We are honored to have been selected as a panelist at the 4th Annual Private Wealth Southern California Forum, June 12th, in LA. Our CEO, Jodi Vleck, will join a panel discussion on how to increase returns in historically low rate environment.
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Hey, I made one of those lists!
These are the most ‘influential’ people in wealth management, according to one ranking
https://t.co/tzVhZOh5A7
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