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 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...
Aug 16, 2024
Emmy Sobieski, CFA, author of $100M Careers, is COO of Performative Speaking and COO/co-founder of Competitive Storytelling, Inc., aiding founders in sharing impactful stories. With 25 years of institutional investing experience, managing up to $6B in assets across...
Aug 14, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Deferred Sales Trust Company > Strategic Alliance > Page 38
