Please join us on Wednesday, May 3, 2023 at 11:00am EDT/NY for a presentation and open discussion.

Topic: New Business Proposals

CPE Credit: 1.0

The meeting will commence with a presentation by Jim LoPresti, Business Development Executive at Swenson Advisors.  Jim will walk us through an actual Swenson Advisors new business proposal with time for questions and open discussion.

The Swenson Advisors proposal will be available in the Marketing SIG Resource Library within your Integra Account. 

Jim LoPresti, Business Development Executive at Swenson Advisors

Jim has more than 40 years of experience in marketing business development and sales management in financial and professional services. His previous experience includes Director of Business Development for Price Waterhouse, Arthur Andersen and Moss Adams LLP in San Diego; Director in San Diego for a tax advisory firm that helped clients claim research and development tax credits; and Vice President for several local and regional banks.

Jim received his MBA and Bachelor of Science degrees from Ohio State University.He also served as an officer in the U.S. Army.

Join Zoom Meeting

https://us06web.zoom.us/j/88647174090?pwd=VGZNMVROTElLdGxKbm9paHY3WkRTQT09

Meeting ID: 886 4717 4090

Passcode: 970438