The Napa Valley Register publishes business news items in our Biz Buzz feature in the Business section.A
Here are some of the latest Biz Buzz items featured in the Napa Valley Register, in case you missed them.
WineDirect and Tock announced a partnership to integrate software systems “to improve hospitality and sales at wineries throughout North America.”
Tockas reservation system and WineDirectas direct-to- consumer software will combine “to provide better hospitality to millions of wine drinkers, whether on a visit to their favorite vineyard for tastings and tours, or making a purchase from home,” said a news release.A
aTockas focus on facilitating high-quality hospitality and customer experiences align closely with WineDirectas philosophy and made them the obvious partnership choice,” said Joe Waechter, president and CEO of WineDirect.
The integration between Tock and WineDirect will enable clients to “leverage deeper customer insights, improve efficiencies in the tasting room, reduce no-shows and increase direct-to-consumer sales,” said the release.A
Info: winedirect.com
Triangle Wine Experience and Vinventions announced the donation of $100,000 to the community foundations of Napa Valley and Sonoma County in support of California wildfire relief.
After watching the devastating fall 2017 fires overtake the vineyards and homes of close friends, Vinventions, a provider of bottle closures for the wine industry, and Triangle Wine Experience, a fundraiser for Frankie Lemmon School & Development Center in Raleigh, North Carolina, made a commitment to help, said a news release.A
On June 15, the two companies hosted the Raleigh, North Carolina-based aCue for Cali fundraiser,A drawing a crowd of more than 300 people and raising just over $100,000.A
The donations were presented this week to the Napa Valley Community Foundation and the Community Foundation of Sonoma County by representatives of Vinventions and Triangle Wine Experience.
“We wanted to send a very clear message to all of Napa, Sonoma and the other areas affected, that we are with them,” saidA Malcolm Thompson, Vinventionsa chief innovation officer and president, Americas.
Info: vinventions.com
Biz Buzz: Ami leaving job as CEO of OLE Health Foundation
Tanir Ami, the CEO of theA OLE Health Foundation, will leave her job at the nonprofit on July 11.A
Ami was formerly the CEO of OLE Health itself.A
In 2017, the OLE Health board of directors announced that Ami would transition out of her role as CEO, into a part-time role as CEO of the organizationas fundraising arm, the OLE Health Foundation.
The current CEO of OLE Health isA Alicia Hardy.A
Ami’s decision to leave the OLE Health Foundation, “was expected since Tanir was part-time in her role and she will be launching her own independent consulting moving forward,” said Fernando Diaz, OLE Health spokesperson.A
“The past eight years have been the most rewarding professional years of my life,” said Ami. “Every day, regardless of the size of the challenge, has been a blessing.”A
The nonprofit will begin a search for a full-time replacement for CEO of the OLE Health Foundation, said Diaz.A
Ami said her next step was “to launch myself entirely into executive coaching, which has become a new passion of mine.”A
Biz Buzz: Klendworth appointed Morgan Stanley wealth management branch manager Klendworth as branch manager of the firmas wealth management office in Napa at 700 Main St.
In this role, Klendworth is responsible for supervising 18 financial advisers and assisting them in delivering wealth management services.
Klendworth, who has been with Morgan Stanley Wealth Management since 2002, holds a bacheloras degree from the University of California, San Diego in economics.
Info: morganstanley.com,A 707-254-4408
team at Keller Williams Realty.
For nearly two decades, Fowler has specialized in recruiting and relocating physicians and healthcare providers to Napa Valley.
Fowler provides “months, and even years, of both before-sale and beyond-the-sale concierge-style follow-up attention and services,” to his clients, said a news release.A
Info: 707-225-1441, AmyBurnside.com
Biz Buzz: McCuen of Napa Wealth Management earns designation
George McCuen CFP, of Napa Wealth Management, recently earned the Certified Private Wealth Advisor designation (CPWA).
The CPWA is an advanced education and certification program for financial advisers who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation and distribution.
As of 2018, there were fewer than 1,500 CPWA designees worldwide, said a news release.
aThis designation puts George in an elite group of advisors,a said the release.
Napa Wealth Management has been serving affluent clients since 1997 as their personal chief financial officer.
In addition, Napa Wealth Management is the portfolio manager for the James Alpha Momentum Fund, formerly the NWM Momentum Fund.
Napa Wealth Management is located at 1836 Second St.
Info: 707-252-1343
