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  • Exit Planning Exchange
Exit Planning Exchange
Jul
12

XPX Greater Boston Summer Social Celebration

Details

Date & Time

Wed, Jul 12th, 2023 â‹… 4:30pm - 7:30pm (EDT)

Location

Granite Links Country Club - 100 Quarry Hills Dr, Quincy, MA 02169

Tickets

Greater Boston Members
$0.00
Non-Members Regular Fee
$95.00
Non-Members Same Day Fee
$105.00
Guests

Registrants

90 people attended
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
+85


REGISTRATION FEES:

XPX Greater Boston Members - No Fee. Online registration is required for headcount purposes.

Please note: If you apply for membership before July 12, we will waive the registration fee. Click HERE to join today!

Non-Members Regular Fee:  $95.00
Non-Members Same Day Fee:  $105.00

Includes appetizers and 2 drink tickets.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Gregory Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Gregory Rush
Dunn Rush & Co. LLC
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
Mohamed-Merola Wealth Management
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
Bill Rodgers
Tarlow Breed Hart & Rodgers, PC
Lew Segall of Sullivan & Worcester LLP is a member of XPX Greater Boston
Lew Segall
Sullivan & Worcester LLP
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
AM
Andrew Merken
Burns & Levinson LLP
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
ZF
Zane Fernandez
Gesmer Updegrove LLP
HR
Havell Rodrigues
New Majority Capital
Ken Segal of LGA, LLP is a member of XPX Greater Boston
Ken Segal
LGA, LLP
Beth Chea of Transworld Business Advisors of Boston is a member of XPX Greater Boston
Beth Chea
Transworld Business Advisors of Boston
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
JS
John Jr. Surrette
KLR
JM
John McGourty
CFG / MassMutual
JY
Joseph Yotts
TD Bank
MM
Michael McEntee
A. Neumann & Associates
Matthew Slaney of FinArc Investments, Inc. is a member of XPX Greater Boston
Matthew Slaney
FinArc Investments, Inc.
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
RC
Rick Clemon
Clemon Consulting
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
LS
Laurence Stybel
Stybel Peabody & Asdiciates, Inc.
DR
David Roache
Exit the Family Business
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
TS
Tom Sherwin
CEO Resources, Inc.
Chris Mellen of VRC / Valuation Research Corporation is a member of XPX Greater Boston
Chris Mellen
VRC / Valuation Research Corporation
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
DP
Daniel Paris
Bank of America Private Bank
RL
Robert Lorenson
TD Bank, N.A.
Jack Finning of AAFCPAs is a member of XPX Greater Boston
Jack Finning
AAFCPAs
JD
John Dwyer
TD Bank
James Turner of 5th Line is a member of XPX Greater Boston
James Turner
5th Line Capital
Bennett Rush of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Bennett Rush
Dunn Rush & Co. LLC
RO
Richard O'Neil
AAFCPAs
Marius Dehelean of TD Bank is a member of XPX Greater Boston
Marius Dehelean
TD Bank
NS
Noah Schlesinger
AllianceBernstein
John Weeks of Focus Partners Wealth is a member of XPX Greater Boston
John Weeks
The Colony Group
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
JM
John Moffitt
5th Line Capital LLC
CB
Chuck Budd
Avidia Bank
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
SB
Susan Black
Boston Financial Management
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit The FamilyBusiness
Andrew Crain of Mirus Capital Advisors is a member of XPX Greater Boston
Andrew Crain
Mirus Capital Advisors
WW
William Wilcoxson
Osage Advisors
RW
Rick Weed
SES ESOP Strategies
MC
Melissa Cilmi
Merrill Lynch
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
RB
Ryan Bowler
Dunn Rush & Co. LLC
CS
Craig Cpwa(r) Slater
Morgan Stanley
TB
Tony Boschetto
KLR Outsourcing
DS
Dan Cpa Seaman
AAFCPAs
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Mohamed-Merola Private Wealth Management
Gabrielle Piasio of Grasshopper Bank is a member of XPX Greater Boston
Gabrielle Piasio
Cambridge Trust
Marc Scribi of BerryDunn is a member of XPX Greater Boston
Marc Scribi
BerryDunn
AK
Armen Krmzian
Bank of America
EB
Elisabeth Bassett
CEO Resources, Inc.
AH
Amelia Heroux
Insperity
SD
Suzanne Dwyer
MCRC
DR
Dan Rapoza
Salem Five Bank
TD
Todd Davock
Axiom Commercial Finance
LY
Li-Mei Yang
Customers BAnk
RK
Ruben Klein
R. Klein Consulting LLC
BP
Brian Pineau
New World Advisors
MN
Matthew Nutter
Webster Bank
AT
Adam Trivilino
RogersGray A Baldwin Risk Partner
PS
Paul Schmid
ArentFox Schiff LLP
JW
Jordan Walsh
Schlossberg, LLC
Trammel Martin of UBS Financial Services is a member of XPX Greater Boston
Trammel Martin
UBS Financial Services
PK
Paul Kelly
Berkshire Bank
KM
Kevin McAuliffe
Bernstein Private Wealth Management
DR
Donna Rustigian Mac
iVoice Communication
CW
Charles Wyrwa
M&T Bank
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
MH
Mark Haley
DST Advisory Group
Paul Edelman, PhD, PCC of Edelman & Associates is a member of XPX Greater Boston
Paul Pcc Phd Edelman
Edelman & Associates
JH
Jeremy Halloran
Bank of America
AT
Andy Thomes
Avalon Quality Partners
MM
Milton Manousaridis
JP Morgan Chase
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
Baystate Business Brokers
JL
Joseph Lattari