Innovative Approaches to Opening Doors to New and 2nd Gen Clients
Speakers
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
Speakers
Lisa Westermark, ChFC®
Senior Vice President & Co-Founder, Beverly Hills Private Wealth
Derek Wittjohann CPWA®, CFP®
Chief Operating Officer, Partner, Premier Path Wealth Partners
Laura Jogani
Head of HNW and Family Office Sales, Vanilla
Apr 26, 2024
13 minutes
A panel discussion with Beverly Hills Private Wealth cofounder Lisa Westermark and Premier Path Wealth Partners COO Derek Wittjohann.