Name
Table Topics w/ Private Advisor Group
Date & Time
Sunday, April 23, 2023, 3:00 PM - 3:50 PM
Speakers
Raphiella Adamson - Private Advisor Group
Philip Coniglio - Private Advisor Group
Garrett Friedrich - Private Advisor Group
Julie Galbraith - Private Advisor Group
Eric Lyons - Private Advisor Group
Anne Mortera - Private Advisor Group
James Perhacs - Private Advisor Group
Patrick Sullivan - Private Advisor Group
James Sullivan - Private Advisor Group
Kelly Coulter - Private Advisor Group
Jim Hooks - Private Advisor Group
Raphiella Adamson Philip Coniglio Garrett Friedrich Julie Galbraith Eric Lyons Anne Mortera James Perhacs Patrick Sullivan James Sullivan Kelly Coulter Jim Hooks
Description
Presented by Private Advisor Group: Join us for a fun group-speed-dating session. Connect with your peers and Private Advisor Group employees for 15-minute group discussions on topics relevant to your business. Topics include Advisor Best Practices; Compliance; Marketing; Operations; Succession, Continuity & Acquisitions; Technology & Cybersecurity; and WealthSuite.
Location Name
Uptown Ballroom Ward 1/2
Session Type
Pre-conference
Session Category
Home Office
Presented by
Private Advisor Group