Wells Fargo Advisors / That Fits Your Company / Beacon Pointe Wealth / Neiman Marcus / Omnia Healthcare / PricewaterhouseCoopers / Merrill Lynch / Walmart / Boeing / Private Air Travel / NestWise LLC / US Bank / /
Continent
America / /
Country
United States / /
Currency
USD / / /
Facility
Orange County-John Wayne Airport / Campus Drive / Taco Bell headquarters / /
IndustryTerm
crowded airline / frequent business travel / real estate / cities losing airline service / airline scheduling limitations / business tool / life insurance / air travel / life insurance policies / /
NaturalFeature
Newport Beach / /
Organization
UC Irvine’s Paul Merage School of Business / Center for Investment / Charles Schwab Foundation / Center for Investment and Wealth Management / Schriber Family Foundation / Arbonne Foundation / Paul Merage School of Business / London Business School / PIMCO Foundation / Merage School / Santa Ana Unified School District / Harvard Business School / Duckworth Mehner Private Wealth / /
Person
Cassandra Gray / Marsha Swartz / Imran Currim / Wealth Advisors / Richard Hearn / Kara Duckworth / Mimi Walters / Warren Buffet / Marshall Wise / Lee Anne Maki / Mark Moehlman / / /
Position
director for the CIWM / president / Advisors / Advisors and founding chair / chancellor / keynote speaker / associate director / managing director / professor of Marketing / /
INVEST-Guide_Layout[removed]:44 PM Page 65 An Advertising Feature to the Orange County Business Journal • September 16, 2013 Sponsored by