The Translator by RiskPro

The Translator by RiskPro

Por: Hosted by Julie Mochan
Solutions, ideas, and interviews delivered in swift and fun way for investment advisors, financial firms, compliance, back offices, and portfolio managers anyone more curious than the average bear. All of this is brought to you by Julie Mochan, also host of Open Windows Investing by TPFG.  www.tpfg.comJulie Mochan, AIF®
12 episodios disponibles

Latest episodes of the podcast The Translator by RiskPro

RiskPro's Math Passes the Test: Guest Jeff Olsen 25/08/2022
Episode 11: A RiskPro User Creating Plans for Churches - Doug Eagle 15/11/2021
Episode 10: Who is Affected by the DOL's Prohibited Transaction Exemption (“PTE”) 2020-02 27/08/2021
Episode 9: Introducing The NEW Compliance "Mini-Cast" Series with Jason Luhan 05/08/2021
Episode 8: Dare to Get Real with Expert Life/Leadership Coach Kerry Bestwick 22/07/2021
Episode 7: Get Inspired with Lightyear.ai CEO, Dennis Thankachan 14/05/2021
Episode 6: Connecting Dots with a Veteran Disney Imagineeeeeer! 24/03/2021
Episode 5: It's 2021! What did we see coming? 03/02/2021
Episode 4: The One Thing RegTech, RiskPro and SoCal Punk Rock have in Common: Nick Scalzo 16/07/2020
Episode 3: Run A Successful Company and Home School? Jennie Tells Us How 05/06/2020
Episode 2: Chris Mills talks Back Office Insights and Game Changers 18/03/2020
Episode 1: RiskPro Explained 08/03/2020
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