Socal Expo / 2021 Exhibitors

SoCal AFP would like to thank our 2021 sponsors

Become a 2021 Sponsor

2021 Sponsors

Bank of America

Michael Hards
520 Newport Center Dr., 11th Fl.
Newport Beach, CA 92660

Banner Bank

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

Boston Private

City National Bank

Meredith Oldorf
Phone: (213) 673-9421

Dreyfus Cash Investment Strategies

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



J.P. Morgan

Lahni Venable
Floor 9, 2200 Ross Ave.
Dallas, TX 75201-2787
Phone: (214) 965-2690

Orbit Treasury Solutions

Chris Matthews
533 Airport Blvd, Ste. 400
Burlingame, CA 94010
Phone: (415) 613-1879

PNC Bank

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.


Robin Johnson
Phone: 800-755-2266

Union Bank

Wells Fargo Bank

Matthew Thomason
350 West Colorado Blvd., Ste. 390
Pasadena, CA 91105
Phone: (858) 261-6446

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