Summit Committee
Greg Romero, Summit Chair, Romero Solutions Group
Dave Poulin, RBC Wealth Management
Lynn Schade, Middlesex Savings Bank
Rudy Scarito, RS Finance & Consulting LLC
Gaby Jenkins, Waypoint Growth Advisors
Bill Rodgers, Tarlow Breed Hart & Rodgers, PC
Ken Segal (liaison with Marketing Committee), LGA, LLP
Josh French, Nutter McClennen & Fish
Paul Schmid, Arent Fox LLP
Leland Mindnich, Mohamed-Merola Wealth Management
Jeff Rolke, GoldCoast Mortgage Services
Summit Venue Host
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Shannon Zollo - Call me when...
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Summit Sponsors
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Sarah Grossman - Call me when...
You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.
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David Poulin - Call me when...
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
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Justin Merola - Call me when...
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
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