Category : Family Office Advisor

Sean Puckett, Sr VP of Mechanics Bank Returns

BY clawver
IN Banking, Ecomonics, Family Office Advisor, Guests, Mechanics Bank, Philanthropy, Sponsors

Posted: January 26, 2017
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Listen to Podcast of the Show Richard and Joe welcomed Sean Puckett Senior VP with Mechanics Bank to discuss what…

Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt

BY clawver
IN Elite Lifestyle Management, Entrepreneur, Family Office Advisor, Finance, Geiger Law Office, Guests, Sponsors, Wealth Management

Posted: September 8, 2016
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Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge. Brenda Geiger and the…

Anthony Lombardi, Expert Trainer for Financial Advisors

BY clawver
IN Authors, Certified Public Accounting - CPA's, Family Office Advisor, Finance, Guests, Investments, Perfect Client, Sponsors, Wealth Management

Posted: July 29, 2016
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This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr.…

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