Thursday, March 1, 2018 from 7:15 AM to 10:30 AM EST
Add to Calendar 


Davio's Restaurant 
King of Prussia Town Center
200 Main Street
King of Prussia, PA 19406

Driving Directions 


Mitch Wienick 
Kelleher Associates, an AchieveNEXT Company 


Join your executive peers for content discussion followed by a roundtable exclusive to those who qualify and are willing to share contacts and ideas.

7:15 a.m.  ExecuNet meeting for professionals conducting or anticipating a career transition. Informal networking, a continental breakfast and presentation by a thought leader.

9:15 a.m.  Senior Roundtable for C-Suite executives only. Structured networking to access business, market and industry intel. Share contacts and connections for target companies of interest. Please submit a one-page networking profile, including target companies, to Karen Tierney at ktierney@kelleherllc.com. (Kelleher reserves the right to qualify participants.)

REGISTRATION: $25 (one fee for either/both meetings)

Kelleher Associates, an AchieveNEXT Company, facilitates these meetings for ExecuNet members and non-members. Our meetings are open to the public.


TOPIC:  What to Plan for Financially Before, During and After a Career Transition

SPEAKER:  Greg Sarian, Managing Director at The Sarian Group at HighTower

Greg holds the Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst (CIMA®) designations. He has also earned the Certified Financial Planner™ (CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Chartered Financial Consultant® (ChFC®) designation. Greg was named one of the Top 1,000 Advisors by Barron's from 2009-2013. He has in-depth knowledge of saving for financial independence, maximizing employer benefits and equity compensation, developing proactive investment strategies, and utilizing a team approach to provide custom solutions with a high level of service.

Prior to joining HighTower, Greg was selected by Merrill Lynch's senior management to instruct other top performing Merrill Lynch Financial Advisors in advanced wealth management strategies. He joined Merrill Lynch in 1992 and founded the Sarian Group in 1997. Prior to joining Merrill Lynch, Greg worked with a major accounting firm in their executive financial consulting practice.

Greg earned his Bachelor's degree in Economics from Boston College. He is active in the Pennsylvania Biotechnology Association and volunteers at the Good Samaritan Shelter and the Devon-Strafford Little League.