Kevin With Members Of The Financial Services Institute Advisory Board
Kevin is a member of the advisory board of the Financial Services Institute. This group meets to discuss industry trends, ideas and regulations that impact the financial industry. This group represents leading offices from across the country that are paving the way for future investors and they have a strong commitment to protecting and helping the financial well-being of all Americans.
Zach Meets with Investacorp Advisory Board
Recently Zach Daniels attended Investacorp’s President’s Council in Clearwater Florida. (Pictured here is Patrick Farrell, the President and CEO of Investacorp.) The President’s Council meets twice a year to discuss and shape the future of Investacorp’s forward looking financial initiatives, software development, best practices and industry changes. Go Zach!