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 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...
by COO Society | Jun 4, 2020 | Podcasts
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset https://coosociety.com/wp-content/uploads/2020/06/Ep-18-1-Final.mp3 In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors...
by COO Society | May 5, 2020 | Podcasts
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management https://coosociety.com/wp-content/uploads/2020/05/Ep-17-1-Final-1.mp3 In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at...
by COO Society | Apr 6, 2020 | Podcasts
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management https://coosociety.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3 In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson,...
