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

Mostrando página 2 de 5

Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 07/02/2024
Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors 17/01/2024
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management 06/12/2023
Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO 01/11/2023
Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital 04/10/2023
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors 06/09/2023
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors 02/08/2023
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management 12/07/2023
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services 19/06/2023
EP 52 - Matt Sonnen of Coldstream Wealth Management 09/05/2023
EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors 04/04/2023
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates 15/03/2023
EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial 01/02/2023
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group 03/01/2023
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth 06/12/2022
EP 46 - Stacey McKinnon of Morton Wealth 01/11/2022
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors 04/10/2022
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group 31/08/2022
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire 02/08/2022
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista 06/07/2022
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