Deals and Deal Makers Summit 2017 | ECHELON Partners | 18 September 2017 | Island Hotel Newport Beach, 690 Newport Center Dr, Newport Beach, California 92660, United States

We are very excited to host the sixth edition of this event, which promises to be even more motivational, creative, and entertaining!

Mark Tibergien
CEO, Pershing Advisor Solutions

Fielding Miller
CEO & Co-Founder, CAPTRUST

Joachim Fels
Global Economic Advisor, PIMCO

Dan Seivert
CEO, ECHELON Partners

Bob Herrmann
President & CEO, Discovery Data

Rick Dennen
Founder, President, and CEO, Oak Street Funding

Carolyn Armitage
Managing Director, ECHELON Partners

Bill Willis
President, Willis Consulting

Megan Carpenter
CEO, FiComm Partners LLC

Dustin Mangone
Director of Investment Advisor Services, PPC Loan

Gabe Garcia
Managing Director, Pershing Advisor Solutions

Steve Dunlap
President & COO, FolioDynamix

Dan Quiggle
CEO, The Quiggle Group

Mark Albers
President & CEO, Albers & Associates Consulting

Greg Heffington
Managing Partner, JAM Consulting Group

Ted Cohen
Senior Partner, Spolin Cohen Mainzer LLP

Mike Wunderli
Managing Director, ECHELON Partners

Michelle Watson
Partner & Executive Vice President, Evergreen Gavekal

Greg Friedman
President, Junxure

Corey Kupfer
Founder & Managing Principal, Kupfer & Associates, PLLC

Jason Roberts
CEO, Pension Resource Institute

Bill Van Law
President - Investment Advisors Division, Raymond James

Kathy Freeman
President, Kathy Freeman & Co.

Tim Welsh
President, Nexus Strategy

Matt Sonnen
CEO, PFI Advisors

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