Your browser does not support HTML5 video.
A New Wealth Management Dimension
Special Guest - David Stone - President of IRS Solutions
Special Guest - James Tennies - President of InCap Group, Inc.
Special Guest - Ken Bero - Director of Channel Sales at Quist Valuations
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 - Robert Merl - BRN National Practice Director - BDO USA, LLP
Special Guest - Jeff Bae, JD, CVA - Managing Director of Valuation Services