Our guests for the evening's discussion will be:
• Vern Berling from CNL Investments. CNL Securities is an alternative investment solutions provider that has served the broker/dealer community for more than 25 years. By engaging world-renowned investment partners, they have created a distinctive product platform to help you pursue your financial goals. Vernon ''Vern'' Burling is vice president of sales for CNL Securities Corp., Member FINRA/SIPC, and serves northern Delaware, southern New Jersey a western Pennsylvania. Prior to joining CNL in 2001, Mr. Burling worked as manager with GE Capital's Corporate Programs. In this role, he was responsible for developing and deploying company programs for GE Capital's global businesses. Mr. Burling received his Bachelor of Science in Management Science from Virginia Tech in Blacksburg, Virginia. He holds his FINRA Series 7 license.
• Ryan Kenney from Clark Capital. As an Investment Consultant at Clark Capital Management Group, Ryan Kenney is responsible for supporting Clark Capital's partnerships with Wealth Advisors in their dedication to affluent families, high net worth individuals, foundations, and retirement plans. Together, Ryan and his Partners specialize in providing customized and long-term investment solutions with a level of sophistication typically reserved for the ultrahigh net worth and institutional investors. Ryan assists his Partners in building their wealth counseling practice and supports advisors with the tools, techniques and degree of service that allows them to focus on their clients' needs and financial security. Prior to joining Clark Capital, Ryan was a wholesaler with Lincoln Financial Distributors, Financial Institutions Division and prior to that was a product service specialist for Horner, Townsend & Kent. Ryan earned a degree in finance and interna
Thursday Oct 13, 2011
7:00 PM - 8:00 PM EDT
Printed courtesy of www.tricountyareachamber.com – Contact the TriCounty Area Chamber of Commerce for more information.
18 W Lightcap Rd, Pottstown, PA 19464 – (610) 326-2900 – harrison@tricountyareachamber.com