Workshops
This workshop location has the worst food
What is avellinos
"Tossing"
Lena when she is transferring calls
These team members are from MA
Who is Linda, Nick, Jen, Bridget, John, Josh
This advisor chased a dog down the street while on a client call
Who is Coach Rick?
Likes dirty Martinis but hates olives.
Who is Marisol
Marisol's salad was flipped at this restaurant
What is Ken's Steakhouse
"Stop it right now!"
Who is Gabby?
This person can be called an Arkie
Who is Isaiah Brown?
This is Nick's Golf handicap
What is 10.6
Gabby's previous managerial job
Ice Cream scooper
A client stole Josh's water at this workshop
Harrington's
"I ate a giraffe for breakfast"
Who is David?
This animal was walked down the hall at a former office
What is an Iguana?
This annual event is hosted by Jen
The Beer mile
Who went to college with Alera CEO's daughter
Who is John?
Jakob was called Baron Trump at this event
What is Money Wisdom and Wine - Waltham?
"Florida, Texas, Nevada...I just think of hurricanes, snakes, deserts. I think I'm OK with the potholes here."
Who is Nicholas J. Colantuono, CFP
She wore high heels at the pool with a bathing suit
Who is Kelley?
This advisor dressed up as a Turkey to a party that was not a costume party
Who is David
Most likely to be a real estate mogul
Who is Michael
The Indy 500 Swap was invented at this restaurant
What is Redstone
"Anything for our clients"
Who is Max Miller?
These are the names of Linda's pets
The Chinese Trust fund is valid according to what advisory team
Nick and Jakob
The fraternity that this UMass grad was in.
What is Alpha Sigma Phi