Speakers
Image

Teresa Morris Fisher (Moderator)
Managing Director
Wells Fargo Private Wealth
Image

Eva Davis (Moderator)
Managing Partner – External Affairs | Executive Committee Member
Winston & Strawn
Image

Dulce Martinez
Head of client coverage
Palm Tree Advisors
Image

Amanda Kim
Principal
Avante Capital Partners
Image
Elsa Burton
Los Angeles Regional Manager
Fifth Third Bank
Image

Kelsey Klinefelter
Positive Psychology Practitioner & Coach
Image

Tracy Nickl, PHD
Revenue Growth Strategist & Brand Builder
Cal Lutheran University
Image

Sally Aubury
Partner
SingerLewak LLP
Image

Christina Goodrich (Moderator)
Managing Partner
K&L Gates
Image

Laura Farber
Partner
Hahn & Hahn
Image

Rachel Kropa
Founding Partner, Social Impact
Range Media Partners
Image

Caroline Bird
Writer, Volunteer Counselor
The Trevor Project
Image

Wassan Kasey
Vice President, Advisor Practice Management/National Speaker
American Funds
Image

Gayane Kirakosyan
Capital Markets Specialist
Investment Banking
Image

Diane Cabo
Managing Director, Investment Banking
CriticalPoint
Image

Arin Butzon
Director, Value360 - Transactional Advisory
CohnReznick
Event Details
When:
October 23, 2024 9:30 AM - 5 PM PDT
Where:
Terranea Resort