For more than 20 years, Lon has served in critical strategic roles for national business, advocacy, and political organizations. Lon has served as Vice President of a private equity firm and holds a BA from Arizona State University. FINRA Series 28, 63 and 82 licensed.
Chief Compliance Officer, WWF Securities LLC
Kathryn is a financial professional with 20+ years of diversified experience in the financial services industry and compliance. As a former Compliance Examiner with FINRA, she possesses a thorough understanding of securities regulations. Licensed FINOP. FINRA Series 7, 24, 27, 53 & 63 licensed.
Patrick has been associated with capital raising, private equity and venture capital since 1995. Patrick holds an MBA from Vanderbilt University and a BA from the University of Tennessee-Knoxville. FINRA Series 24, 7, 3 and 65 licensed.
Charles has 30+ years of experience in private equity, M&A, and finance. Charles helped launch a private equity firm and three consecutive private equity funds. He received his BA from Brown University, MBA from the University of Chicago, and JD from Vanderbilt University. FINRA Series 7 and 63 licensed.