The COO Roundtable

Un pódcast de PFI Advisors - Miercoles

Categorías:

Economia Arte Educación

67 Episodo

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

    Publicado: 3/8/2019

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

    Publicado: 12/7/2019

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

    Publicado: 5/6/2019

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

    Publicado: 1/5/2019

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

    Publicado: 2/4/2019

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

    Publicado: 6/3/2019

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

    Publicado: 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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