Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
Leader Directory
Coming Soon
Leader Directory
Showing 11 Members
Launch Committee
Geal Talbert
Senior Vice President - Financial Advisor
Morgan Stanley
Call me when... your client wants to know how long their money will last, to confirm their assets will pass effectively and efficiently to their heirs.
Launch Committee
Joan Fujita
Tax Principal
Accuity LLP
Call me when... Please contact me for estate tax planning, estate tax returns, small business succession planning, sale or restructuring of closely held businesses.
Launch Committee
Phillip Chou
Senior Managing Director
Ambrose Advisors
Call me when... business owners seek actionable intelligence regarding ESOPs, M&A, growth capital, and valuation.
Treasurer
Launch Committee
Daniel Kaanana
Assistant Vice President, Corporate Banking
American Savings Bank
Call me when... you have any banking needs (financing, depository, cash management services, etc.)
Launch Committee
Scott Simon
Founder/Coach
Simon Leadership Group
Call me when... Make your exit a success story. Scott Simon’s leadership coaching and strategic facilitation will support future leaders as part of a succession development plan.
Launch Committee
Kyle Shelly
Director & Senior Vice President
American Savings Bank
Call me when... Banking - Commercial Markets
Launch Committee
Daniel Lam
Partner
Goodsill Anderson Quinn & Stifel LLP
Call me when... M&A and Exit Planning Attorney
President
Launch Committee
Brandon Park
Executive Director, Wealth Management
Morgan Stanley
Call me when... A business owner/founder is looking to exit their business in 2-5 years and needs pre-exit planning, formation of an executive exit team, and evaluating exit options to maximize the after-tax value of sale.
Secretary
Launch Committee
Michael O'Malley
Partner
Goodsill Anderson Quinn & Stifel
Call me when... You need advice re tax planning or corporate M&A transactions or representation in a tax dispute
Vice President
Launch Committee
Launch Committee
Alexander Fowler
Financial Advisor
Morgan Stanley
Call me when... you need guidance on corporate benefits, business sales (pre and post sale), financial planning, and legacy protection for business owners and high net worth families.