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Clients

Professionals from a wide array of firms have attended our workshops:

ABL Financial Services
Administaff
American Express Financial Advisors
Bank of America
BDO Seidman, LLP
Bernstein
Buchalter, Nemer, Fields & Younger
Christie Parker & Hale LLP
Citibank
City National Bank
Clark & Trevithick
Coldwell Banker Real Estate
Colonial
Credit Suisse First Boston
Deloitte & Touche LLP
Ervin, Cohen & Jessup LLP
Fidelity Mortgage Lenders, Inc.
Financial Staffing Resources
Garrett & Tully
Gibson, Dunn & Crutcher LLP
Grant Thornton LLP
Greenberg & Bass LLP
Greenberg Glusker
Hill, Farrer & Burrill LLP
Jeffer, Mangels, Butler & Marmaro LLP
KPMG
LaSalle Bank
Lawyers Title
Lever, Lippe, Hellie & Russell LLP
Lewitt, Hackman
Lincoln Financial Advisors Corp.
Louis Kravitz & Associates Inc.
Lucas, Horsfall, Murphy & Pindroh
Luce, Forward, Hamilton & Scripps LLP
Manufacturers Bank
Mark Schaefer Associates LLP
Martini Iosue & Akpovi
Mellon 1st Business Bank
Merrill Lynch
MMC, Inc.
Morgan Stanley
Moss Adams LLP
NAI Capital Commercial
New York Life Insurance Company
Northern Trust Bank
Northwestern Mutual
Pacific Mercantile Bank
Parker, Milliken
Paul, Hastings
PNC Business Credit
Pre-Paid Legal Services, Inc.
Prinicpal Financial Group
Quest Financial Services
RBZ LLP
Reish Luftman McDaniel & Reicher
Rodi Pollock
RSM McGladrey, Inc.
Rutter Hobbs & Davidoff
Sagemark Consulting
Sander A. Kessler & Associates, Inc.
Shaw Pittman LLP
Sheppard Mullin Richter & Hampton
Silver & Freedman
Singer Lewak Greenbaum & Goldstein
Smith Barney
Stonefield Josephson Inc.
Sunbelt Business Brokers
Talent Tree Legal
Tatum CFO Partners, LLP
TEC
The Affiliates
Thrivent
UBS PaineWebber Inc.
Union Bank of California
USI Insurance Services, Inc.
Valensi, Rose & Magaram
Vicenti Lloyd & Stutzman LLP
Waddell & Reed Inc.
Washington Mutual
Wedbush Morgan Securities
Wells Fargo
Western Financial Bank
White & Case LLP
White, Bordy & Levey, LLP

 

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