Speakers
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Teresa Morris Fisher (Moderator)
Private Wealth Financial Advisor, Wells Fargo Advisors
Managing Director – Investments
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Eva Davis (Moderator)
Managing Partner – External Affairs | Executive Committee Member
Winston & Strawn
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Dulce Martinez
Head of client coverage
Palm Tree Advisors
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Amanda Kim
Principal
Avante Capital Partners
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Elsa Burton
Los Angeles Regional Manager
Fifth Third Bank
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Kelsey Klinefelter
Positive Psychology Practitioner & Coach
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Tracy Nickl, PHD
Revenue Growth Strategist & Brand Builder
Cal Lutheran University
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Sally Aubury
Partner
SingerLewak LLP
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Christina Goodrich (Moderator)
Managing Partner
K&L Gates
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Laura Farber
Partner
Hahn & Hahn
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Rachel Kropa
Founding Partner, Social Impact
Range Media Partners
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Caroline Bird
Writer, Volunteer Counselor
The Trevor Project
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Wassan Kasey
Vice President, Advisor Practice Management/National Speaker
American Funds
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Gayane Kirakosyan
Capital Markets Specialist
Investment Banking
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Diane Cabo
Managing Director, Investment Banking
CriticalPoint
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Arin Butzon
Director, Value360 - Transactional Advisory
CohnReznick
Event Details
When:
October 23, 2024 9:30 AM - 5 PM PDT
Where:
Terranea Resort
