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  • Exit Planning Exchange
Exit Planning Exchange
Mar
04

XPX Northern California: March Casual Social

Details

Date & Time

Tue, Mar 4th, 2025 â‹… 4:30pm - 6:30pm (PDT)

Location

Harlan Records 18 Harlan Place, San Francisco, CA 94108

Tickets

Non-Members (pay your own check)
$0.00
Northern California Members (pay your own check)
$0.00
Guests

Registrants

27 people attended
ST
Brit Summerill of NOW CFO is a member of XPX Northern California
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
+22

We return to Harlan Records cocktail bar for our March casual happy hour inviting XPX members and prospective members to come to network, enjoy a glass of wine, beer, nonalcoholic cocktail, and to come and get to know each other, after a productive day at a San Francisco hidden Gem.

Agenda:

Mingling & Cocktails: 4:30-6:30pm

Fees:

Members and Guests
Free Event - pay for your food and drink

We request your RSVP to be able to set expectations with the venue and the attendees.
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Guests
Registrant lists may take up to 24 hours to update on Events pages.
ST
Stephanie Tsatsos
Rapid RevOps
Brit Summerill of NOW CFO is a member of XPX Northern California
Brit Summerill
NOW CFO
Todd Wellnitz of Wellguard Insurance & Financial is a member of XPX Northern California
Todd Wellnitz
Wellguard Insurance & Financial
Jay Jung of Embarc Advisors is a member of XPX Northern California
Jay Jung
Embarc Advisors
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Tyler Cella of J.P. Morgan is a member of XPX Northern California
Tyler Cella
J.P. Morgan
EB
Ellisha Blechynden
Blechynden Legal P.C.
Adrian Bray of Stellar Business Consulting Inc. is a member of XPX Northern California
Adrian Bray
Stellar Business Consulting Inc.
Dan Hinde of BACS is a member of XPX Northern California
Dan Hinde
BACS
Laurie Sanders of Fox Rothchild is a member of XPX Northern California
Laurie Sanders
Fox Rothchild
Sarmad Naqvi of Gallagher is a member of XPX Northern California
Sarmad Neqvi
Woodruff Sawyer
Robert Thomas of WithumSmith+Brown, PC is a member of XPX Northern California
Robert Thomas
WithumSmith+Brown, PC
LB
Lori Bell
EideBailley
IL
Iris Li
New Frontier Enterprises, LLC
Stephen Dobrow of Primark Benefits is a member of XPX Northern California
Stephen Dobrow
Primark Benefits
ND
Naomi Derner
Stout
MC
Matt Cohen
Synesis Advisors
Richard McDerby of Manatt, Phelps & Phillips LLP is a member of XPX Northern California
Richard McDerby
Manatt, Phelps & Phillips LLP
Jeff Butler of City National Bank is a member of XPX Northern California
Jeff Butler
City National Bank/RBC
DJ
Dc Jayasundera
Thalamus Labs
CR
Cynthia Randall
Transworld Business Advisors San Francisco
AB
Anne Bisagno
Xantrion Inc.
NW
Nico Wiborg
New York Life
KM
Keith Merklin
Live Oak Bank
Monika Pelz of Securieon Group is a member of XPX Northern California
Monika Pelz
Securieon Group
NS
Nathan Sahar
Live Oak Bank
Jonathan Rubens of Moscone Emblidge & Rubens LLP is a member of XPX Northern California
Jonathan Rubens
Moscone Emblidge & Rubens LLP