The COO Roundtable

Ein Podcast von PFI Advisors - Mittwochs

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Mittwochs

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68 Folgen

  1. EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean

    Vom: 9.9.2019

  2. EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions

    Vom: 3.8.2019

  3. EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon

    Vom: 12.7.2019

  4. EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners

    Vom: 5.6.2019

  5. EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management

    Vom: 1.5.2019

  6. EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management

    Vom: 2.4.2019

  7. EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

    Vom: 6.3.2019

  8. EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

    Vom: 31.1.2019

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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