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May 7-9, 2025
Sheraton San Diaego Hotel and MarinaSan Diego, CA

Jonathan Dane
Chief Financial Planner at Quinn


Dane is a financial entrepreneur, former investment banking at Goldman Sachs and Jefferies with 15+ years of experience in personal finance including managing $1bn family office and building an RIA from zero.

Jonathan Dane's Network

Agenda Sessions

  • Quinn Demo