Om

Join us for an inspiring gathering where our sales team comes together to strategize, collaborate and celebrate our collective achievements.

With a combination of dynamic presentations, interactive workshops and team-building activities, together, we'll harness our strength to surpass targets, overcome challenges and reach new heights of success!

We look forward to seeing you there!
4
Dager
14
Foredragsholdere
9
Økter

Foredragsholdere

Cam Crosbie
Cam Crosbie
Executive Vice President, Savings and Retirement Equitable
Shannon Labby
Shannon Labby
Investment Sales Vice President, WFG Equitable
Joseph Trozzo
Joseph Trozzo
Investment Sales Vice President, MGA Equitable
Scott Morrow
Scott Morrow
National VP, Wholesaler Development and Advisor Engagement Equitable
Steven Paul
Steven Paul
Director, Distribution Strategy, Planning and Support Equitable
Bryan McNulty
Bryan McNulty
Tax and Estate Planning Consultant Equitable
Michael Theodor
Michael Theodor
VP, Strategic Relationships and Distribution Franklin Templeton Investments
Barry Kruse
Barry Kruse
VP, Global Head, Franklin Templeton Academy Franklin Templeton Investments
Dave Irwin
Dave Irwin
AVP, External Fund Management Equitable
Rob Kochel
Rob Kochel
Director, Invesco Consulting Invesco
Derek Butler-Kim
Derek Butler-Kim
Director, Investment Sales Equitable
Taylor Tatay
Taylor Tatay
Director, Investment Sales Equitable
Aron Barabas
Aron Barabas
Director, Investment Sales Equitable
Sadaf Chowdhury
Sadaf Chowdhury
Director, Investment Sales Equitable

Agenda

Kontakt informasjon

Arrangementsdato:
10. juni - 13. juni, 2024
Organiser:
Equitable 1 Westmount Rd N Waterloo Canada 5195808936 [email protected]
Kontakt arrangør