Sep 2, 2024
Aaron Dube is a driven professional empowering advisors to enhance client conversations and integrate Exit Planning strategies into their practices. With expertise in delivering consistent client experiences and facilitating holistic approaches, Aaron offers a unique...
Aug 30, 2024
Dave Codrea, co-founder of Greenleaf, an Atlanta-based real estate investment firm, prioritizes quality affordable housing and compassionate partnerships with residents. Since its inception as a two-person venture, Greenleaf has expanded across multiple states in the...
Aug 26, 2024
Richard Delgado is DLP Capital’s inaugural Managing Director, boasting over 25 years of leadership in structured finance, capital markets, and the mortgage industries. Previously, he held the role of Sr. Vice President, Portfolio Investments and Structured...
Aug 23, 2024
Rory Rawlings is the Chief Tax Automation Officer at Avalara Inc. since March 2005, having co-founded the company in 1999 and previously served as its President. With a background as an Accountant and CPA, he possesses extensive expertise in financial planning,...
Aug 22, 2024
As a business owner, real estate investor, or owner of highly appreciated assets, you wouldn’t be where you are today without ambition, a strong work ethic, and a do-it-yourself attitude. You aren’t afraid to tackle new challenges and do what needs to be done....
Aug 19, 2024
Daniel Palmer has served as a Pastor for 30 years and led the Sacramento-based non-profit, Youth for Christ, for 6 years. A dynamic speaker, Dan has inspired audiences at major camps and conferences in California with his teachings on the Bible and the greatness of...
Deferred Sales Trust Company > Blog > Page 56
