The COO Roundtable

The COO Roundtable

Por: Coldstream Wealth Managment
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.
82 episodios disponibles

Latest episodes of the podcast The COO Roundtable

Episode 81: Jason Mirabella and Randy Lambert 03/12/2025
Episode 80: Linda Bready 05/11/2025
Episode 79: Morgan Bell & Lisa Crafford 01/10/2025
Episode 78: Eric Stephenson & Shelly Kapoor 03/09/2025
Episode 77: Brad Cox and Michael Walliser 06/08/2025
Episode 76: Tony Cox & Whitney Imeraj 21/05/2025
Episode 75: Why AI Is Not Your Top Tech Priority 23/04/2025
Episode 74: The Importance of Client Segmentation 05/03/2025
Episode 73: Carrie King and Jay Tarno 05/02/2025
Episode 72: Brittany Manning & Brian Habas 08/01/2025
Episode 71: Amy Flourry & Maria Millner 04/12/2024
Episode 70: Jeremy Massullo & Dr. Jordan Hutchison 05/11/2024
Episode 69: Jina Yi and Victoria Latham 02/10/2024
Episode 68 - Rachel Lebowitz 04/09/2024
Episode 67 - Chrissy Lee & Meghan Martin 07/08/2024
Episode 66 - Carolyn Armitage 10/07/2024
Episode 65 - Rebecca Davis & Joe Klein 05/06/2024
Episode 64 - Adrian Chastain & Kailee Ostroski 08/05/2024
Episode 63 - Do's and Don'ts of COO Onboarding 03/04/2024
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 06/03/2024
1 2 3 ... 5 Siguiente › Última »
© 2003-2026 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA