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Session D

Midday Fireside Chat

Presented By: Bank of America Merrill Lynch

Join us for an insightful fireside chat with Sanjeev Singh of Zenwork.

Moderator:

Tom Singh
Managing Director | Senior Resident Director
Merrill Lynch

Tom has spent the last 22 years at Bank of America/Merrill Lynch where he considers himself an “Intra-Preneur”. He is the founder of a 9 person boutique within the company called Singh & Associates.

He and his team specialize in pre-exit planning for business owners looking to sell their company in 12-36 months. By using their Proprietary financial Modeling Process, they run various simulations and prescribe strategies to help owners maximize their desired outcome.

He also oversees the Avalon location of Merrill Lynch managing 9 Billion of client assets and has been named the top 13 “Best in State Wealth Advisors” list by Forbes Magazine – 4 years in a row.

 

 

Conference Location

6430 Gaston Ave
Dallas, TX 75214
Tel: (214) 821-1491