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  • Exit Planning Exchange
Exit Planning Exchange
Oct
12

XPX Greater Boston: Joint Networking with AM&AA

Details

Date & Time

Thu, Oct 12th, 2023 â‹… 4:00pm - 8:00pm (EDT)

Location

Lord Hobo Brewing Co., 5 Draper St., Woburn, MA 01801

Tickets

AM&AA Members
$55.00
AM&AA Members Same Day/Walk-In
$65.00
Non-Members
$85.00
Non-Members Same Day/Walk-In Fee
$95.00
XPX Greater Boston Members
$55.00
XPX Greater Boston Members Same Day/Walk-In
$65.00
Guests

Registrants

85 people attended
Jared Shwartz of Hinckley, Allen & Snyder LLP is a member of XPX Greater Boston
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
+80

Join us for an evening of Octoberfest and Networking with AM&AA at Lord Hobo Brewery.

Appetizers and Drinks will be served.


Registration Fees:

XPX Greater Boston Members: $55.00
XPX Greater Boston Members Same Day/Walk-in Registration: $65.00

Non-Members: $85.00
Non-Members Same Day/Walk-in Registration: $95.00

AM&AA Members: $55.00 (PROMO CODE NEEDED FOR DISCOUNT- READ BELOW)
AM&AA Members Same Day/Walk-in Registration: $65.00

AM&AA MEMBERS PLEASE CONTACT YOUR ORGANIZATION TO GET YOUR PROMO CODE. XPX CAN'T VERIFY YOUR AM&AA MEMBERSHIP. 

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.
Jared Shwartz of Hinckley, Allen & Snyder LLP is a member of XPX Greater Boston
Jared Shwartz
Hinckley, Allen & Snyder LLP
Rudy Scarito of RS Finance & Consulting, LLC is a member of XPX Greater Boston
Rudy Scarito
RS Finance & Consulting, LLC
Sarah Grossman of Baystate Business Brokers is a member of XPX Greater Boston
Sarah Grossman
Baystate Business Brokers
Brian Kelleher of Mohamed-Merola Private Wealth at JP Morgan is a member of XPX Greater Boston
Brian Kelleher
Mohamed-Merola Wealth Management
PO
Paul Oliveira
KLR
RD
Renee Durning
TD Bank
Kate Soto of Mirus Capital Advisors is a member of XPX Greater Boston
Kate Soto
Mirus Capital Advisors
DC
Dan Corcoran
MCRC
RC
Rick Clemon
Clemon Consulting
JD
John Dwyer
TD Bank
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
DK
Diana Kenneally
BNY MELLON
EP
Evan Pedi
Salem Five Bank
ES
Eric` Sigman
Ruberto, Israel & Weiner PC
FV
Frederic Vieil
Hexagone
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
True North Advisors Group, LLC
HR
Havell Rodrigues
New Majority Capital
Kyle Scandore of McLane Middleton, P.A. is a member of XPX Greater Boston
Kyle Scandore
McLane Middleton, P.A.
Lynn Schade of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Lynn Schade
Middlesex Savings Bank
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
BayState Business Brokers
Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
Greg Romero
Romero Solutions Group
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
WW
William Wilcoxson
Osage Advisors
CS
Craig Cpwa(r) Slater
Morgan Stanley
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
Rutherford Advisors, Inc.
Kevin Dougherty of KD-Partners Business Brokerage and Valuation Services is a member of XPX Greater Boston
Kevin Dougherty
KD-Partners Business Brokerage and Valuation Services
MD
Mark Digiovanni
ATX Advisory
John Bobbin of Cambridge Savings Bank is a member of XPX Greater Boston
John Bobbin
Cambridge Savings Bank
JI
Jennifer Irving
McLane Middleton
Joshua French of Morgan Lewis is a member of XPX Greater Boston
Joshua French
Nutter McClennen & Fish
TD
Todd Davock
Axiom Commercial Finance
William Rodgers of Shipman & Goodwin LLP is a member of XPX Greater Boston
William Rodgers
Tarlow Breed Hart & Rodgers, PC
Gregory Caswell of Caswell Advisory Group is a member of XPX Greater Boston
Gregory Caswell
Caswell Advisory Group
SB
Sara Bowdoin
Siguler Guff & Co
JK
Jessica Kouyoumjian
Cambridge Savings Bank
JB
John Brice
Baystate Business Brokers
DL
David Landrum
Integrated Growth Advisors
Ramsey Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State
Ramsey Goodrich
Carter Morse & Goodrich
CB
Chuck Budd
Avidia Bank
Kevin Dougherty of KD-Partners Business Brokerage and Valuation Services is a member of XPX Greater Boston
Kevin Dougherty
KD-Partners Business Brokerage and Valuation Services
GB
Geoffrey Bradley
Carter Morse & Goodrich
LV
Lars Vaule
Pilotage Partners LLC
Gabrielle Jenkins of Waypoint Growth Advisors is a member of XPX Greater Boston
Gabrielle Jenkins
Waypoint Growth Advisors
Robert Leonard of BerryDunn is a member of XPX Greater Boston
Robert Leonard
BerryDunn
LY
Li-Mei Yang
Customers BAnk
AG
Angela Gee
Cambridge SB
RL
Rob Look
Middlesex Savings Bank
David Poulin of RBC Wealth Management is a member of XPX Greater Boston
David Poulin
RBC Wealth Management
PC
Patrick Carey
Bridgepoint Consulting
LH
Lisa Hudson
Washington Trust Company
Martin Lowenthal of The Bulfinch Group is a member of XPX Greater Boston
Martin Lowenthal
The Bulfinch Group
PK
Paul Kelly
Berkshire Bank
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
RS
Robert Schildkraut
Falcon Management LLC
BK
Brad Kayton
CFO Center
SV
Stephen Vesey
Exit The Family Business
David Walsh of Oberon Securities is a member of XPX Greater Boston
David Walsh
Oberon Securities
CW
Charles Wyrwa
M&T Bank
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Craig James of Vistage International is a member of XPX Greater Boston
Craig James
Vistage International
NB
Nicole Bodoh
Devine, Millimet
SC
Steven Cohen
Devine, Millimet & Branch, Professional Association
BW
Benjamin Winer
Devine, Millimet & Branch, P.A.
CA
Chris Avery
JP Morgan
MD
Michael Dimuccio
Bank of America Private Bank
John Malone of Business Improvement Group, LLC is a member of XPX Greater Boston
John Malone
Business Improvement Group, LLC
WC
William Callif
Devine Millimet & Branch, Professional Association
DM
Dan McCarthy
M&T Bank
KC
Kenneth Connors
Truist
AK
Armen Krmzian
Bank of America
ZT
Zachary Taylor
Blue Herring LLC
CT
Catherine Tran
CohnReznick, LLP
CH
Carol Hansen
Brookline Bank
SM
Sean McGrath
Brookline Bank
TB
Tony Boschetto
KLR Outsourcing
JC
John Cohan
Gesmer
JG
Jeffrey Glashow
Middlesex Savings Bank
AB
Alex Biega
Wincove Private Holdings
Ryan Goral of G-Spire Group is a member of XPX Greater Boston
Ryan Goral
G-Spire Group
DR
David Roache
Exit the Family Business
SB
Sean Byrnes
GS
George Shaw
PKF O'Connor Davies LLP