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A New Wealth Management Dimension
Special Guest - Ken Bero - Director of Channel Sales at Quist Valuations
Special Guest - Darren Sugiyama - Founder & CEO of Lionsmark Capital
Special Guest - Dan Kreuter - Founder & CEO of Gladstone Group
Special Guest - Alicia Chandler - President of Oak Street Funding
Special Guest - Joseph Bennett - Director of National Accounts at The Bancorp Bank
Special Guest - Michelle Diamond - Chief Development Officer of Cumberland Trust Company
Special Guest - Raffaele Mautone - CEO and Founder of AaDya Security
Special Guest - Robert Merl - BRN National Practice Director - BDO USA, LLP
Special Guest - Robert Merl - BRN National Practice Director - BDO USA, LLP
Special Guest - Jeff Bae, JD, CVA - Managing Director of Valuation Services