Co-Founder
Beyond AUM
Gretchen Halpin is a strategic visionary with over 25 years of leadership experience. She is the co-founder of Beyond AUM, a growth and client experience agency that specializes in serving financial firms. Halpin's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. With a history of starting and growing successful companies, Halpin pioneers the initiatives that drive success across every aspect of a business. She is an avid mentor and coach to numerous women in the financial services industry. Gretchen has been a featured speaker at numerous industry events.
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Monday, December 12, 2022
10:00 AM – 11:00 AM PDT