Socal Expo / 2020 Exhibitors

SoCal AFP would like to thank our 2020 sponsors

Become a 2020 Sponsor

2020 Sponsors

Bank of America

Michael Hards
520 Newport Center Dr., 11th Fl.
Newport Beach, CA 92660
Phone: 949-287-0442

Banner Bank

Kim Feder
3130 Wilshire Blvd. Ste. 250
Santa Monica, CA 90403
Phone: (310) 883-1135

Chatham Financial

City National Bank

Meredith Oldorf
400 N. Roxbury, Ste. 100
Beverly Hills, CA 90210
Phone: 213-673-9421


Kevin Brown
200 Park Ave.
New York , NY 10166
Phone: 212-922-8920

Dreyfus Cash Investment Strategies offers a full array of money market funds and select offshore liquidity funds. Dreyfus is one of the largest money market managers in the industry and offers a wide array of strategies to match the unique cash management needs of a wide variety of clients. We are available through many distribution points, including investment portals, bank capital markets desks, as sweep options with custodians and trustees, and directly as well.

Fifth Third Bank

Sandra Collaso
38 Fountain Square Plaza MD 1090K1
Cincinnati, OH 45202
Phone: (949) 576-3843


Ryan Stidfole
Phone: (661) 236-5535

J.P. Morgan

Lahni J. Venable
2200 Ross Ave.
Dallas, TX 75201-2787
Phone: 214-965-2690

PNC Financial Services Group

Michael Rosenberg
11777 San Vicente Blvd.
Los Angeles, CA 90049
Phone: (310) 207-7510

PNC offers a wide range of services for all our customers, from individuals and small businesses, to corporations and government entities. No matter how simple or complicated your needs, we're sure to have the products, knowledge and resources necessary for financial success.


Greg Litster
8934 Eton Ave.
Canoga Park, CA 91304

Wells Fargo Bank

Rosemary Hoppens, CTP
350 West Colorado Blvd., Ste. 390
Pasadena, CA 91105
Phone: 626-379-9755

Western Asset

Jason Straker, CFA
385 E. Colorado Blvd.
Pasadena, CA 91101
Phone: 626-844-9409

2021 SoCal Expo Sponsors

40th Annual SoCal Expo
"SoCal Expo 2021 - Inspire, Integrate, Innovate"
September 29th - 30th, 2021


Early Bird Deadline: July 31st, 2021

40th Annual SoCal Expo


Early Bird Deadline: July 31st, 2021

Contact SoCalAFP

PO Box 10065
Burbank, CA 91510

(818) 843-5660
©2021 Southern California Association for Financial Professionals. All rights reserved