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  • Exit Planning Exchange
Exit Planning Exchange
May
01

XPX Greater Boston Emerging Professionals – Developing Your Network: Transitioning from Do-er to Generator

Details

Date & Time

Wed, May 1st, 2024 ⋅ 5:00pm - 7:00pm (EDT)

Location

Nutter McClennen & Fish LLP - 155 Seaport Boulevard, Boston, MA

Tickets

Greater Boston Members
$35.00
Greater Boston Members Same Day/Walk-In Fee
$45.00
Non-Members Regular Fee
$65.00
Non-Members Same Day/Walk-in Fee
$75.00
Guests

Registrants

28 people attended
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
RS
SS
TS
ZT
+23

Join us to be part of a discussion on ways our panelists have navigated the waters of the early stages of their career to build their network with purpose and achieve success at sourcing and managing their own business. Leland Mindnich of Mohamed-Merola Wealth Management will moderate a distinguished panel who will share their stories and engage with the audience to answer questions on how to get from where you are to where you want to be.

Moderator:

Leland Mindnich
J.P. Morgan Wealth Management

Our Panel:

Aaron Naisbitt
Dunn Rush & Co. LLC

Jeff Rolke
GoldCoast Mortgage Services, Inc.

Ashley Agnew
Centerpoint Advisors

Ellie Myers
Nutter McClennen & Fish LLP


Registration Fees:

XPX Greater Boston Members: 35.00
XPX Greater Boston Members Same Day/Walk-in Fee: $45.00

Non-Members: $60.00
Non-Members Same Day/Walk-in Fee: $70.00

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.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Kent Gregoire of Symphony Advantage Inc is a member of XPX Greater Boston
Kent Gregoire
Symphony Advantage Inc
RS
Robert Schildkraut
Falcon Management LLC
SS
Sam Seekins
Goldman Sachs
TS
Troy Scarbrough
OceanFirst Bank
ZT
Zachary Taylor
Blue Herring LLC
RO
Richard O'Neil
AAFCPAs
KC
Kaitlyn Cimenian
New Majority Capital Foundation
Danny Parenteau of Morgan Stanley is a member of XPX Greater Boston
Danny Parenteau
Morgan Stanley
MW
Michael Wright
The Colony Group
RC
Rick Clemon
Clemon Consulting
RB
Ryan Bowler
Dunn Rush & Co. LLC
DM
David Musen
Ruberto Israel and Weiner
Leland Mindnich of J.P. Morgan Private Wealth is a member of XPX Greater Boston
Leland Mindnich
J.P. Morgan Private Wealth
Aaron Naisbitt of Dunn Rush & Co. LLC is a member of XPX Greater Boston
Aaron Naisbitt
Dunn Rush & Co. LLC
Jeff Rolke of GoldCoast Mortgage Services is a member of XPX Greater Boston
Jeff Rolke
GoldCoast Mortgage Services
Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston
Ashley Agnew
Centerpoint Advisors
Ellie Myers of Nutter McClennen & Fish LLP is a member of XPX Greater Boston
Ellie Myers
Nutter McClennen & Fish LLP
Erin O'Leary of BayState Business Brokers is a member of XPX Greater Boston
Erin O'Leary
The International Exit Planning Association
BM
Brayden Minahan
Welch & Forbes Private Wealth Management
AW
Alex Walter
Consilium Partners
RL
Rami Levin
FocalPoint Coaching
BR
Betsy Richards
Mirus Capital Advisors
EK
Evan Kaplan
Cerity Partners
KS
Kurt Steffens
JPMorgan Chase
EL
Ellen Long
Tarlow, Breed, Hart & Rodgers PC
PG
Parag Gujarathi
Centri Consulting
PC
Patrick Carey
Bridgepoint Consulting
CM
Caayla Mitchell
Bank of America