by COO Society | Aug 2, 2019 | Podcasts
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions https://episodes.castos.com/pfiadvisors/Ep-8-Final.mp3 In the eighth episode of The COO Roundtable, Matt sat down with David Canter and Scott Slater of Fidelity Clearing & Custody...
by COO Society | Jul 11, 2019 | Podcasts
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon https://episodes.castos.com/pfiadvisors/Ep-7-Final.mp3 In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark...
by COO Society | Jun 3, 2019 | Podcasts
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners https://episodes.castos.com/pfiadvisors/Ep-6-0.mp3 In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff...
by COO Society | May 7, 2019 | COO Best Practices
We’d like thank everyone who has listened, subscribed, and given feedback on The COO Roundtable thus far. We’ve really enjoyed conducting these interviews and hearing all your reactions. Our interviews to date have included ten operations professionals at...
by COO Society | May 1, 2019 | Podcasts
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management https://episodes.castos.com/pfiadvisors/Ep-5-0.mp3 In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and...
