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  • Exit Planning Exchange
Exit Planning Exchange
Aug
27

XPX Charlotte Coffee Social

Details

Date & Time

Tue, Aug 27th, 2024 â‹… 9:00am - 10:30am (EDT)

Location

Water Bean Coffee - Cornelius 19420 Jetton Rd #105 Cornelius, NC 28031

Tickets

Charlotte Members
$0.00
Guests

Registrants

16 people attended
JG
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
+11

Open to our membership, feel free to stop by and catch up with other members of XPX over coffee.

Event Pricing:

No fee for XPX Charlotte members. However, Registration is required for headcount purposes.
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JG
Josh Goldblatt
Lazear Capital
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
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Halcyon Wealth Strategies
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
RP
Roy Pelkey
EOS Worldwide
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
JS
Jen Schneider