Million Dollar Round Table
PARK RIDGE, IL
Total revenue
$85.3M
Total expenses
$82.7M
Net assets
$140.2M
Grants received
—
EIN
362138427
Tax year
2024
Mission
The mission of the million dollar round table (mdrt) is to be a valued member-driven global network of leading insurance and investment financial service professionals who serve their clients by exemplary performance and the highest standard of ethics, knowledge, service, and productivity.
Programs
2 programs
Mdrt publishes a bi-monthly periodical that concentrates on trends and opportunities specific to the financial services profession.
Mdrt provides digital content that is housed on its resource zone. This includes mdrt podcasts, videos, meeting transcripts, and the mdrt blog.
Financials
FY 2024
Revenue
Expenses
People
12 listed
STEPHEN STAHR
CEO
$994K
39 hrs/wk
CAROL KHENG
PRESIDENT
$112K
5 hrs/wk
GREG GAGNE
PAST PRESIDENT
$89K
10 hrs/wk
PEGGY TSAI
FORMER PAST PRESIDENT
$61K
5 hrs/wk
CLAY GILLESPIE
2ND VICE PRESIDENT
$59K
5 hrs/wk
JOHN NICHOLS
1ST VICE PRESIDENT
$49K
5 hrs/wk
AURORA TANCOCK
SECRETARY
$35K
5 hrs/wk
BARBARA O'CONNOR
MANAGING DIRECTOR
$334K
39.5 hrs/wk
SMRUTI RAJAGOPALAN
SENIOR DIRECTOR, STRATEGY
$286K
39.5 hrs/wk
LAURA GOOD
SENIOR DIRECTOR, HR
$281K
39.5 hrs/wk
PAMELA BROWN
DIRECTOR OF LEADERSHIP AND
$266K
39.5 hrs/wk
JAMES UNANDER
SENIOR DIRECTOR OF IT
$258K
39.5 hrs/wk
Independent contractors
BIGSPEAK INC
CONFERENCE SPEAKERS
CSC HOLDING LLC
CONFERENCE PLATFORM, GUESTROOM, FOOD & B
C2 IMAGING LLC
SERVICES FOR MEMBERSHIP APPLICATION, RET
CLIFTONLARSONALLEN LLP
AUDITING SERVICES
IREP NEWBURY HOTEL LLC
CONFERENCE PLATFORM, GUESTROOM, FOOD & B