by COO Society | Aug 31, 2022 | Podcasts
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group https://coosociety.com/wp-content/uploads/2022/08/Ep-44-COO-Roundtable-Final.mp3 In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful...
by COO Society | Aug 2, 2022 | Podcasts
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire https://coosociety.com/wp-content/uploads/2022/08/Ep-43-Final-2.mp3 In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and...
by COO Society | Jul 5, 2022 | Podcasts
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista https://coosociety.com/wp-content/uploads/2022/07/Ep-42-Final.mp3 In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the...
by COO Society | Jun 23, 2022 | Podcasts
With another batch of podcasts in the books and over three years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your...
by COO Society | May 17, 2022 | Podcasts
EP 41 - Lauren Oschman, Tommy Martin, and Brad Quick of Vestia Personal Wealth Advisors https://coosociety.com/wp-content/uploads/2022/05/EP41_Final-2.mp3 For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth...
