[Fredslist] THANK YOU GOTHAM--MAGIC
Carly Meyer Bentley
carlymeyerbentley at outlook.com
Wed Mar 20 07:02:40 EDT 2019
2 weeks ago, I circulated an email to Gotham, looking to make a meaningful connection with Sharon Kline.
Sharon is the President of Family Wealth for Wilmington Trust in New York. I could easily connect with her internally, but I thought I'd give the opportunity for an introduction to Gotham, in the BIG APPLE. Just to see what would happen...maybe test the waters.
Well, I attended Susan Zinder's MAD luncheon yesterday and sat with an Estate Planning Attorney named Jennifer. We exchanged cards and struck up a nice conversation. As we were closing our conversation, she leaned in and mentioned the work she has done with SHARON KLINE. How serendipitous.
How much more meaningful will this new relationship now become??
Thank you, Gotham.
Cheers,
Carly Meyer Bentley, VP
Financial Advisor|Connector|Facilitator
215-460-7248
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