Leland Mindnich of Mohamed-Merola Wealth Management is a member of XPX Greater Boston

Leland Mindnich

Assistant Vice President

Mohamed-Merola Wealth Management

Wellesley Hills, Massachusetts

Professional Profile

Call Me When

Call Me When... You have clients with complicated financial situations who need pre-transaction planning for them and their family.

Contact Method

email

Profession

  • Wealth Planner
  • Professional Certifications

    CEPA

    Functional Expertise

  • Business development
  • Charitable giving
  • ESOPs
  • Family business
  • Investments
  • Lending
  • Mergers
  • Philanthropy
  • Retirement
  • Transaction advisory
  • Exit/Transition Planning
  • Business Focus

    Business Leaders of Private Companies

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Individual

    Member Since

    Member for 3 Years

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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