Today, Brian King and Jeremy Smith from Lodas Markets are joined by Julie Cooling, Founder and CEO of RIA Channel. Before establishing RIA Channel, Julie founded RIA Database in 2005, a leading provider of financial advisor data and software. She began her career at SEI Investments and has held roles in product development, marketing, and sales at Montgomery Asset Management and Forward Funds. Julie graduated from Bucknell University with a degree in Economics and a minor in Finance.

She also has over 25 years of experience in the financial services industry and has been recognized for her contributions to the field.

Join us for another conversation Beyond The Exchange!

---------------------------------------------------------------------------------------------

LODAS Markets is the first marketplace for Alternative Investment transactions. Think of it like the stock market, but for non-traded REITs, business development companies (BDCs), or private real estate investments. It’s simple, fast, and affordable.

Follow LODAS Markets:
Website - https://lodasmarkets.com
LinkedIn - https://www.linkedin.com/company/lodasmarkets/
Twitter - https://x.com/LODASMarkets
Facebook - https://www.facebook.com/LODASMarkets

Ver todos los episodios