Wells Fargo Advisors provides Chapel Hill financial advising with eight named advisors and services including retirement planning, estate strategies, insurance, and education funding.
Pharma Initiatives specializes in clinical development and medical affairs operations, with documented CTMS implementations and an 8-week CRO acquisition integration.
Biopharma companies redesigning clinical development operations
CROs selecting or implementing a CTMS
Medical affairs organizations developing field, medical information, or access and reimbursement processes
Oversaw a rapid, 8-week integration of a new CRO acquisition; created a medical affairs functional development plan in less than 12 weeks
Blackline Solutions provides bookkeeping, financial analysis, and fractional controller support through team members with more than 20 or 25 years of experience.
Businesses needing ongoing bookkeeping and account reconciliation
Organizations needing QuickBooks setup or maintenance
Companies needing internal financials, reporting, budgeting, or forecasting
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