by COO Society | Oct 6, 2020 | Podcasts
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://coosociety.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar...
by COO Society | Sep 1, 2020 | Podcasts
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://coosociety.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President...
by COO Society | Aug 18, 2020 | COO Best Practices
With our twentieth podcast in the books and a year and a half 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...
by COO Society | Aug 4, 2020 | Podcasts
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove https://coosociety.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3 In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial...
by COO Society | Jun 30, 2020 | Podcasts
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors https://coosociety.com/wp-content/uploads/2020/06/Ep-19-1-Final.mp3 In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of...
