معلومات عن هذه الحلقة

الإنجليزية
الولايات المتحدة

النص 🔗

البحث في الحلقات الماضية

البحث في الحلقات السابقة من WealthTech on Deck.

حلقات أخرى في هذا البودكاست

This week, Jack Sharry talks with Vlad Golyk, Partner and Leader of McKinsey's North America Wealth Management Practice. Vlad works closely with wealth and asset managers, focusing on growth, transformation, and the evolution of operating models. He is a co-author and lead contributor to two recent…
This week, Jack Sharry talks with Rob Pettman, President and Chief Revenue Officer at TIFIN. Rob brings more than 20 years of leadership experience across wealth management, investment platforms, and financial technology. Before joining TIFIN, he spent 19 years at LPL Financial, most recently as Ex…
This week, Jack Sharry talks with Jack Hannah, President & Chief Operating Officer at GeoWealth. Jack oversees the firm's operations, service, and both digital and investment product divisions. He is also fully dedicated to GeoWealth's strategic business initiatives, ensuring that the platform'…
This week, Jack Sharry talks with Summit Wealth Group Founder & CEO Randy Morris and Head of Advisor Success Seamus O’Brien. After leading the firm’s successful transition to independence, Randy and Seamus are now focused on building an advisor-first organization designed for long-term growth. …
This week, Jack Sharry talks with Merit Financial Advisors' CEO & Founder, Rick Kent, and President, Kay Lynn Mayhue. Rick is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and a commitment to helping individuals reach their financial goals while suppo…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من LifeYield، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.