a business owner or high-net-worth client needs strategic banking, liquidity, or lending solutions coordinated with their CPA, attorney, or advisory team.
Professions
Banker
Functional Expertise
Business development
Cash flow enhancements
Cash management
Debt
Due diligence
Estate planning
Finance
Investments
Lending
Marketing
Real estate
Sales
Social media
Strategic planning
Tax
Trusts
Exit/Transition Planning
Client Industries
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Telecommunications
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Maryland Individual
Member since
New Member
Why I'm a Member of XPX
I support XPX because I believe the best outcomes happen when advisors from different disciplines collaborate to guide clients through important financial and business transitions.