by COO Society | Sep 5, 2019 | Podcasts
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean https://coosociety.com/wp-content/uploads/2020/05/Ep-9-1-Final.mp3 In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan...
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 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...
by COO Society | Apr 1, 2019 | Podcasts
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management https://episodes.castos.com/pfiadvisors/Ep-4-0.mp3 In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey...
