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  • Exit Planning Exchange
Exit Planning Exchange
Sep
14

XPX Charlotte Membership Social and Membership Recruitment Event

Details

Date & Time

Thu, Sep 14th, 2023 â‹… 4:30pm - 6:30pm (EDT)

Location

Rusty Bucket Restaurant and Tavern, 4810 Ashley Park Lane, Charlotte, NC 28210

Tickets

Charlotte Members
$0.00
Non-Members
$0.00
Guests

Registrants

51 people attended
Jeff Cline of BGW CPA is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
LW
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
+46

There is no fee for this event but on-line registration is required for headcount purposes.

Drinks and appetizers will be provided.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
LW
Laura Ward
Bernard, Robinson & Co
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
EL
Ellen Linares
Selwyn Financial LLC
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
HB
Harry Blondell
Sandee Road Ventures
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
BB
Bob Battista
B2B CFO
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
EE
Erika Erlenbach
ASCENSION LAW
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Allen Maupin of Edward Jones is a member of XPX Charlotte
Allen Maupin
Edward Jones
SW
Seth Wheeler
Self Employed
AS
Andreas Schuhmacher
Ardor Commercial Advisors, LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
RB
Robert ("bob") Beggs
HomeTrust Bank
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
LL
Lena Lumelsky
Woland Web
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
SD
Stephen Dotson
Wells Fargo Advisors
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
SN
Sulayman Nyang
Edward Jones
JT
Jonathan Tedesco
Morgan Stanley
SD
Sherre’ Demao
BizGrowth Inc
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
NM
Nicole Mottershead
GreerWalker
DK
David Kostmayer
GBK CPA
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
AM
Adrienne Matt
Fractional CMO for Mid-Market B2B Services Companies
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management
GP
Gary Parker
GreerWalker CPAs & Advisors
TR
Tom Reda
Profit Advisory Group
CD
Carrie Dyckman
BGW CPA, PLLC
DK
Dillon Kosofsky
HK
Howard Kosofsky
KS
Ken Samuelson
The Morehead Group
VH
Vivian Huang
Morehead Group
DS
David Short
Windermere Group
JB
Justin Bender
Windermere