The senior officers of broker dealers are faced with many new challenges. Executives are confronted with increased regulations, volatile markets, an ever changing economic landscape, and declining margins. Add up all of these important considerations, and your need for competent, objective financial guidance has never been greater.
The Broker Dealer Summit is an opportunity for senior executives to have in-depth discussions on how to grow and stay competitive in todayﾒs market. The event includes interactive educational sessions as well as formal and informal networking opportunities that will allow attendees to make new business contacts and exchange ideas.
Amy Beattie, COO & Co-Founder - CUSO Financial Services, L.P.
Marc Whitehead, President/CEO - Harbor Financial Service, LLC
Chris Maryanopolis, President - John Hancock Financial Network (Signator Investors Inc.)
David Blisk, CEO - Spire Investment Partners
Anthony Hladek, President - Trustmont Financial Group Inc.
Peter Dochinez, President - Trustmont Financial Group Inc.
Camille Merrick, Chief Compliance Officer - Wall Street Financial Group Inc.