2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Romi Wallach
Meet Romi Wallach:
Romi Wallach began working in Financial Services in 2017. In early 2022 she joined NOW CFO as a Business Development Representative in the South Florida market. Romi’s background working with business owners and decision makers...
ABOUT ROMI
Meet Romi Wallach:
Romi Wallach began working in Financial Services in 2017. In early 2022 she joined NOW CFO as a Business Development Representative in the South Florida market. Romi’s background working with business owners and decision makers has allowed her to expand and provide even more resources and support to the large community of business owners and professionals that she has served over the years. In November of 2023 she became the Director of Business Development for ISA – an organization that provides innovative solutions to business owners looking to grow and scale their business by leveraging remote Global Talent.
In 2021, she Co-founded The Daily Drip, a media platform providing content, resources, programming, and community to support South Florida businesswomen on their journey to maximum potential. The Daily Drip is a thought leadership platform amplifying the voices of the modern female business professional. From Palm Beach to South Beach, they are now a community of 4,000 and expanding nationally in 2024!
Romi serves as a member of the Joe DiMaggio Planned Giving committee, a Board Member for Piper’s Angels Foundation, a 3 x Crossing Crusader in the Crossing for CF, Mentor for the Crossing for CF, Core Committee Member for the Crossing for CF, member of Women Know Y, Club 211 Broward Lifetime member, Circle of Wise Women and Co-President for IBDPros..
