The COO Roundtable

Un podcast de PFI Advisors - Les mercredis

Les mercredis

Catégories:

Entreprise Arts Éducation

68 Épisodes

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

    Publié: 09/09/2019

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

    Publié: 03/08/2019

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

    Publié: 12/07/2019

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

    Publié: 05/06/2019

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

    Publié: 01/05/2019

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

    Publié: 02/04/2019

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

    Publié: 06/03/2019

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

    Publié: 31/01/2019

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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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