct. 

Payroll contact is Jennifer Mitchell.


BusinessDescription:
private elementary, middle, and high school

QuickMemo:
Mary Wellog at: ext 319 is our contact regarding payroll questions, per Heather Allen. Go out Country Club Road. See on right.


BusinessDescription:
Forsyth, Stokes, Davie County Medical Society


LostReason:
Doctors would not respond. Apparently there is no interest at this time.


BusinessDescription:
same company as family medical associates

Company:
Forsyth Medical Associates of Lewisville


QuickMemo:
This location was rolled up into Novant Health Robinhood Pediatrics & Adolescent Medicine.  Changed status to Closed.


LostReason:
No interest shown by owner at this time.


QuickMemo:
Van C. Wilson - VP Student Development Services


QuickMemo:
e-mail ccaudle@flblum.com Directions: Go 52 North to 25th & 28th street exit.  When coming off exit, there will be a fork in the Road, go right towards 25th.  Go through the stop light and busniess on the left.

Have added Charlotte, Raleigh, & Ashville


DrivingDirections:
Rita: I85 South - Beatties Ford Rd. Exit 37 - Rt on Beatties Ford Rd.

Galina: E. Independence - NC 16 N - Beatties Ford Rd. Exit - Left onto Beatties Ford Rd.


MailingAddress:
427 West End Blvd2101 Peters Creek Pkwy, Suite 4


BusinessDescription:
architectural firm specializing in the design of medical offices & assisted living facilities.


QuickMemo:
Owned by Ferguson Enterprises in Newport News, Virginia


BusinessDescription:
Natural Gas Company serving Boone, Jefferson, Norlina, Surry Co., Wilkesboro, Yadkinville


LostReason:
They surveyed employees and more were already part of Truliant than AFCU


LostReason:
Company not interested at this time.  Will keep package and consider later.


BusinessDescription:
Hardware Manufacturer (concealed hinges, undermount drawer slides, metal-sided drawers, etc.)


QuickMemo:
Formerly Foamex - FXI formed in 2009

Louise's cell phone is 704-301-6973

DrivingDirections:
N on Old Statesville
pass Bailey Rd.
Left side before railroad tracks
go in double doors from parking lot


QuickMemo:
Benefits administered out of Columbus, Ga.


Company:
Gastroenterology Associates of the Piedmont, P.A.


QuickMemo:
Locations in:

NC - Greensboro, Mt Airy & WS
SC - Columbia & Myrtle Beach
Fl - Florida City


Company:
General Dynamics Armament and Technical Products


QuickMemo:
CFO John Gardner. Tony Bridges prepares payroll.
 Dean's cell 919-523-9497/ 919-227-5253 office n columbia 803-419-6879
Payroll deductions are mailed to the PO Box attention payroll dept or attn Rick Grissom.
Hoovers number also shows 919-573-3000


QuickMemo:
Revonda Reed was contact when Bapt. Home Health Care.
Joyce Martin is contact at Corp. for Gentiva.
Gentiva affiliated with Truliant.


BusinessDescription:
Environmental and engineering consultant practice

QuickMemo:
This is part of the Carolina MediCredit Credit Union merger.


Company:
Gesipa Fasteners USA, Inc (Tooling Division)

QuickMemo:
ncsales@gesipausa.com. With Truliant

336-391-1272 Karen's Cell#


LostReason:
Calls not returned. Company does not fit new bd profile.


DrivingDirections:
I77 to Exit 11A - Brookshire
Exit 2B - Independence
Left - Idlewild Rd. (.6 miles per Map Quest)


LostReason:
Close ties with banks. Sr. Mg4s. Will not allow a credit union affiliation


BusinessDescription:
Maker of branded and private-label condiments


LostReason:
Company did not respond to repeated request.

QuickMemo:
Ginger owns 3 gyms (Jonestown, HighPt., and Reynolds Rd.). Tell her that Tracy from her A team aerobics class referred us to her.


BusinessDescription:
Employment/Training Services (donor driven agency)

Company:
Goodwill Industries of Central North Carolina, Inc


Company:
Goodwill Industries of the Southern Piedmont Inc


BusinessDescription:
Employment and training services (donor driven agency)

QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

Karen's e-mail is: kcaines@goodwillnwnc.org. 

Karen's direct line is 714-3034. Ann Comer is payroll contact at: ext. 269.


BusinessDescription:
Advocate for the creation, growth and general welfare of African American businesses in the Triad.

Company:
Greater Greensboro Black Chamber of Commerce


QuickMemo:
Additional employees in Shallote and Wilmington, NC.
Jodey Wilson is payroll contact (Fax: 336-855-6363).


BusinessDescription:
Makes insullation made from recycled newspaper


Company:
Greensboro / High Point Bar Associations

QuickMemo:
Bryant Aldridge is President of the High Point Bar Association.


Company:
Greensboro Plastic Surgical Associates, PA


Company:
Greensboro Specialty Surgical Center of Greensboro


QuickMemo:
Russ Buck  704-353-8254
see notes for racing info


QuickMemo:
Formerly Summer Industries.
See NOTES for other plant locations & directions.


QuickMemo:
Part of the Carbon City Federal Credit Union merger.


BusinessDescription:
Provides live-in and hourly home healthcare

QuickMemo:
Full company name is New Age Care Services, Inc dba Griswold Home Care


QuickMemo:
Companies full name is Guardian Care Advisors, Inc. dba Griswold Home Care of Winston-Salem.


QuickMemo:
This is part of the Carolina MediCredit Credit Union merger.

They are part of the Springwell Network, Inc.


BusinessDescription:
Orthopaedic and sports medicine practice

Company:
Guilford Orthopaedic & Sports Medicine Center, P.A

QuickMemo:
Under the umbrella of Southeastern Orthopaedic Specialists.

Has another division: Murphy Wainer Orthopedic Specialists


QuickMemo:
Phone number for store is (336) 893-7908


BusinessDescription:
Machinery-Movers & Erectors (SIC 1796-04)

QuickMemo:
Jeanette Landreth is also Finance Executive


BusinessDescription:
Electrical, plumbing & heating contractor


LostReason:
PayChex offera 401K. KM talked with but they don't seem interested.


QuickMemo:
2nd location: 1806 Chantilly St, Suite 200, Richmond, VA 23230; ph: 804-382-3164


LostReason:
Because of current Northwest Chapter project, will delay making decision until sometime next year.  Call back at that time.


BusinessDescription:
Aircraft Maintenance and Repair for commercial and cargo carrier, aircraft leasing companies& govt

QuickMemo:
See notes for WALLBURG Info
Referral from Lending/Wealth Management; Kevin Carter is one of Napoleon's clients


BusinessDescription:
Commissioned dyeing and finishing services

QuickMemo:
Travis Cecil is payroll contact by phone at: 725-1391. Tony can also be contacted for payroll.


QuickMemo:
Payroll Contact Melody Lester, her email is Melody_lester@cblproperties.com. The office is in downstairs in the mall, outside of Sears.


LostReason:
Company is part of Parks & Recreation Dept. of City


BusinessDescription:
Law Firm that represents individuals in personal injury, workers' compensation, & malpractice cases


LostReason:
Company showed interest but did not return calls

QuickMemo:
Second location is at 4994 Indiana Ave, WS, NC 27106.       Affiliated w/Truliant


QuickMemo:
The Laurels in Highland Creek
 704-947-8050


Company:
Hawthorne Cardiothoracic & Vascular Surgeons


QuickMemo:
Was listed as lost lead.  Recently did an inquiry on website.


BusinessDescription:
Affiliate of Baptist Hospital benefits are from Baptist

QuickMemo:
Falls under NC Baptist Hospitals subsidiaries.


QuickMemo:
Rose Collins administrator of WHAP ( Woman's Health Alliance of the Piedmont)

DrivingDirections:
The avg. salary does not include physicians.


BusinessDescription:
General Contractor - Commercial Construction


QuickMemo:
Payroll is Patty  ext.2315
fax for all payrolls is 712-9532


QuickMemo:
dba Salem Kidney Center and Piedmont Dialysis William McDonald in Tifton, GA. Telephone number 1-229-386-5505.


QuickMemo:
corporate office located in Charlotte, small office in NY, NY 20,000 total employees in United States.


BusinessDescription:
construction, insurance, medical supply and nursing home

LostReason:
Attempting to form their own credit union.  Distance between locations is hampering efforts.

QuickMemo:
Marguerite's E-mail address is:  marge@discoveryinsurance.com


QuickMemo:
Connected with Hillsdale Group/Baptist Hospital.


LostReason:
No calls returned. Dropping under new guidelines


Company:
Heat Transfer Sales of the Carolinas, Inc


QuickMemo:
Heavy Equipment Repair of King
Legal Name: King Hydraulic, Inc.


QuickMemo:
Company located in old YMCA Building Spruce Street. Kelly's e-mail is: kelly@hendersontyner.com.


QuickMemo:
Truliant. Virgina Bowman is the payroll contact


QuickMemo:
Florence is located at the international headquarters in LA


QuickMemo:
HQ- Lincolnshire, IL
Additional location: S. College St.- 40 emp
expanding in the university area to create 900 additional jobs


Company:
High Point Regional Health Systems, Inc.


LostReason:
Not interested in a credit union at this time.


Company:
Hispanic Contractors Association of Carolina


QuickMemo:
3 Employees as of 7/29/21

Total membership = 3,700


LostReason:
Karen Morgan working account to revive hopes.


Company:
Home Builders Association of Winston-Salem


LostReason:
Already affiliated with Greensboro Healthcare CU

QuickMemo:
Richard Blackburn, Directo, with breensboro health care employees credit unionr


DrivingDirections:
Old Statesville
L - Hambright
R- Beatties Ford


DrivingDirections:
Avg. Employee Salary:  $18,000 salary, $35,000 salary


LostReason:
Henry Horn said he was simply not interested in joining a credit union.  His employee said the employees would love a cr un. But that he sits on a bank board and would not affiliate with a cr union.


QuickMemo:
Building additional location in Huntersville Business Park


Company:
Hospice & Palliative Care of Iredell County

QuickMemo:
There are 2 other locations:

Mooresville: 202 Williamson Rd, Ste 201, Mooresville, NC 28117; (704) 663-0051

Gordon Hospice House: 2341 Simonton Rd, Statesville, NC 28625; (704) 761-2400


Company:
Hospice and Palliative Care of Greensboro


QuickMemo:
Molly Burrows in the exec dir at Huntersville Community Center


QuickMemo:
Formerly Foothills Family Medicine.

Owned by Hugh Chatham Memorial Hospital


QuickMemo:
E-mail: inquiry@ufhg.org. Owns the California Fresh Buffet on Peters Creek PKWY, which is run by volunteers and 4 paid employees. SCHEDULED ENROLLMENTS REQUIRE 2 EMPLOYEES TO ATTEND.


QuickMemo:
Affiliated with Carolinas Medical Center (CMC). CMC's HR department phone number is: (704) 355-2000.


BusinessDescription:
Recreational baseball, softball, & basketball


QuickMemo:
subsidiary of CML Microcircuits
Hoovers also lists a number of 336-744-0724


QuickMemo:
Can't become a SEG because of NCUA ruling that all members have voting rights.


QuickMemo:
Corporate:
40 IDX Drive
Burlington, VT 05402


QuickMemo:
Full name: Iglesia Baustista El Camino, The Hispanic Mission of Beck's Baptist Church.


LostReason:
Affiliating with Truiliant since they have a nearby branch


DrivingDirections:
I77 South
Exit 6B - S. Tryon
Right - S. Tryon
Right - Yorkmont
Left - Parkway Plaza Blvd.
Curve Right to stay on Parkway Plaza 
5260 Parkway Plaza Blvd.


QuickMemo:
Full name: Interloop North America, Inc.


QuickMemo:
Formerly ISP - International Sports Properties, Inc.


QuickMemo:
Formerly Imprints, Imprints for Families and Association for the Benefit of Child Development (ABCD).


QuickMemo:
This SEG Code tracks indirect lending members


DrivingDirections:
Take I77 S. to 277 (Exit 11A)
Exit 2B - Independence Blvd 
N. Wendover Rd. Exit - Right
Left - Randolph Rd.
Left - Greenwhich (across from shopping center)
Right - Colwick
Bldg on left at end of street behind Wendys


QuickMemo:
There are two divisions of IR/ one in Mocksville and one in Davidson.

Mocksville contact is Rhonda Brown (rhonda_brown@irco.com)
Todd Parsons (todd.parsons@irco.com) (704) 490-6920
Davidson contact is Latricia Phillips
(latriciaphillips84@yahoo.com)


NextFollowUpDescription:
11/18/03 saw 26, 1 new member, 2 checking, 12 holiday, 2 vacation, 2 direct deposit, 4 payroll ded, 2 overdraft, 2 visa, 1 loan


QuickMemo:
A Division of the parent comp, SHAMROCK CORP.


QuickMemo:
Part of the Carbon City Federal Credit Union merger.

Company has gone out of business.


QuickMemo:
Formerly Step One Substance Abuse Services.

Part of the Carolina MediCredit Credit Union merger.

This is the Administration/Corporate Leadership location.

Located at corner of 4th and Spring Street. Barbara is payroll contact at: 724-1272.


QuickMemo:
This is the corporate office. They have 10 other locations


BusinessDescription:
Located in the old Budd Seed building on Stratford Rd.


LostReason:
Already affiliated with Corporate America CU

QuickMemo:
manufactures data storage products. This is their distribution center.


QuickMemo:
ABS client. Information from them is that financial institutions are not allowed on site for visits.


Company:
Iredell Memorial Hospital's Health Care System


QuickMemo:
Formerly Southeast Records Services, Inc.

2nd location: 1031 E. Mountain St, Bldg 321, Kernersville, NC 27284


QuickMemo:
Full name: Parakeet, LLC dba J Bear Child Development Center

Paul Jeffries' cell: (704) 658-8527


LostReason:
Lack of support of office manager. See file notes.


QuickMemo:
Located in the Union Cross Business Park


QuickMemo:
Located right beside Allegacy branch in MA


QuickMemo:
Corporate is in Arizona, 3005 total employees in 2003, $442.3 million last year sales, $47.9 million annual net income: 602-269-2000 Jason Jones
Duane Nicklow


LocationAddress:
1010 Hanes Mall Blvd, Hanes Point Shopping Center

MailingAddress:
1010 Hanes Mall Blvd, Hanes Point Shopping Center

QuickMemo:
mail payroll deduction forms to N. 56 W. 17000 Ridgewood Dr., Menomonee Falls WI. 53051


QuickMemo:
Mail payroll deduction forms to: 
Attn: Payroll Dept. N 56 W17000 Ridgewood Dr., Menomonee Falls, 53051. 

Darlene Polacheck, Payroll Spec.  262-703-1621

For Payroll Ded. - Rosalie Ritzman is payroll contact person at: 262-703-2854.


LostReason:
Company does not appear to be interested at this time.

QuickMemo:
Robin: 3121 High Point Rd. Greensboro, NC 27407.


QuickMemo:
Headquarters in NYC.. Mary Grace works out of her home in Raleigh (telephone number listed is her home) Office #336-433-7055. Her e-mail address is mgobrien@kpmg.com.


DrivingDirections:
I77N from Clt - Statesville, I40 West from Statesville toward Hickory, Exit 133 - Rock Barn Rd., Left off of exit ramp, pass Wilco Truck Stop; left - McLin Creek Rd., Pass thru first stoplight (Conover Blvd); immediate left into parking lot - large brown brick bldg


LostReason:
Survey indicated limited interest among employees.


LostReason:
Already affiliated with Employers Association CU


QuickMemo:
SEE NOTES FOR MORE CONTACT INFO:  Kathy Dionne Winston office 759-9525. Monty Venable is payroll contact at: (fax) 789-7609, or by phone.


QuickMemo:
Located 5.5 miles from Greensboro Financail Center off Hwy 68.
Last name pronounced: "Q-trell"                                            Affiliated w/Members C U


LostReason:
Company wants to change affiliation.  Waiting to see how service goes with WSCECU


LostReason:
Officials did not show an interest in offering as a benefit.


BusinessDescription:
Specialty processor of gourmet products.


LostReason:
Not interested at this time.  Will consider later.


DrivingDirections:
I77 South
Exit 10B - Trade St.
Right - W. Trade St.
Right - S. Tryon St.
201 S. Tryon St.
Park in deck directly across the street - deck behind parking lot


QuickMemo:
email: info@kaleideum.org. Sam Hancock is payroll contact.


QuickMemo:
40-50 sales reps located across the country
Members Credit Union


QuickMemo:
Nena is located in Durham; corporate is in Boston


QuickMemo:
Brenda Johnson w/ Keffer Mgmt 704-563-5966


QuickMemo:
6 clinics
referral from Deborah Lawing w/ Century 21
Donna is Dr. Fletcher's daughter at Triangle Dr. location


QuickMemo:
Melanie. Loebrich is pronounced 'Loebrick'


QuickMemo:
Employment verification: Glenda Shipe: 992-0200. Direct e-mails to: kimberlee@kw.com.

klrw61@kw.com

DrivingDirections:
Average Salary ranges from $75,000-100,000


QuickMemo:
They have been associated with Members CU since 1989.


QuickMemo:
Formerly KeraNectics, LLC.

Ex-Benefits client with September renewal


QuickMemo:
Dennis' home phone # (336) 499-1876. Dennis' e-mail is: d.hutchinson@kernersvillejaycees.org. Jerry's e-mail is: jproctor@vp.com.


LostReason:
Owner recovering from surgery and will not consider for at least 6 mos.


QuickMemo:
Web addres is correct.

This includes the following: Kevin Powell's Forsyth Motorsports, Kevin Powell's Triad Powersports, Kevin Powell's Performance Motorsports and Kevin Powell's Foothill Ford.


LostReason:
Multiple bank clients.Declined our requests.


LostReason:
Corporate decision not to allow any outside vendors.  Have two loosely affiliated company cr union but employees do not use.


BusinessDescription:
Publisher of music and educational material

MailingAddress:
2606 Phoenix Drive                                                                   Suite 810


LostReason:
Not interested in a credit union..limited number of employees


LostReason:
Package mailed to Atlanta Office.  Local company cannot make decision now.


QuickMemo:
Plant Manager is Robert Lanoue…He is decision-maker. Business is across the street from Medical Associates of Surry. 

Mt Airy Chamber lists Carlos Estrada and Tony Ramey as contacts


LostReason:
Company does not provide payroll deduction or direct deposit. Owners are already members.


QuickMemo:
Affilaited w/Truliant
Dan's cell# is 336-345-0789


QuickMemo:
Corporate: Laird Plastics, Inc. 
1400 Centrepark Blvd. Suite 500, West Palm Beach, FL 33401 
Tel: 561-684-7000


QuickMemo:
133 Grayland Rd.ccccdse hxshkidvy
Mooresville, NC 28115


QuickMemo:
Mooresville address: 522 River Highway, Mooresville, NC 28117

Cornelius address: 20117 West Catawba Avenue, Cornelius, NC 28031


LostReason:
Affliated with American FCU. (This credit union is not familiar to Bus. Dev. Staff.

QuickMemo:
Sherry Pickney HR Adminstrator
Currently w/ Piedmont Aviation; Used to offer Sharonview
Health Management Associates - corporate in Naples, Florida www.hma-corp.com


QuickMemo:
Walmut Publishing Company 434-432-1654 x 32 Shelby Keatts
8 full time & some part time


BusinessDescription:
Urban deign, civil enginnering, landscape architecture planning & branding


LostReason:
Chose Truiliant since they have more branches in Guilford County


LostReason:
No response. Dropped under new RCFCU guidelines


BusinessDescription:
Manufacture textiles for transportation markets

QuickMemo:
Web address is correct but our system is blocking access.

Affiliated w/ Members CU.
See note regarding Allegacy Services information.


QuickMemo:
Country Club Rd. past Calvary Church Stonebridge turn right, go 1/2 mile 5th road on left


LostReason:
No response.  Dropped under new RCFCU guidelines


BusinessDescription:
Accounting and financial software solutions


LostReason:
Owners not interested. Company located in Grnsboro. Not convenient for them.


Company:
Main Street Consulting and Staffing, LLC


BusinessDescription:
Soaps, Waxes & Window Cleaners Distributor

QuickMemo:
Deerfield Illinois - 847-607-2300 x 102 Phil McNabb


LostReason:
Company has shown no interest in adding this benefit.


Company:
Lee Lighting Regional Distribution Center


Company:
Legal Aid Society Of Northwest N C, Inc.


BusinessDescription:
Mfg. Prefabricated metal buildings and components

LostReason:
Employees salaries does not meet our parameters.


QuickMemo:
Affiliated with Southern Devices Credit Union. Approximately 1,500 employees in Western North Carolina region.


QuickMemo:
Referral from Greg Keoleian. RJ Sterenczak had said he was interested in becoming a SEG. 336-406-7804


BusinessDescription:
Manufacture decorative and functional hardware

LostReason:
Already affiliated with Members CU. May consider a change to us if they move to W-Salem

QuickMemo:
Paige Green was former HR Director of Partners BC/BS.
Currently with Members Credit Union


LocationAddress:
1570 North Carolina 8 & 89 Highway North

QuickMemo:
TOLL FREE # 888-593-7764.

Formerly Pioneer Community Hospital of Stokes and Stokes-Reynolds Memorial Hospital, Inc.  Under the umbrella of North Carolina Baptist Hospitals.


QuickMemo:
3/27/19: Can not locate any information on this company in scanned SEGs, Charter or Business Partner Directory.


QuickMemo:
Go Reynolda Road past Leinbach Machinery. Turn right on N. Causway. Go to end of street. Office on left. Send 6 posters when we mail posters for display. Tera Johnson's number: 924-4161.


LostReason:
Already affiliated with Tyco Electronics CU

QuickMemo:
with Tyco Electronics and they have a credit union


BusinessDescription:
Armored Transportation and Cash Services


Company:
Lucky Shamrock Inc DBA Aamco Transmission


QuickMemo:
address for Raleigh is 4412 Tryon Road Raleigh NC 27606 ph# 919-829-9300. Richard's e-mail is: rguyer@luwausa.com.


QuickMemo:
See notes for other locations

Coordinate on-site with Connie Shoaf


LostReason:
Close relationship with a bank. Will not consider now.


BusinessDescription:
Personalized designs on awards and signs


DrivingDirections:
I-77 S
S TRYON ST SOUTH/ NC-49 S exit, EXIT 6B.
 RIGHT onto S TRYON ST/
RIGHT onto WHITEHALL PARK DR.
End at 2401 Whitehall Park Dr Charlotte, NC 28273


LocationAddress:
Adbel Plaza, 1401  Matthews Township Pkwy., Suite 100

MailingAddress:
Adbel Plaza, 1401  Matthews Township Pkwy., Suite 100


LostReason:
Company paid and headquartered in Columbia Md. Only 5 or 6 work in Greensboro.


QuickMemo:
May still have Dental or Vision insurance there as listed on Active Clients list from ABS as of 4/8/21


LostReason:
Located in Madison. Owner fears competition with their 401-K plan. Also wanted a local branch.


BusinessDescription:
traffic law, collaborative family law, adoptions, real estate law


QuickMemo:
Their other locations are in Asheville, Banner Elk, Charlotte, Greensboro, Lexington, Mt Airy & Troutman.

Physical addresses are in Note Pad.


QuickMemo:
Ms. Suvillan is in the office on Tuesday, Thursday and Friday


Company:
Meadowbrook Health Care of North Carolina


LostReason:
Not enough interest to discuss at this time.


DrivingDirections:
I85 to Statesville Ave
Right off ramp away from city
1/4 mile on left - Crosspoint Industrial
left onto Hutchinson McDonald
1st Right - Mead Westvaco
Bldg w/ blue stripe


QuickMemo:
email address for Linda Gibson: lkgibson@meckneurology.com


QuickMemo:
Check Charter and Business Partner Directory for description of qualified area.


BusinessDescription:
Third party administration of medical and dental claims payment


QuickMemo:
Co-owned by Wake Forest Baptist Medical Center and Carolinas Healthcare System.

MedCost Benefit Services , LLC is their subsidiary.


BusinessDescription:
Provides anesthesia services, billing and collection services


Company:
Mental Health Association Of Forsyth County

QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

The group is called the Disibility Resource Cente. University to Brownsboro.


QuickMemo:
Mental located upstairs bulding (NO ELEVATOR)

DrivingDirections:
Interstate 40 E to 311 S (towards  H/Pt). All the way down to Bus 85 South exit. On Bus 85 South go 3 more exits= Surrett Dr. @ top of ramp, left on Surrett. Go thru' 2 stoplights; Rd changes to Mill Ave. Immed. on right, brick bldg. Park in 2nd parking lot (not the 1st one marked VISITOR PARKING); they don’t use their front entrance.


QuickMemo:
extension of Kraft
route10happenins@mdlz.com  for Newsletter emails


LostReason:
Company not interested now. Will keep information for later.

QuickMemo:
Current head of school doesn't allow any marketing to employees.  Liz promotes us as much as possible.


QuickMemo:
Does not want me to contact him by e-mail.


Company:
Mooresville/Lake Norman Area Newcomers Club


LostReason:
New plant manager refuses to consider credit union as a benefit.


QuickMemo:
Second location in Greensboro; about 47 employees.
JOHN LEMPP, 217-6635
Email: jlempp@mbgreensboro.com
Bob Neil of Winston Salem


DrivingDirections:
Mallard Creek Church Rd.
Turn across from Red Brick Pizza - David Taylor
3rd Bldg on right
10301 David Taylor Dr.
Flag - Glass Doors - Security


QuickMemo:
Formerly Audio Video One and Carolina Alarm & Electric Co, Inc.


LostReason:
Corporate not interested in joining a credit union and will not consider for their employees.


BusinessDescription:
Mental health treatment and counselling for children and families. Houses children on campus.


LostReason:
Company has headquarters in Va. Beach, VA. Not interested in a local credit union.


Company:
Metrolina Association of Physician Assistants


QuickMemo:
Part of the Carbon City Federal Credit Union Merger.


BusinessDescription:
Antimicrobial additives and odor control solutions

QuickMemo:
PAYROLL: KIM BREWER 704-875-0806; (PLEASE CALL BEFORE FAXING/PUBLIC FAX) 704-875-0810 FAX

Kelly Porter's extension when arriving is #1239


Company:
Mid Atlantic Emergency Medical Associates


DrivingDirections:
I77 S. to Brookshire - 3rd/4th St. Exit
U turn off ramp - left on 3rd St.
Left on Queens - Rt on Randolph
Presbyterian Tower across from Presbyterian Hospital
Same Day Surgery Bldg
Pking deck on Caswell - park on 3rd level
Go into Presbyterian Towers - 5th floor


LostReason:
Chose Truliant because of their Guilford Co branching


LostReason:
Employees are members of other credit unions and are not interested at this time.

QuickMemo:
Rita Crews is payroll contact by phone or mail.


BusinessDescription:
Also have offices in Durham, Fayetville, Greenville

Company:
Miracles In Sight, Inc /The North Carolina Eye Ban

QuickMemo:
Nancy and Gay work for Dedicated Professional Resources, Inc.
Nancy's ext. is 11 or at Dedicated 777-3467
Gay Wilson's e-mail is gwilson@nceyebank.org


QuickMemo:
Formerly Mitre Design.

Troy Tyner is payroll contact. Hoovers also has number 336-544-5010


QuickMemo:
Herb Hester is President his # is 336-753-8300


LostReason:
Do not like change. Not progressive. Not interested


QuickMemo:
See notes for profile report off of Google


DrivingDirections:
Meeting will be at Northcross Medical Building next to Bowling Alley on Statesville Rd.  Drive behind Urgent Care to the side. Go to the community room down the hall from the lab.


Company:
Mothers and More South Charlotte Chapter #175


Company:
Mountain Valley Hospice & Palliative Care


QuickMemo:
Formerly Mullen, Inc.
336-765-3630 to try after Labor Day week when I return


QuickMemo:
Formerly PharmaLabel.

Haley ext - x322552


QuickMemo:
Located inside Winston Tower.

No web site.

Formerly Murphrey, PLLC and Bynum & Murphrey, PLLC.


QuickMemo:
Under the umbrella of Southeastern Orthopaedic Specialists.

Other division - Guilford Orthopaedic & Sports Medicine


BusinessDescription:
Wholesale Distributors: Plumbing, Heating, A/C

QuickMemo:
15 employees in Clt - George Dorsey 704-334-4651- gdorsey@murraysupply.com

DrivingDirections:
Directions to Charlotte location: I77 South - Clanton Rd Exit, Left off exit, Left -  South Tryon, Pass stop light - Remount Rd., Motorcycle place on rt side, Rt - Dunavant, Left - Hawkins St.


LostReason:
Corporate structure is complex. Parent company is in Charlotte. Payroll issues with direct deposit. AFCU new focus. Change to Lost at this time.


Company:
N.C. Retail Merchants Association (NCRMA)


QuickMemo:
This SEG Code tracks Nabisco Family members


QuickMemo:
Nabisco Headquarters: 100 De Forest Ave, East Hanover, NJ 07936-1911; (973) 503-3162


Company:
National Association of Women Business Owners


BusinessDescription:
Largest national counseling certification organization worldwide.

Company:
National Board For Certified Counselors - NBCC


Company:
National Home Furnsihings Association (NHFA)


LostReason:
Company is widespread and will not endorse a credit union


QuickMemo:
Fax over payroll forms to Tony Schaffer's attention first, then mail hard copies to 251 N. Main St. W-S, NC 27155 Room # 764.
Additional contact: Marsha Poston 336-714-0709.

Part of the N.C. VA Employees Fed Credit Union merger.


BusinessDescription:
Analysis & Administration of Community Surveys


QuickMemo:
Robin Yates's e-mail is: robin.yates@netunlimited.com. Robin is also payroll contact.


QuickMemo:
Affiliated w/ Members CU.
hr@newbreed.com.


QuickMemo:
Southern Iron Works is a sister company.

starlingl@msn.com.  SEE NOTES FOR DIRECTIONS.


QuickMemo:
Myra is in Columbia
Greensboro has 100 employees


MailingAddress:
8210 University Executive Park Dr., Ste 100


LostReason:
Decided to affiliate with a cu with a nearby branch.


LostReason:
Owner has failed to respond to repeated calls. Dropped under new RCFCU guidelines.


QuickMemo:
john.hester@nordiccold.com
300-400 nationwide, coporate is in Atlanta - 7 employees in Clt


BusinessDescription:
Software Developer for tracking for trucking industry


Company:
North Carolina Agricultural & Technical State Univ


LostReason:
Company not interested in looking at benefits. Too much administrative work.


QuickMemo:
referral from Jeanette @ Huntersville FC


QuickMemo:
Castle & Cooke is developing the Research Park.


QuickMemo:
Teacher Liasion: Ms. Parker cell 403-1434
Payroll Contact Sharon Mullins 336-661-4869 (fax)


Company:
North Mecklenburg High School Booster Club


BusinessDescription:
Car dealership; FIAT in Greensboro is also their dealership; adding as a SEG Dash; Candace handle it

Company:
North Point Chrysler Plymouth Jeep, Inc.

QuickMemo:
Candace Creson is payroll contact. Her fax is: 759-2019.


LostReason:
No service facility located in the area.

QuickMemo:
Marion Stanopoulos 704-783-3549.
Jackie DelaSanta 704-783-1540


LostReason:
Already affiliated with Local Government Employees CU


Company:
Northwest Child Development Centers (Mud Pies)

QuickMemo:
Formerly Northwest Child Development Council, Inc.

Part of the Carolina MediCredit Credit Union merger.

The link to the web site will bring you to Mud Pies which is a part of the NW Child Development Centers.


QuickMemo:
Ms. Royster - Admin Secretary
Dr. Charles LaBorde - Principal


BusinessDescription:
software development co specializing in land records software solution


QuickMemo:
This SEG Code tracks former Novant Employees


Company:
Novant Health Cardiology - Winston-Salem


BusinessDescription:
CSR"S work here and RN's are on call/ Part of Novant

QuickMemo:
NOVANT send copies to Lucie Hind at LTHind@novanthealth.org and Marty Norman at MKNorman@novanthealth.org. Susan Miller is payroll contact.
dshooker@novanthealth.org

Formerly Call a Nurse.

DrivingDirections:
Medical Park compound, Building  7 (upper level)


Company:
Novant Health Express Care - Thomasville


Company:
Novant Health Forsyth Endocrine Consultants

QuickMemo:
Formerly Forsyth Endocrine Consultants.

Stephanie  is administrator for Kernersville too


QuickMemo:
Formerly listed in SEG Manager as Forsyth Hospital.


QuickMemo:
Formerly Forsyth Medical Center Imaging, Excel Imaging and Salem MRI Center.


LocationAddress:
1100 S. Straford Road, Unit C, Suite 110

MailingAddress:
1100 S. Stratford Road, Unit C, Suite 110


BusinessDescription:
processes scrap and waste into materials that can be reused

QuickMemo:
WS,Kville,Charlotte, Wilmington and Smithfield

With Members Credit Union

Formerly Atlantic Scrap


QuickMemo:
Peter Templeton - CEO, Rob Ellis, CFO 704-339-1036


QuickMemo:
Formerly Orthopedic Specialists.

This company was part of the Carolina 
MediCredit Credit Union merger.


QuickMemo:
Mr. Schmidt's mobile phone: 336-986-2007


BusinessDescription:
Building construction & steel fabrication


QuickMemo:
Formerly Forsyth Pediatric Associates - Westgate.


Company:
Novant Health Forsyth Pediatrics - Oak Ridge


Company:
Novant Health Forsyth Pediatrics Kernersville


Company:
Novant Health Go Health Urgent Care - North Point


Company:
Novant Health GoHealth Urgent Care Highland Oaks

QuickMemo:
S. Simmons Phone: 336-718-1134

Formerly Prime Care at Highland Oaks.


Company:
Novant Health GoHealth Urgent Care Kernersville

QuickMemo:
Formerly Prime Care at Kernersville.

Directions located in NOTES


BusinessDescription:
Joint venture between FRA and Novant Health.


Company:
Novant Health Imaging Maplewood - Forsyth

QuickMemo:
Mark Stuempke handles confidential payroll, his direct number is 765-6312, his fax number is: 659-2379.  Scott Poindexter handles all other payroll. Scott's fax # is 231-8869.

Formerly Forsyth Radiological Associates.


Company:
Novant Health Inpatient Care Specialists - Forsyth

QuickMemo:
Formerly Inpatient Physicians of Forsyth.


Company:
Novant Health Kernersville Family Medicine


Company:
Novant Health Lewisville Family Medicine

QuickMemo:
Formerly Family Medical Associates of Lewsiville.


Company:
Novant Health Mountainview Medical Associates


Company:
Novant Health Neurology & Sleep - Frontis Plaza


Company:
Novant Health Neurology & Sleep - Westgate


Company:
Novant Health North Point Medical Associates

QuickMemo:
Formerly North Point Medical Associates.


LostReason:
HR representative reported that employees do not appear to be interested

QuickMemo:
Formerly Piedmont Hematology & Oncology.


Company:
Novant Health Orthopedics & Sports Med-Thomasville

QuickMemo:
Part of Novant

Formerly Triad Orthopaedics.


Company:
Novant Health Pilot Mountain Medical Care

QuickMemo:
Formerly Pilot Mountain Family Medicine.


Company:
Novant Health Premier Medical Associates

MailingAddress:
3333 Brookview Hills Boulevard, Suite 204

QuickMemo:
This is a department of Novant Health Forsyth Medical Center.

Formerly Premier Medical Associates.


Company:
Novant Health Rehabilitation Center - Hawthorne

QuickMemo:
Formerly Martinat Outpatient Rehabilitation Center.


Company:
Novant Health Robinhood Pediatrics&Adolescent Med

QuickMemo:
This practice and Forsyth Adolescent Center share one Practice Manager.  The Adolescent Center has been coded to be omitted from labels to avoid duplications.  Information verfied on 8/5/02.

Formerly Forsyth Pediatrics/Adolescent Center - Robinhood.


QuickMemo:
Seg Rep, Vicki Stokes, is our main contact for all of Novant in the Charlotte market.

Main Hospital Address in Notes; HR address above

DrivingDirections:
Take I77 South
Take I-277 11A Brookshire Freeway
Stay in right lane
Take 3rd/4th Street Exit 2A (you have to merge into the far right side quickly to take the exit)

Fort Mill
601 Kinglsey Park Drive

Fort Mill, SC

 

Take 77South to Exit 85.  Turn left off of exit.  Cross I-77.  I believe it is the 1st stoplight once crossing the interstate.  Turn right into the industrial park and look for building 601.  There is no signage for security purposes.  

 

My cell is 704-619-0947 if you have problems.  Vicki


Left off ramp onto 3rd Street (stay in right lane to turn left off ramp)
Right - S. McDowell St.
Right - Elizabeth Ave. (deadends into Presbyterian Hospital)
Left - Hawthorne Ln.
Immediate right into parking deck (bring cash for parking)


DrivingDirections:
Take Highway 52 North way into Mount Airy, when 52 begins to have stoplights (about 40 miles away). It is about the 8th or 10 stoplight. A lot of roads are unmarked, but Westlake Dr is marked. You'll take a left onto Westlake and MAS will be on your right about 1/4 of a mile away.


Company:
Novant Health Thomasville Medical Associates


Company:
Novant Health Thomasville Medical Center

QuickMemo:
Part of Novant.

Formerly Thomasville Medical Center.


QuickMemo:
Formerly Today's Woman Health and Wellness.


Company:
Novant Health Urgent Care Hickory Branch


Company:
Novant Health W. Forsyth Internal Med & Peds

QuickMemo:
Full name is Novant Health West Forsyth Internal Medicine & Pediatrics

Formerly MDCO, P.A.


Company:
Novant Health Walkertown Family Medicine


QuickMemo:
Formerly owned by RJ Reynolds and the name was Winston-Salem Health Care.


QuickMemo:
Formerly Hoot Medical Practice - Aegis Family Health Center.


BusinessDescription:
Affliated w/Novant Have office in Clemmons, Medical Park and Maplewood.

QuickMemo:
Formerly Forsyth Pediatrics at Medical Park


QuickMemo:
This SEG code tracks retired Novant employees


BusinessDescription:
Payroll is processing at their headquarters in Arlington, Texas


QuickMemo:
Susan Forrest  is located at  HQ in San Diego: 12400 High Bluff Dr., San Diego, CA 92130
Nurses RX is a subsidiary of American Mobile Nurses


QuickMemo:
This company was brought onboard as a subsidiary of NC Baptist Hospital. 

Formerly The Nursing Center at Oak Summit.


LostReason:
Owner did not respond to repeated calls. Dropped under new RCFCU guidelines.


QuickMemo:
Bo Davis is developer and board member: (Work) 794-3101 (Cell) 416-8880.

Greensboro Group 
Tony FloresAMG Worldwide


QuickMemo:
This was part of the Carolina MediCredit Credit Union merger.


QuickMemo:
Purchased by Universal Health Care 1/1/06 - 

Formerly Keystone Education & Youth Services and WFU Baptist Behavioral Health, Inc.


QuickMemo:
Payroll deductions should be faxed to Melissa at 201-405-1116


QuickMemo:
Kara Rich is Payroll Administrator; Have aquired Vestal Buick & added a Chevy store in Richmond during pandemic

PAYCOR handles payroll as of 7/2/19


QuickMemo:
Tracy Parks moving back to this location; all Parks dealerships are SEG under the Kernersville franchise


QuickMemo:
SEG under Parks Chevrolet out of Kernersville


QuickMemo:
Steve Hicks 723-1446 manages Peters Creek Pkwy Body Shop. Patti Shumate is the contact at Foothills Ford.  336-368-2239. Brenda Armstrong is payroll contact.


BusinessDescription:
Non-profit, case management services for Medicaid patients


BusinessDescription:
property management locations in NC, SC & TN


QuickMemo:
Manufacturing Site - nearest corporate office in Durham, NC


QuickMemo:
They have 2 full time and 2 part time employees.


QuickMemo:
Patterson Companies is formerly Christy Trucking, bought in 2017 and name changed in November 2018


QuickMemo:
No access to the facility will try following up by phone there is also another location located in Greensboro off of Wendover Ave.


BusinessDescription:
winston office payroll address is PO Box 1500 W-S NC 27102

QuickMemo:
Julie Barrett, Human Resource Coordinator  407-354-5850 at Summers, NY


QuickMemo:
HQ in Research Triangle Park, NC (919) 544-6222


Company:
Perry Barron Orthopedics & Sports Medicine


BusinessDescription:
Clothing: Athletic & Sportswear, Outerwear


QuickMemo:
Charlotte info in notes.Vivian Moore x2080


BusinessDescription:
Custom made windows, doors, sunrooms and patio rooms

QuickMemo:
Original name Binnings Building Corporation (Lexington, NC) that was then bought out by Precision Glass Technology in 2003.

Part of the BBC Federal Credit Union #21034 merger.


LostReason:
Served by another CU in Lancaster, PA.  No response


QuickMemo:
Purchased by West Corporation but keeping the name Phone Tree for this division.


BusinessDescription:
Manufacture and Distribute Soy Based Products

Company:
Physicians Pharmaceuticals DBA Revival Soy


BusinessDescription:
Revenue Cycle Management Services and Electronic Health Records

LocationAddress:
1907 S. Hawthorne Rd, Hawthorne Medical Plaza

QuickMemo:
Carrie Baker is payroll contact. Any payroll or confidential info needs to be faxed to 1-866-742-5330.  Payroll is attn: Kim Flippen.

Part of Carolina MediCredit CU merger 2/10/99.


QuickMemo:
Formerly Piedmont Anesthia & Pain Consultants, PA.

Part of the Carolina MediCredit Credit Union merger.

Debbie Shelton is payroll contact at: (phone) 768-3212 (fax) 831-0837.


BusinessDescription:
Symphony orchestra owned by Windsor Jewelers

QuickMemo:
Ann Walker
Treasurer, Piedmont Wind Symphony
Cell: 336-486-1241
email same as SEG rep


QuickMemo:
Directions: 52 North, Holly Springs exit #141, turn right at the end of the exit onto Holly Springs Rd. Travel 1.6 miles to Reeves Mill Road and turn right. Office is 1/2 mile on right. 41.9 miles one way

DrivingDirections:
Our corporate office.  From 52 north, take the Holly Springs Road exit (#141) and turn right at the end of the ramp onto Holly Springs Road.

Travel approx 1.6 miles to the intersection with “Reeves Mill Road” and turn right onto Reeves Mill


QuickMemo:
Made up of 85 area churches in Forsyth and Stokes counties.


LostReason:
Not interested at this time. Will consider if company grows.


LostReason:
Owner is faced with health insurance benefit problem with Partners.  Will not consider credit union benefit until this is resolved.


QuickMemo:
Casey Cook - ACTS Southern Region Office
561-362-8377


QuickMemo:
Plant set to open first of 2006.
HQ in Ontario, Canada


QuickMemo:
They have their on Direct Deposit form, but they said that we can use ours.  Once they receive ours, they will attach their form to it.  This is how they do it for all there other financial instistutions.


QuickMemo:
Closed.

Medcost Benefit Solutions, LLC bought Piedmont Administrators, LLC in 2003.  The current name is Medcost Benefits Solutions, LLC.


QuickMemo:
'Employees' is the number of members

Counties served: Forsyth, Guilford, Rockingham, Stokes, Caswell, Alamance, Randolph, Davidson, David, Chatham, Yadkin, Surry, Wilkes, Alleghany, Orange, Person, Durham, Wake, Iredell, and Alexander


QuickMemo:
3 employees in W-S, 3 in Lexington Office


Company:
Piedmont Ear Nose & Throat Associates, PA


QuickMemo:
Robert Coil (Bob) is a former vice-president of RJR-Nabisco. DO NOT CURRENTLY OFFER DIRECT DEPOSIT. (4-8-08 THEY DO OFFER DD NOW)


LostReason:
New payroll system.. Not interested at this time.


LostReason:
This company is the primary sponsor the Blue Flame CU


QuickMemo:
No longer under the umbrella of Southeastern Orthopaedic Specialists. They are a part of Cone Health Medical Group.

Actively promote HealthShare CU


Company:
Piedmont Plastic Surgery & Dermatology, P.A.


DrivingDirections:
I77
5th St Exit toward downtown
Left on Pine St.
Shop located right before HT 
Park in parking garage next to HT


QuickMemo:
corporate: Raleigh
Nina (Sounds like Nyna)


QuickMemo:
HQ: 7200 S. Mason Avenue
Bedford Park, IL 60638
(800) 444-1530


BusinessDescription:
Provides counseling services to individuals and families


BusinessDescription:
Group Homes (residential and therapeutic) & Supportive Employment for Gov’t agency

DrivingDirections:
WT HARRIS BLVD
N SHARON AMITY RD.
LEFT onto CENTRAL AVE.
SLIGHT LEFT onto ALBEMARLE RD
End at 5501 Executive Center Dr Charlotte, NC 28212


BusinessDescription:
Drinking water distribution and exchange


LostReason:
This company has had a relationship with Members CU for some time.


BusinessDescription:
Organization for retired men & women who would like to maintain a social network.


BusinessDescription:
Heavy equipment manufacturer for the minig industry.

QuickMemo:
Has an Allegacy ATM onsite that does not charge a fee for anyone (member or non-member)


Company:
Pruitt, Miller, Stowe, Steinbicker, Taylor & Smith


DrivingDirections:
421 n to I-77n to 21 bypass-sparta. Bear left. The first exit on right is CC Camp Road- take this exit. At end ramp turn left. The first street on the left is Johnson Ridge turn left and continue.


LostReason:
No interest shown. Dropped under new RCFCU guidelines


LostReason:
HR Repr. Refused to talk with anyone about credit union affiliation


Company:
Pulse International Community Association, Inc.


BusinessDescription:
Sheet Metal Fabricators, cabinets, custom housing


QuickMemo:
Not interested at this time; with Members CU


QuickMemo:
Formerly Quadland, Shehan & Smith, PA and Drs Loflin, Quadland, Shehan & Smith PA.


QuickMemo:
Formerly Quality Education Institute of Winston-Salem, NC.

Part of the Carolina MediCredit Credit Union merger.

52N. To Airport Exit. Go to Lansing Drive (right) Right on Carver Road. Building in back of Church. Crystal Pearson is payroll contact.


QuickMemo:
Nicole Spillman 
VP of HR
(336) 714-5161
nspillman@qocnc.com


BusinessDescription:
Commercial refrigeration contractor, covering NC, SC & VA.


QuickMemo:
bpage@quantum5280.com. Protextiles Inc is under Quantum Grp also; SEG status extended to them also.

DO NOT CONTACT; SEE 8.3.2020 NOTE


QuickMemo:
Donna Ferraro 704-384-3191
Student Activities


QuickMemo:
Tracey is Director of Business Development. Referral from Deb Mclean in Marketing.


QuickMemo:
Has a 2nd location at 1002 N. Church ST, Suite 200, Greensboro, NC 27401.

Owned by Quest Diagnostics Clinical Laboratories, Inc.

Formerly Triad Laboratory Alliance dba Spectrum Laboratory Network.


QuickMemo:
Owner, Andy Watts, sits on the board of directors at Southern Community Bank. Carolyn Moran is payroll contact (fax): 765-3053.

Formerly A. Watts, Inc.


QuickMemo:
Jennifer is contact from NC State U have spoken with


QuickMemo:
This company makes equipment for radiation therapy machines


QuickMemo:
Elizabeth Heine & Erica Wessell met at Goodwill on 8/13/14; cards in notebook


Company:
Randy Marion Cheverolet Pontiac Buick, Inc.


QuickMemo:
Lexington (Darall McNeill ) ph#336-956-0154
Company no longer in business


BusinessDescription:
Design/manufacture/install emergency call boxes on campus facilites

QuickMemo:
The web address is correct.  Our system is blocking it so can not connect to the site.

Affiliated w/ Members Credit Union.


QuickMemo:
2019 - The web address is correct.

2nd location: 2731-101 Horse Pen Creek Rd, Greensboro, NC 27410


Company:
Reagan High School Athletic Booster Club


Company:
Reedys' Air Conditioning & Heating Service


QuickMemo:
Employment Verif: Celeste Graves:336-548-8508; Julie Chaney: 336-548-8549. Dave Renshaw is payroll contact at: 548-8518, or fax: 548-8629.

DrivingDirections:
I-40 EAST TO HWY 158 EAST. Hwy 65 east to hwy 220 n. (just inside Stokes Co.). Left on Hwy 65 east at stop sign. North Hwy 68 to Madison. 220 North. East Hwy 135 (Mayodan Exit).


BusinessDescription:
leading provider of environmental services; solid waste collection, transfer and disposal services.

LostReason:
Affiliated with another credit union (out of state)


LostReason:
Concerned about conflict of interest. Carol trying to reach Bill Simpson.

QuickMemo:
Do not put on website SEG list per Donna Ball @ RMIC!!!!!


BusinessDescription:
single source supplier of closet shelving, door hardware, mirrors, shower doors, etc


QuickMemo:
This SEG Code tracks retired Nabisco members


QuickMemo:
This SEG Code tracks retired RJR employees


QuickMemo:
Elizabeth Coriana, HR Manager 787-707-6063. Maria Cortes, HR Generalist.
1 Calle Amelia
Guaynabo, PR 00968    Phone (787) 707-6060, Fax (787) 273-0175
PAYROLL CONTACT AT RJR CAROL WILLARD 741-2640


Company:
Rheon Charlotte Research & Development Center


LostReason:
R. Childress is a strong supporter of LSB since they loaned him start-up $ years ago. He has strong control over employees and directs them to LSB where he gives approval for almost anything his employees want.


QuickMemo:
Arbor Ridge At Kernersville is one of their offices.


QuickMemo:
Part of Carolina MediCredit Credit Union merger.

Was absorbed into the YWCA program in 2004 and is no longer a separate entity.


QuickMemo:
480 at distribution plant; 120 at off site bldg (4 miles away)

DrivingDirections:
I85 - exit 39 Statesville Ave.
Left off ramp toward downtown
pass 3 lights
2 miles
Citgo on right at the top of the hill
Main gate is on left across from Citgo


LostReason:
Did survey of employees.. Not enough interest. Will keep in mind for the future


QuickMemo:
Nikki Maness' mother works here as a paralegal.


BusinessDescription:
Handles repairs, rollouts & projects of communication devices for companies.


QuickMemo:
Company originally based in Greensboro. Now has 2 offices in NC - Raleigh and Charlotte.

Karen Di Felice prepares payroll. Her fax # is (716) 879-8659.


QuickMemo:
Derenda: Prism Management 704-535-8558 derenda@prism-realestate.com


QuickMemo:
Deborah Rouse is administrator. Robin Robertson is payroll contact.

DrivingDirections:
I-40 East to Hwy 158 East. Hwy 65 east to Hwy 220 N. (Just inside Stokes Cty). Left on Hwy 65 E. at stop sign. N. Hwy 68 to Madison. 220 North. E. Hwy 135 (Maydan Exit). Home is on left about 2 miles from Remington. Row of brick ranch homes, #59?. Hwy 135


LostReason:
Company did not respond to our requests.


QuickMemo:
2019 - Web address is correct.

Mail packets to Ida Zullo
zulloi@ruderfinn.com


QuickMemo:
GE Polymer Shapes: Jerry Sutton - HR Mgr (704) 948-5000
Formerly GE Plastics


QuickMemo:
25 full time employees; going to hire 10-15 more, 10 temp
currently located at 207 Talbert Pointe Dr, Mooresville, NC

DrivingDirections:
I77 N. to Exit 36
Right off ramp
2nd stop light - Talbert Rd. into bus park
last bldg on left


BusinessDescription:
southeastern center for contemporary art.

QuickMemo:
Full name is Southeastern Center for Contemporary Art.


QuickMemo:
awatt@secca.org Dues: $20students/$40 indv/$55family
Stephanie is Membership Director her extention is 24


DrivingDirections:
I-40 East to Thomasville Hwy 109 exit. Turn right at second light onto Hwy 109. Go about 1/4 mile and turn right onto Reed street (third street). Stay straight until it dead ends. Food bank is on right.


BusinessDescription:
Authorized dealer of ADT Security Systems

QuickMemo:
Other Location:
98-1 Kincey Ave., Suite 175
Huntersville, NC 28078


QuickMemo:
300 officers in the area // would be an email or mailer

5 in-office


BusinessDescription:
Senior Services- helping our Senior Citizens in Forsyth County stay at their own homes.

LostReason:
Already affiliated with City Employees CU

QuickMemo:
Sharon does the payroll, and her direct fax number is 703-5505 please fax all payroll changes to that fax number. Lee Covington is the President and CEO.


BusinessDescription:
commercial and personal insurance, employee benefit consulting


LostReason:
Accoutn re-assigned to National Accts. Rep.


QuickMemo:
They have 70 employees counting preschool teachers and helpers.


QuickMemo:
See notes for Allegacy Services information.


BusinessDescription:
Operates 100 Christian radio stations nationwide

QuickMemo:
1,400 employees nationwide, with main presence in California. Stu Eperson is owner and lives in Winston-Salem. Stu's home address: 3780 Will Scarlet Rd. W-S, NC 27104 Home Phone: 765-7438.


LostReason:
Selected another credit union. Would not say which one but Truliant has a branch very near their office.


QuickMemo:
Mark Wilson had referred this group to us.  They are doing work with The Safe Pasage Group.-KM


Company:
Salem Laundry (aka Triad Health Ventures)

QuickMemo:
Silas Creek to Coliseum to Patterson Ave. Turn left on Patterson. Turn right on Par Plaza Drive. (Several miles north of Northside Shopping Center). Building (white) is on left.


QuickMemo:
Formerly Postmark, Inc.

Second location at 1155 Distribution Ct, Kernersville, NC 27284

Hr Rep 
Jocelyn Gracia
336-744-9990


QuickMemo:
12/1 ABS renewal; glad my referral worked out to such a long standing ABS client!!!!


LostReason:
Company has group banking product thru commercial bank


LostReason:
Small group with 3 already members and the other 3 not interested.


QuickMemo:
Boys n girls club off of Reynolds Park Road just north of golf course is second location. Others working remotely


QuickMemo:
Sarah's mom, Julie McNamara gave me Tonya's name.


BusinessDescription:
Manufacture tobacco products under the Natural American Spirit brand.

QuickMemo:
Subsidiary of Reynolds American, Inc.

2nd location: 104 Enterprise Ct., Oxford, NC 27565; Ph: (919) 690-1905


Company:
Sara Lee Bakery Group dba Earthgrains Co.

QuickMemo:
Affiliated w/ Sara Lee CU and Members CU.


BusinessDescription:
No one in building or answering phone. It appears they have gone out of business.


QuickMemo:
The majority of their employees are in Greensboro.  They do have a couple in Charlotte and Raleigh.


QuickMemo:
see notes for location where morning mtgs were held; see demographics for directions to company payroll: April Waddell 828-432-5841

DrivingDirections:
From 77 North to exit 51 in Statesville.  Take I-40 West to Morganton get off exit 100 Jamestown Road.  Off ramp take a right plant is located on
right side about 1/2 mile from exit.


QuickMemo:
Blue Ridge Mobile Veterinary Services, PLLC dba Shallowford Animal Hospital


QuickMemo:
Add Robert Fulton to the monthly email and quarterly newsletter distribution.

Rfulton@sharpinteriors.com


LostReason:
No financial center in High Point/ Greensboro/ or Asheboro


Company:
Southminister Continuing Care Retirement Community


Company:
Southwest Forsyth American Little League

QuickMemo:
Updated info 1/15/20 via website & Russ Parmele's contact from days at the Dash


QuickMemo:
Members of SWGHSBBC in High Point who qualify for membership in accordance with its charter and bylaws in effect on 5/11/2004.
Susanne O' Donnell: [H] 336-812-3762
                                 [C] 336-417-9400   [W}336-768-7205


QuickMemo:
w/ Members CU - not in Clt
Mark Harrad 704-731-3000 (contact from Belinda) - no listing at corporate


QuickMemo:
Affiliated w/Members C U
# of EEs is for Regional Rd location only


QuickMemo:
Tom's #336-731-8802 number listed in hoovers is 336-731-8812
Formally Dynea Overlays

Coordinate on-site with Connie Shoaf


QuickMemo:
additional Charlotte location: 6615 Toddville Road, Bldg. 5643, Charlotte, NC  28214, (704) 395-5600
Corporate is in Baton Rouge


DrivingDirections:
Take I-485 South/Southwest towards south Clt/Pineville
Exit 61A - Johnston Rd.
Follow ramp onto Johnston Rd.
Right onto Toringdon Way (Red Robin on corner)
Take 2nd Right to Bldg #3436.
Suite 100


LostReason:
Not interested. One of owners is relative of Ed Crutchfield, FUNB.


BusinessDescription:
provides recruiting, staffing, & consulting for accounting, finance and IT companies.


QuickMemo:
Steve's cell phone: 399-2531. Email: sharris15@triad.rr.com.


BusinessDescription:
Online photo storage / Manufactures and distributes photos

QuickMemo:
Main office:
2800 Bridge Parkway, Suite 101
Redwood City, CA 94065


QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

Dr. Ricky Sides is payroll contact.

No website located.


QuickMemo:
Employees also have TCP CU - Turbine Component Parts Credit Union


BusinessDescription:
Sells communication and security equipment


QuickMemo:
silk road tech and solid space are sister companies


QuickMemo:
Formerly Beers Skanska, Inc and Beers Construction Co. - Beers acquired by Skanska in 1994


QuickMemo:
Donna Pranke's e-mail is: dpranke@skinsurgerycenter.net.


QuickMemo:
Managing Director of Development - Bryan Properties
370 homes but will have 800-1000 upon completion


BusinessDescription:
Excavation work  - large scale land clearing/logging, grading/excavation and utility ROW service.


BusinessDescription:
Lumber and building supplies. Office in Elkin and Statesville

QuickMemo:
2nd location: 1100 W. Front St, Statesville, NC 28677; ph: 704-872-9866

Location in Elkin has closed.


LostReason:
Already affiliated with Victory Masonic CU


QuickMemo:
Solid Space falls under the umbrella of SilkRoad Technology.

Alternate phone number is (888) 340-0020


Company:
Sonoco / Corr Flex Display and Packaging

QuickMemo:
Members Credit Union

Six local locations: four in WS, 2 in Rural Hall


QuickMemo:
referral from Peggy Brown - Sonoco Flexibles has 65 employees in Clt
Myra Beam - HR person in Hartsville, SC 843-383-7000 myra.beam@sonoco.com http://www.spccu.org/memberships.html


QuickMemo:
Formerly Keating Gravure USA.

PAYROLL: 704-875-2685; fax 704-875-9078

DrivingDirections:
Eastfield 
Right - Old Statesville
Left - Twin Lakes Parkway
Vance Davis
Bldg on Left


BusinessDescription:
documents processing creation and fulfillment

QuickMemo:
John and brother, Dwight (NDI- Network Dynamics Inc.) have businesses in the same building. 
Telephone listing is for Network Dynamics, Inc.


BusinessDescription:
Lumber Cpmpany; building products distibutor to wholesale/builders


QuickMemo:
Company has 4 Bobcat Seats
Richard Rauh is our payroll contact


Company:
SouthEastern Employee Benefit Services, Inc.

QuickMemo:
Company was purchased by First Charter Bank and all previous employee benefits were dropped. This group is no longer affiliated with Allegacy.


Company:
Southeastern Hospitality of Clemmons dba Super 8


Company:
Southeastern Hospitality of HP dba JH Adams Inn


Company:
Southeastern Hospitality of Madison Pk dba Super 8

QuickMemo:
Becky Ganzhorn's e-mail is: ganzhorn@bellsouth.com. See NOTES for other companies


Company:
Southeastern Hospitality of WS DBA Wingate Inn

NextFollowUpDescription:
11/17/03  saw 14, 13 new mbrs, 8 checking, 1 holiday, 10 direct deposit, 6 payroll deductions, 1 overdraft


NextFollowUpDescription:
11/18/03 - saw 4 - nothing opened at the event


QuickMemo:
Physical address in original paperwork is listed as the same as the Guilford Orthopaedic and Sports Medicine Center.

They are the parent company for Murphy-Wainer Orthopedic Specialists and Guilford Ortho


QuickMemo:
Full company name is Informed Value dba Southern Appraisal Group, Inc.


BusinessDescription:
Inventory Management for Maintenance Repair Operation and Originial Equipment Manufacturer

LostReason:
Owner stated that another Cr union had better rates but would not say who. Then did not respond. Dropped under new RCFCU guidelines


LostReason:
Corporate office will not allow a credit union


QuickMemo:
704-532-3306 Corporate - E. Independence


LostReason:
No local branch. Plant manager does not feel employees would utilize our services without a branch


QuickMemo:
Go out Reynolda Road past Leinbach Machinery. Several miles (Old Richmond). Buildings located on left beside Smitherman Lawn & Garden. Fran Weller is payroll contact by phone, or fax at: 924-5555.


QuickMemo:
Josh's cell phone is 336-504-6475, the number he provided to contact upon referral.


BusinessDescription:
Architectural & Interior Design Services/Engineering-Surveying

QuickMemo:
Headquarters for global company is Edmonton, Alberta, Canada. Southeast Regional Headquarters is in Raleigh, NC;Southwest Region Headquarters is in Phoenix, Arizona. Www.stantec.com


LostReason:
Regional manager did not respond. Dropped under new RCFCU guidelines


BusinessDescription:
Cleaning services for your home and business.

QuickMemo:
Currently work as consultants to Janitorial services who need education on how to clean curtain surfaces/ materials


BusinessDescription:
steel erector for commercial and industrial buildings


BusinessDescription:
This company acquired Universal Solutions, Inc.


QuickMemo:
Paychex
Payroll contact: Donna Stroud
336-778-0701

Owner: Wayne Thomas (wayne@sterlingevents.com)
Controller: Janice Johnson
(Janice@sterlingevents.com)


BusinessDescription:
Landscape architecture and civil engineering.

QuickMemo:
2nd location: 619 S. Cedar St, Suite L, Charlotte, NC 28202; 704-414-2992


QuickMemo:
Check Charter and Business Partner Directory for description of the qualified area.


LostReason:
Company bought out by Inmar Corp. who is affiliated with Truliant


QuickMemo:
Mike Huxley, 645 Griswold Street, Ste 2900, Detroit, Michigan 48226, 313-965-1110, mhuxley@strategicstaff.com
USA Federal

DrivingDirections:
I-77 S
TRADE ST EAST exit, EXIT 10B
SLIGHT RIGHT onto W TRADE ST. 
RIGHT onto S TRYON ST
128 S Tryon St


LostReason:
Already affiliated with Choice Federal CU


QuickMemo:
Part of North Carolina VA Employees FCU #00208 merger


LostReason:
Not interested. Employees surveyed..Three are already cu members and the rest are not interested.


BusinessDescription:
Managed by Liberty Health Care. Still partners with Novant

Company:
Summerstone Health and Rehabilitation Center

QuickMemo:
Formerly Springwood Care Center of Forsyth.


LostReason:
Already affiliated with a credit union in Ft Wayne, NJ

QuickMemo:
Already affiliated with a credit union in Ft. Wayne, NJ


QuickMemo:
Security for Onnovation Quarter and now our Westbrook Office


QuickMemo:
Full company name: Peter Foods, LLC dba Super Compare Foods.

Manny's cell: 336-995-7514.


BusinessDescription:
Communications Provider - Relephone, Internet, IPTV and Security

QuickMemo:
Locations: Dobson, Elkin, Mt Airy, Lexington, Pilot Mountain.


Company:
Surry Community Health & Rehabilitation Center


LostReason:
Several employees are already members of a cr un and there is no interest for the rest of the staff.

MailingAddress:
854 Valley Rd Mocksville Professional Park Ste 100


BusinessDescription:
Mechanical Contractor and business and residential plumbing, piping and HVAC;did our building maint

QuickMemo:
Payroll:done in house
 business acct with BB&T, Cathy Pinnix 336-766-3430
Benefit renewal June & July


QuickMemo:
Referred by Robert Anderson from PointDX.


LostReason:
Owner is 78 yrs old.His brother worked for a cr un and must have had a bad experience. Mr. Orrell does not like credit unions


Company:
Tarheel Investment Holdings DBA Jimmy John Deli


Company:
Taylor Brothers, Inc. dba Conwood Co., LLC

QuickMemo:
Subsidiary of Reynolds American Tobacco.
Affiliated w/ Members CU.
New facility being constructed beside Taylor Brothers plant.


BusinessDescription:
Nonprofit culinary training/restaurant & catering


LostReason:
Not interested since we do not have student loans for their employees.

QuickMemo:
5 locations: Charlotte hdqters/Raleigh/ Florida (3). 30 students in each location. Seek student loans from $7,000 - $25,000.


BusinessDescription:
Offers Litigation software and support to business and government clients

QuickMemo:
See "Notes" re: directions. Lisa's e-mail is: ljc@tcdi.com. Lisa Cain is payroll contact at: 232-5800, or fax: 773-0325.


QuickMemo:
Debra's title is Agency Administrator & Director


QuickMemo:
Part of the Carolina MediCredit CU merger.

Formerly The Children's Center for the Disabled and The Children's Center for the Physically Handicapped.


QuickMemo:
The Cotton Mill Lounge is located inside the The Brookstown Inn.

General Manager is Steve Lawson 725-1120
Claudia is the restaraunt manager 301-8437


QuickMemo:
Notification on web site that they were closing as of March 1, 2019.


QuickMemo:
7 local employees are contract workers for RJR. Mitch Feazel is our local contact at 741-3840.


BusinessDescription:
Pre-hire and post-hire psychological and medical evaluations for safety-sensitive employers

QuickMemo:
Law Enforcement Services Group, PLLC dba The FMRT Group


LostReason:
Company already affiliated with PACE, CU, Grnsboro.


QuickMemo:
Part of Lake Norman Publications

Mecklenburg Newspaper Group-parent company


QuickMemo:
Full name is The Inn at Brookstown, LLC dba Brookstown Inn.


Company:
The International Alliance of Theatrical Stage Emp


BusinessDescription:
Life insurance, estate planning and wealth transfer


LostReason:
Failed to respond to repeated calls. Dropped under new RCFCU guidelines

QuickMemo:
directions: 52N to king exit.  Right off of ramp to 1 stop light, right onto Jefferson church and the building is on the left


QuickMemo:
HQ in Greenville, multiple companies; closest in High Point NC

Mailing for Lora Hollman
ACME Sample
2410 Schirra Place
High Point, NC 27263


QuickMemo:
Full name is The Parenting Path:Positive Actions, Thriving Homes.

Formerly SCAN - Stop Child Abuse Now.


LostReason:
Owner did not respond to information delivered. To lost report under new guidelines.


BusinessDescription:
designs, imports and distributes occasional furniture and home decorating accessories


BusinessDescription:
Insurance company focusing on business insurance,personal lines,contract&Suretybonding, LTC


BusinessDescription:
Temporary, temporary-to-hire and direct hire company

QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

Formerly named Temporary Resources


QuickMemo:
Located in the Union Cross Business Park.


QuickMemo:
Employment verif line: 212-251-5056 ask for Ysa Bogle;
Fax Letter to confirm: 212-251-5415.

New contact in contacts for when Ric retires


QuickMemo:
The school came onboard through the Carolina MediCredit Credit Union merger.

All contacts to go through WSFCS Central Office 336-727-2816.


QuickMemo:
Chris & Linda Patti; Salem and Keith Vest, Greg and Geoiga Wood; amelia and David Caudle


DrivingDirections:
I77 S.
Exit 10A Morehead
Left off ramp - Morehead St.
Left on College St.
601 College St.


LostReason:
President feels as if they must stay impartial since they serve the entire community.

QuickMemo:
Parking available in back of the building.


DrivingDirections:
I77 S
Brookshire Frwy
3rd/4th St Exit - right on Elizabeth
Right on Hawthorne
Hawthorne changes to Queens
5 blocks on left


BusinessDescription:
Contracts with Insurance companies to provide recruiting, etc.


QuickMemo:
Formerly Century Small Business Solutions.


QuickMemo:
Phone # is to Listingbook-Randall Kaplan is involved in both companies.


QuickMemo:
Parsippany location has 1100 employees. It includes: IT, Finance, HR, Distribution/Warehouse.
Other offices: 141 Parsippany Rd. - Whippany - 300 Employees. 
Corporate Headquarters are located in NY City.


Company:
Tina S. Merhoff & Associates Pediatric Dentistry

QuickMemo:
Formerly Pediatric Denistry.

Scanned paperwork lists name as Tina S. Merhoff, DDS, PA.


LostReason:
Company not interested in affiliating with a credit union at this time.


QuickMemo:
Other locations: Hickory, Rocky Mount, Raleigh, and Salisbury.


QuickMemo:
Formerly Hospice & Palliative Care Center.

Part of the Carolina MediCredit Credit Union merger.

phone# for bolton location: 760-1114
Becky Bailey is volunteer services coordinator 
fax# for payroll is 201-5222


BusinessDescription:
distribute film for containers…ice cream, cigarettes(plastic)


QuickMemo:
Firm is owned by two brothers, James and Keith Smith. James's wife, Monica, handles the benefits but she is very sick as of April 2019.


QuickMemo:
Novant

Could not find a web site for company.


LostReason:
Small company. Dropped under new guidelines.


QuickMemo:
Teresa's e-mail is: tnewelltba@yadtel.net. Teresa is payroll contact.
Barbara's e-mail: breecetba@yadtel.net

Barbara no longer there. See activities.


DrivingDirections:
I77 - Exit 28 - Left at end of ramp - about 2 miles on left


QuickMemo:
HUNTERSVILLE COMMUNITY CENTER & Police Dept. 
11725 VERHOEFF DR, HUNTERSVILLE, NC 28078  
Phone: (704) 766-2222


QuickMemo:
Sherri if Office Mgr. for North Wilkesboro and WSNC


LostReason:
Small company with limited employees. No interest at this time


LostReason:
No response from company. Unable to locate. Tele. # not listed.


Company:
Triangle Warehouse & Distribution Services, Inc


QuickMemo:
Corporate is located in Greensboro -  Exit 210 off of I40 - 313 Gallimore Dairy Rd., Greensboro, NC 27409 - PO Box 18846, Greensboro, NC 27419
50 emp in Charlotte; 50 emp in Greensboro


BusinessDescription:
Produces/Distributes materials for the graphics industry.

QuickMemo:
Rodney Ashby is payroll contact.

Heather's cell is (336) 529-3704


NextFollowUpDescription:
11/18/03 saw 12, 5 new mbrs, 5 checking, 1 holiday, 4 direct deposit, 5 pay ded, 2 overdraft, 1 loan


QuickMemo:
Formerly Elms at Tanglewood.

Michelle is at (336) 747-1153


QuickMemo:
They do not have a web site.

Formerly First Impressions Dental Lab and Monroe Dental Laboratory.


QuickMemo:
Full name Tri-Seal, a Tekni-Plex Business.

Formerly Oracle Flexible Packaging, Inc.


QuickMemo:
Formerly Frisby Aerospace.
 Sheila 714-1302


LostReason:
Owner killed in accident on 8-17-00. Stopped action at this time.


QuickMemo:
Still had Indiana facility(production & most employees)


QuickMemo:
2nd location:
123 McMichael Court, Clemmons, NC 27012


QuickMemo:
Beth's cell: 704-578-5534
see notes for locations in NC


LostReason:
No reason given for chosing PACU. Will followup


QuickMemo:
Corporate # (770) 447-9000. 
6600 Governors Lake Pkwy
Norcross, GA 30071


BusinessDescription:
To promote and sell books written, published or distributed by members of the group.

QuickMemo:
Jerry Guesss: forced closed account mbr# 114278 & 112846. FBI is also talking w/ him.  Kalif is friends w/ Jerry so contact Dean Adams  before bringing in assoc.
Lead from Ashley - Khalifah Books 11 miles from Charlotte; 15 miles from Huntersville


Company:
United Guaranty Residential Insurance Co


QuickMemo:
Nathan Chapman's telephone number is 336-282-6295 ext. 7807


QuickMemo:
Heather oversees the Biotech Building; HQ in CLT


BusinessDescription:
Outreach Program for Charlotte, Union County, Cabarras County, and Mooresville

QuickMemo:
PAYROLL: Shari Karriker, 704-371-6204, fax: 704-371-7188, skarriker@uxcentralcarolinas.org, 301 South Brevard Street, Charlotte, NC 28202

DrivingDirections:
I77 S - Exit Trade St. 10B
Right hand Lane 
Right - Brevard
Left - 2nd Street (stoplight)
Left - Caldwell
United Way entrance - left (gate) - park anywhere


QuickMemo:
Part of the Carolina MediCredit Credit Union merger.  17th floor of old Wachovia building is theirs.


LostReason:
Assumed not to be interested. Will not return calls.


QuickMemo:
Jenny - Dean of Students Office 
David Dunn- Director of Alumni Affairs 704-687-2274
Olen Smith- Vice Chancellor of Bus. Affairs 704-687-


Company:
University of North Carolina at Greensboro

Contact3Title:
Executive Director of Campus Enterprises

PrimaryContactTitle:
Executive Director of Campus Enterprises


QuickMemo:
Michael Spinks - owner
Steve Magowan - owner


QuickMemo:
Has Business acct with us; Co-operative is quoting (June '08).


QuickMemo:
Jana Brown does benefits, Shele Espinosa has HR duties,
Hoovers shows a number of 336-492-2428


LostReason:
Already affiliated with VF Federal Cr Un

QuickMemo:
Affiliated with Acclaim Federal Credit Union


DrivingDirections:
85 South
Statesville Exit
L - ramp
1st Signal Light - R - Tipton
End of the road - R side


BusinessDescription:
International photography serving industrial and manufacturing companies


QuickMemo:
Dana's cell is 971-6567

Part of Angell Group


LostReason:
Already affiliated with Arrowood Credit Union


BusinessDescription:
Manufacture and distribute automotive parts


BusinessDescription:
Warehouse & delivery of food products especially for vending machines


BusinessDescription:
Call/fulfillemt center for online retailer


QuickMemo:
Volvo Commercial Finance Contact: Becky Carr 336-393-4029
Volvo Parts Contact: Patty Cook 336-393-2747


QuickMemo:
Formerly Womble Carlyle Sandridge & Rice, PLLC.

DrivingDirections:
77 south exit #10B (Trade St. East) 
I77 S - Exit 9B John Belk
College St. Exit; Right - 2nd Street
Pkg garage on left - 1 Wachovia
They are located on 33rd fl


Company:
Woodard & Company Asset Mgmt. Group, Inc.


QuickMemo:
Gym located across from Hanes Mall branch and 2nd location on Battleground avenue; third location to open by N. Patterson branch later this year


QuickMemo:
Total employee number includes: employees, board of directors and members.


BusinessDescription:
High speed broadband provider, web design, web hosting, etc.

QuickMemo:
Looking to add approximately 7 more employees to total 15. Gary Robinson's number is: 471-1051.


QuickMemo:
Use the company's form for P/R and DD. Monday/Tuesday payroll prepared. Forms must be in by previous Friday. Mideast Division. Larry's e-mail: millerl@vmcmail.com.


LostReason:
Owner does not feel there is enough interest to offer at this time.

QuickMemo:
Triad Business News top 25 fastest growing 10/29/99.


LostReason:
Spoke with regional manager, Mac Donaldson. Company VP will not allow another credit union.

QuickMemo:
Have a CU in Florida per Gary Newsom. 3/7/00 KM     Our contact is Marsha Aldrich at 561-691-6585. E-mail mbaldrich@wackenhut.com


Company:
Wake Forest Baptist Family Medicine - Foothills

QuickMemo:
Formerly Aegis Family Health Center - Mt Airy.


BusinessDescription:
A large group of medical practices throughout this area.

QuickMemo:
This location has closed.

Formerly Aegis Family Health Centers.

Other Locations are listed under NOTES


Company:
Wake Forest Baptist Health - Wilkes Medical Center


QuickMemo:
Sara Frye is payroll contact. Sara's phone number is 716-5343.  Fax number is 336-716-6203
Gentiva is affiliated with Truliant

Formerly Baptist Hospital Home Health Care.


Company:
Wake Forest Baptist Health Family Med Peace Haven


Company:
Wake Forest Baptist Health Neurology - Triad


Company:
Wake Forest Baptist Health Podiatry - Thomasville


QuickMemo:
Formerly North Carolina Baptist Hospital.


Company:
Wake Forest Health Network Internal Med-Wilkes


QuickMemo:
Employment verif: 758-5241. office is across from pit room 21
Charlotte location - Leslye Gervasi 704-365-1717 - 6 employees

DrivingDirections:
Reynolda Hall- across from the chapel. Enter through the main doors, turn left and go all the way to the end of the hallway. Take stairs down one level and HR is around the corner.


QuickMemo:
Harold Holmes - Dean of Student Services


QuickMemo:
Kim Dick requests new membership packets 336-731-5286. Lisa Craven is payroll contact at: 731-5493, or fax: 731-5385.


LostReason:
Feel that affiliation would be a conflict since they have their own "bank".

QuickMemo:
Rick's e-mail address is rlpatte@wal-mart.com


Company:
Walter Robbs Callahan & Pierce Architects, PA


QuickMemo:
Melissa is in Lincolnton; 75 in NC - most in Lincolnton, 6 in Clt


BusinessDescription:
electrical construction and service contractors


BusinessDescription:
Commercial & Institutional Millwork Manufacturer


Company:
Wayne Cannon Physical Therapy & Associates


QuickMemo:
Wayne Farms won an award at the MA Business Excellenece Award Dinner


QuickMemo:
Do Not Drop In - Must make an appt - See Activities.


QuickMemo:
This SEG Code tracks Wealth Management Family


QuickMemo:
Greensboro Office too:
204 Pomona Drive
Greensboro, NC 27407


LostReason:
Not a good time to consider adding a benefit.


LostReason:
Owners not interested in offerintg at this time.


QuickMemo:
Steve is the President of The Robertson Group and WPHOA President


BusinessDescription:
Aging-adult services; Upscale retirement community

QuickMemo:
Full business name is Well-Spring Services, Inc dba The Well-Spring Group.

Locations in Greensboro, Burlington and Charlotte.


QuickMemo:
SRCU/the teacher is Donna Southers
dsouthers@wsfcs.k12.nc.us


QuickMemo:
Company referred to business development by Ricky Spears. Only 15 employees are full-time and are offered direct deposit. Electronic payroll processing is NOT offered to the other 550+ seasonal employees. Company cannot be approved for membership.


QuickMemo:
Employment Verification Line: 716-0175   LUBA #716-6713 msears@wfubmc.edu (Mark Sears)
chuffman@wfubmc.edu (Cathy Huffman)


MailingAddress:
WFUBMC Medical Center Blvd. - PR/Marketing


LostReason:
Company already affiliated with Choice CU

QuickMemo:
Per 2013 phone conversation - No onsite visits/Coonfirmed again on June 12, 2021

Formerly Kobe Wieland Copper Products, LLC and Kobe Copper Products, Inc.

Web address correct. Our system will not open.


QuickMemo:
Dutch is one of the owners of Give Back Inc.


QuickMemo:
Corporate in Phoenix.  Payroll out of corporate.


BusinessDescription:
Wholesale plumbing supplies,PVF & tools; Residential & commercial

QuickMemo:
Has locations in Wilkesboro (6) & Charlotte (9).                          Under 50 Ees


LostReason:
Managing director said he was not interested in affiating with any credit union.


BusinessDescription:
non-profit group. John Williams on the Board of Directors

LostReason:
Not interested now. Only wants business banking.


QuickMemo:
Working w/Ira William & Napoleon Richardson to help affiliate


QuickMemo:
Very small; address appears it may be residential


Company:
Winston-Salem Industries for The Blind, Inc.

QuickMemo:
Satelite plants in Asheville, NC and Puerto Rico.                      Affiliated w/Truliant


QuickMemo:
Angie's e-mail is: president@winstonsalemjaycees.org. Angie's work phone # is: (336) 760-2547.


BusinessDescription:
Non-profit association / youth soccer and field hockey league


BusinessDescription:
real estate trade association  in Forsyth, Stokes, Davie, Yadkin and Davidson counties

Company:
Winston-Salem Regional Association of REALTORS


Company:
Wolfe Marketing Enterprises, Inc. dba Reuben Rink


QuickMemo:
Formerly Womble Carlyle Sandridge & Rice, PLLC.

Send additional copies of promotional materials. Email: ktedrow@wcsr.com  Linda Williams 747-2717; Pat Valentine, Resource Coordinator 747-2676
Heather ph#336-721-3676. Diane Elledge is payroll contact.

DrivingDirections:
Take exit 5D off of Business I-40. end of ramp turn left. Go thru 5 stop lights and turn left onto 5th street. Then at light turn left onto Liberty. Stay in left lane and go into parking deck. Park where it says Womble Client. 8th floor in the building 15.2 miles total


QuickMemo:
Formerly FirmLogic Limited Partnership. Merged with Womble Carlyle 2007.

Coordinate on-site with Connie Shoaf


LostReason:
This company is a part of Tyco Electronics who have their own credit union

QuickMemo:
Jean Firth 800-715-3289 ext 12583  FAX 800-682-7265 They are part of Tyco Electronics (have their own credit union)


Company:
Yadkin Valley Telephone Membership Corporation


QuickMemo:
Formerly YMCA of Winston-Salem/Forsyth County.

Part of the Carolina MediCredit Credit Union merger.

See NOTE PAD for all locations.

Need to mail 18 Posters for Quarterly mainling

19th floor of Winston Tower

DrivingDirections:
Central: 721-2100 Fax 721-2106 

775 West End Blvd W-S, NC 27101

Gisela Whitbred

Kernersville Family Y Adress:

1113 W Mountain Street, Kernersville, NC, 27284

 

Winston Lake: 724-9205 Fax 724-7754

901 Water Works Rd W-S, NC 27101

Jolyn Roberts

 

Kernersville: 996-2231 Fax 996-8605

1113 W Mountain St Kernersville, NC 27284

Ann Crutchfield

 

Camp Hanes: 983-3131 Fax 983-4624 (M)

1225 Camp Hanes Rd King, NC  27021

Becky Zander

 

Metro: 777-8055 Fax 722-5022 & 777-6345

301 N Main St Suite 1900 W-S, NC 27101

Karen Shermer

 

COS: 722-9772 Fax 722-4272 (M)

500 W 4th St Suite 103 W-S, NC  27101

Jamie Post

 

Davie: 751-9622 Fax 751-9420 (T)

215 Cemetery St Mocksville, NC 27028

Sarah Tolbert

 

Stokes: 985-9622 Fax 985-3976 (M)

105 Moore Rd King, NC  27021

Ellen McIntosh

 

West Forsyth: 712-2000 Fax 712-2005 (M)

1150 S Peace Haven Rd Clemmons, NC 27012

Lynn Beuter

 

ChildcareServs:777-8055 Fax 777-6345 (T)

301 N Main St Suite 1900 W-S, NC  27101

Brooke Patterson

 

Yadkin: 679-7962 Fax 679-7983 (T)

6540 Service Rd Yadkinville, NC 27055

Janet Crutchfield

 

Wilkes: 838-3991 Fax 838-0979 (T)

1801 YMCA Blvd Wilkesboro, NC  28697

Kerri Askew

 

Fulton: 661-1093 Fax 661-2078 (T)

385 W Hanes Mill Rd W-S, NC 27105

Gina Copeland


QuickMemo:
Stands for Yadkin Valley Economic Development District, Inc.


# tblToDoItems

Description:
followup from participation report.  talk about possible visit in march


Description:
get back with gail about flyers that I faxed on Monday


Description:
talk with michelle about possible visit in 1st quarter


Description:
call monty venable again for confirmation on the credit union, left message


Description:
called and left message for sign up with update on number of employees


Description:
visits to doctors offices with belinda wilson


Description:
initial call to research interest in credit union


Description:
visiting with kathy alexander the highland oaks location


Description:
call for interest in carfacts seminar in august


Description:
call to follow up if haven't heard from darleen


fldCloseDescription:
Stopped by to meet Margaret; chatted briefly about C/U affiliation.  Expressed concern about affiliation in that they are steering employees to a particular financial institution (?).  Explained it is a voluntary, no cost benefit that the employee can choose to take advantage of.  Will F/U wk of 10-8-07.


Description:
Follow up to meet with Pragna so we can determine best time to meet with employees and what her expectations are for Business Development.


Description:
Intro appointment with Victoria goes by Vickie


Description:
Follow up with Sarah to discuss expectations for Allegacy's Business Development


Description:
Call Linda Whitaker to schedule appointment


Description:
Scheduled intro visit for Jennifer and I to get expectations


Description:
Call to drop off flyers for employees and check on the business service transaction


Description:
Email Carrie to see what time works best for me to drop off package to her Monday

fldCloseDescription:
dropping off flyers on Monday the 11th at 4:15


Description:
Call to schedule meeting with Chrisitie was out of office would be in tomorrow


fldCloseDescription:
Provided Carrie with update flyer information no other needs


Description:
Call to see if they need additional information membership kit, flyers, etc…


Description:
Call to schedule intro meeting it is important that I get in front of Denise so she can see the benefit since it has been a while since we have been out to the company


Description:
Meeting with Tikia Intro appt next Thursday at 11


Description:
Call Lane Newsome about meeting for lunch to discuss benefits and health insurance


Description:
call to check on her recovery and schedule intro meeting


Description:
call Teresa to look at enrollment options


Description:
follow up with the date for visit and consolidation options for benefits to provide to employees at orientation


Description:
email Lisa about the date check with MTG and CUSO


Description:
Intro meeting to discuss employee benefits


Description:
Financial Success Workshop scheduled with Amanda


Description:
Lunch and Learn Scheduled with Lisa with partnership from CUABS AND MTG


Description:
Provide Pam with package options for employees check to see if they have a break room area that info can be posted


Description:
Need to contact Kim Cannon via email end of August to schedule onsite time for the month of September.


Description:
Need to email or phone Pam and see if we can be onsite during their benefit time for servicing their employees who are members


Description:
Email Bob Sari to follow up on 504 loan package.


Description:
Follow up about possible Lunch-n-Learns starting in January 2013


Description:
call Joy Budkey to set up meeting/as long as 'flu season' is over


Description:
Please follow up with an email to Kim about coming onsite


Description:
Follow up with an email to Elizabeth about coming onsite and doing a presentation.


Description:
Follow up with an email to Lakesah about coming onsite.


Description:
Follow up with Kim about coming and doing an onsite visit


Description:
Email Cheryl Kennedy with Southern Fastners to talk about AFCU attending open enrollment for January.


Description:
Sue asked that I call back and see how things are going and maybe they would have a staff meeting scheduled and I could do something then.


Description:
Need to follow up with Jill if I do not hear from her in August.


Description:
Follow up with a phone call after sending the welcome letter


Description:
folliow up with a phone call from welcome email

fldCloseDescription:
Benefit rep requested to cancel partnership. Corporate is now in Texas and they make the decisions.


Description:
Follow up with a phone call after welcome letter

fldCloseDescription:
Called and found out contact info had changed. Resent letter to Rup and will follow up with a call in a couple of weeks


Description:
Followup with a phone call from welcome letter


Description:
Follow up with a phone call after sending welcome letter

fldCloseDescription:
Made phone call and left message for Jim to discuss partnership with Allegacy.


Description:
Follow up with a phone call after sendng intro email

fldCloseDescription:
Called and left message for Deborah King to call me back to discuss partnership with Allegacy


Description:
Follow up with a phone call after sending email to introduce myself.

fldCloseDescription:
Called to speak with Carin Brown about their partnership with Allegacy. Carin is no longer employed there,. I left a message for Carolyn Mochan


Description:
Follow up with phone call after into email

fldCloseDescription:
Followed up with an phone call. Rep info not correct and Laura the one I talked with said they are dealing with Wells Fargo. Not sure if they are interested in partnership. She asked me to send the letter to her and she would find out.


Description:
Followup with a phone call after intro letter.

fldCloseDescription:
Followed up with a phone call to Marquita and left message. Information I had was correct. Will wait for her to call back before closing out this item.


Description:
Need to contact Martha to schedule an onsite.


Description:
Sent email to Teresa offering AFCU benefits for staff. If I do not hear back from her this time I will and ask if she is still interested


Description:
Did a follow up call and was told Giner Waggoner was the benefits rep. Left message with my phone number for her to call. Will follow up again in a couple of weeks


Description:
Did a follow up phone call and Ruth was is a meeting so I left a message for her to call me. Will follow up with another phone call I two weeks.


Description:
Did a followup phone call and left a message for the HR department. Told them about our partnership and expalined I would like to talk to them to share the benefits of Allegacy.


Description:
I did a follow up phone call with Angela an dgot voice mail,. Left my information and will follow up in a couple of weeks with another call.


Description:
Did another phone call and left a voicemail for Deborah King to call me about the benefits of Allegacy. Will see what happens.


Description:
Did my follow up phone call but Laura never received my email into letter. Resending and then will call in a week.


Description:
phoned Ginger asking if she would return my call.


Description:
Call Kathleen back and set up lunch to discuss AFCU.


fldCloseDescription:
Left voice mail for Conway….will follow up with call


Description:
finally spoke with the rep and she was not interested in Allegacy

fldCloseDescription:
Seg Rep was not interested in Allegacy at this time. Said she would call if she had a need.


Description:
Follow up with Jerrica regarding SEG paperwork


Description:
Follow up with Lilly regarding SEG membership


Description:
Follow up with Twyla and Myra regarding on-site reschedule


