CONNECTIONS® brings together a select group of top C-level executives in the Baltimore/Washington corridor for an informal evening of engaging conversation over drinks and hors d’oeuvres.
- Each exclusive event has a specific theme and only C-level executives whose business fits that theme are extended invitations by our team of advisors.
- Events locations in MD, Washington DC and VA.
- CONNECTIONS® is a proven concept that facilitates the development of the right relationships with the right people.
No sales. No program. No agenda.
THE ADVISORS
Michael N. Mercurio – Offit Kurman Founder of Connections®
Michael is a Principal and the Chair of Offit Kurman’s Business Law and Transactions Practice Group. and serves on Offit Kurman’s board of directors. He serves as outside general counsel to clients on matters related to corporate and business law, commercial transactions, government contracting and real estate. A core specialty practice area for Mr. Mercurio is mergers and acquisitions, both from the sell side perspective and buy side perspective. He founded CONNECTIONS® as a way to give back real value to his clients by facilitating business relationships in an efficient and meaningful way.
Andrew Seested – Vintage Financial Partners
Andrew Seested is a partner at Vintage Financial. Vintage Financial aims to provide trusted advisors to individuals and businesses seeking independent, collaborative and transparent advice.
Prior to joining Vintage Financial Partners, Andrew was a Senior Vice President and Wealth Advisor for the wealth management division within one of the largest banks in the country, where he helped high-net-worth and ultra-high-net-worth clients protect, manage, and transition their wealth. Andrew started his career as an equity partner in a Fintech in Silicon Valley. This early exposure to being on the ground floor of building and growing a business affords Andrew with a unique appreciation and understanding of entrepreneurship.
Brian Oettinger – Vintage Financial Partners
Brian Oettinger is the Managing Partner of Vintage Financial. Vintage Financial prides itself as a premier local firm offering professional guidance transparently.
Brian began his career at Merrill Lynch but felt conflicted working for large public corporations. As the son of a local fire chief and nurse, he knows the value of serving the interests of others.
Brian earned a Bachelor’s degree from Frostburg State University. He obtained his Certificate in Financial Planning (CFP®) from Georgetown University and his Certified Investment Management Analyst® (CIMA®) from the Wharton School at the University of Pennsylvania.
Chris Cocca – Chris Cocca – Strategic Sales
I am President of Strategic Sales Solutions, LLC located in Frederick, MD and have over 20 years of sales leadership experience across multiple industries for Fortune 500 and Mid Size companies. As a licensed Sales Xceleration Advisor, I seek to completely understand each client’s unique challenges in order to design and implement a sales playbook that builds a foundation for sustained profitable growth.
Denise O’Neill – The Alternative Board | TAB
Denise O’Neill is the owner and CEO of TAB Baltimore Washington. She is a certified Strategic Business Leadership Coach and Facilitator for The Alternative Board. As a coach, Denise specializes in working with leaders to understand their strengths, define gaps and build solutions that enable organizations to achieve success. Denise has expertise and experience in Sales and Marketing and in developing strong business cultures that focus on accountability and goal achievement.
Denise works with businesses to unlock the power of developing and executing long and short-term strategic plans, supported with critical success factors aligned with 90-day plans. Denise also leads workshops on developing an engaged culture, constructing customer service journey maps and building effective sales processes. Denise has a passion for building strong companies by focusing on building the leadership skills of middle and new managers. TAB Baltimore Washington holds monthly courses through an online leadership development program; Next Generation Leaders.
Shelley Lombardo – Evergreen Advisors
Shelley is the Chief Operating Officer at the firm and manages the Corporate Advisory practice of Evergreen Advisors. She is responsible for overseeing the day-to-day operations and strategic initiatives of the organization and has extensive experience in all facets of the organization, from driving business strategy to client relationships. She has a broad background in corporate finance, focusing on the middle market. Shelley has over 20 years of experience working with companies in multiple industries, including business services, healthcare, Fintech, business processing outsourcing, and cyber. In her pre-Evergreen life, she earned her stripes at a number of financial institutions working in the commercial, retail, and marketing teams.
