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  • Exit Planning Exchange
Exit Planning Exchange
Jan
10

XPX Charlotte: Membership Social & Membership Recruitment Event

Details

Date & Time

Wed, Jan 10th, 2024 â‹… 5:00pm - 7:00pm (EDT)

Location

Gilde Brwery, 3530 Dewitt Lane, Charlotte, NC 28217

Tickets

Charlotte Members
$0.00
Non-Members
$0.00
Guests

Registrants

45 people attended
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Scott Butler of B2B CFO is a member of XPX Charlotte
SD
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
+40

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

Two drink maximum and appetizers will be provided.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
SD
Sherre’ Demao
BizGrowth Inc
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
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
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Founder / Owner
BS
Brian Steen
Steen Valuation Group, LLC
CL
Chris Loucy
J Galt Finance Suite
PS
Paul Solitario
Bray Ventures, LLC
SD
Stephen Dotson
Wells Fargo Advisors
TS
Ted Smoyer
GreerWalker LLP
DK
David Kostmayer
GBK Advisors PLLC
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
BB
Bob Battista
B2B CFO
MG
Meaghan Gross
Bank of America
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
EL
Ellen Linares
Selwyn Financial LLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
LW
Laura Ward
Bernard, Robinson & Co
LL
Lena Lumelsky
Woland Web
ML
Mary Lytch
NA
RB
Robert ("bob") Beggs
First Horizon
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Derek Crevello of MSouth Capital is a member of XPX Atlanta
Derek Crevello
MSouth Capital
ML
Mary Lytch
N/A
SB
Shane Brotherton
Pinnacle Financial Partners
JK
Jay Kelly
Rootstock Consulting
BS
Ben Stradtmann
Schooley Mitchell
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
ML
Matt Levenson
Kian Capital
Natalie Khoury of GreerWalker CPAs & Advisors is a member of XPX Charlotte
Natalie Khoury
GreerWalker CPAs & Advisors