The COO Roundtable
Ein Podcast von PFI Advisors - Mittwochs
Kategorien:
68 Folgen
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EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
Vom: 9.9.2019 -
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
Vom: 3.8.2019 -
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
Vom: 12.7.2019 -
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
Vom: 5.6.2019 -
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
Vom: 1.5.2019 -
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
Vom: 2.4.2019 -
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
Vom: 6.3.2019 -
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
Vom: 31.1.2019
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.