Sangeeta Banerjee

IPX1031, a subsidiary of Fidelity National Financial
Vice President
(954) 213-1754
sb@ipx1031.com
Attorney
Home Group: West Palm Beach 2

Dirk Boehmer

Yacht Sales International
Yacht Broker
(786) 879-0170
dirkboehmer@yahoo.com
Consultant Service
Home Group: West Palm Beach 3

Ivy Cohen

Business Profit Advisors
CEO
(561) 404-0060
ivy@businessprofitadvisors.com
Consultant Service
Home Group: Boca Raton 2

Bio: I work with small business owners who don’t have a Chief Financial Officer (CFO) to help them make strategic financial decisions for their business. With my background as a CPA and decades of experience running the accounting and finance functions.

Jude Cooper

Becker & Poliakoff, P.A.
(954) 985-4160
jcooper@beckerlawyers.com
Attorney
Home Group: Fort Lauderdale 1

Natalia Gindler Corsini

Prae Venire
(305) 439-5818
natalia.gindler@praevenireus.com
Consultant Service
Home Group: Boca Raton 1

Terry Eve

B2B CFO / B2B Exit
Partner
(561) 459-6262
teve@b2bcfo.com
Financial Service
Home Group: West Palm Beach 2

Summer Held

First Citizens Bank
Business Banking Specialist Vice President
(561) 253-8150
summer.held@firstcitizens.com
Banking Finance
Home Group: West Palm Beach 3

Bio: Advise Business/ Commercial Clients on various financial products and services such as loans, lines of credits and business/commercial accounts.

Scott Hershenson

Hershenson Immigration Law Firm
Managing Partner
(954) 990-9914
scott@lawimmigration.com
Attorney
Home Group: Fort Lauderdale 3

Bio: Immigration attorney focused on business and family visas.

Raul Isern

Atlantic Family Wealth
Wealth Advisor
(305) 222-0977
raul.isern@lpl.com
Financial Service
Home Group: Miami 3

Josh Kaplan

First Citizens Bank
(954) 493-8417
josh.kaplan@firstcitizens.com
Banking Finance
Home Group: Fort Lauderdale 1

Romy Kapoor

Your Immigration Lawyers LLC
(404) 386-7404
romykapoor@yourimmigrationlawyers.com
Attorney
Home Group: Aventura 1

David Kottler

The Life Insurance Dr.
Life insurance doctor
(216) 857-0282
dkottler0112@gmail.com
Insurance
Home Group: Boca Raton 2

Bio: Combine legal education, life insurance expertise for policy analysis, and strategic relationships with tax experts, and cash lenders to solve problems.

Mimi Mangines

United Realty Groupre
(561) 445-2836
mimimangines@gmail.com
Real Estate
Home Group: Fort Lauderdale 3

Angela Neave

Neave Family Law Group, P.A.
(954) 981-2200
aneave@neavefamilylaw.com
Attorney
Home Group: Boca Raton 2

Bio: I compassionately assist business executives and entrepreneurs through the breaking up and divorce process. We also draft prenuptial agreements, wills, trusts, and other family type agreements like co- habitation agreements or settlement agreements.

Andrew Novak

Choice Mortgage Group
(888) 216-6476
anovak@choicemortgage.com
Financial Service
Home Group: Fort Lauderdale 1

Michael Simms

Veracity Advisers – Virtual Family Office
Professional Problem Solver
(772) 486-2200
ms@veracityadvisers.com
Consultant Service
Home Group: West Palm Beach 2

Bio: Tax, business, wealth, risk problem solver.

Mark Terry

The Plus IP Firm
Patent Attorney
(786) 443-7720
mark@terryfirm.com
Attorney
Home Group: Miami 2

Bio: Board Certified Intellectual Property Lawyer helping companies and individuals protect their ideas, products, processes and creations using patents, trademarks and copyrights.

George Valle

Fifth Third Bank
Commercial Banking Team Leader, Senior Vice President
(305) 505-2747
gv.valle@gmail.com
Banking Finance
Home Group: Fort Lauderdale 2

Bio: I specialize in providing strategic financial advice and solutions for Middle Market companies, helping companies address operational challenges, optimize their capital structures, and position for growth.

Andy Wyman

Wyman Legal Solutions
Founder and Managing Partner
(561) 361-8700
andy@wymanlegalsolutions.com
Attorney
Home Group: Boca Raton 2

Bio: I am the founder of a boutique construction law firm in Boca Raton, Florida. Our firm litigates construction disputes and provides advice and guidance to property owners and contractors.