OM DENNE PODKAST 🔗
The Tenth Dot specializes in facilitating transitions in the financial sector. Tune in for interviews, panels, and discussions with the leaders of the industry.
Opdateringsfrekvens:
every 37 days
Gjennomsnittlig lydlængde:
34 minutes
Engelsk
USA
8 episoder
siden 7. februar 2022
episodic
NYESTE EPISODE 🔗
Mark Sessanta, CEO and founder of Stark Financial Group, joins PJ in this episode for a great conversation about how he got started in the business, mentorship, and obstacles and opportunities both past and present.Useful links from this episode:
The Tenth DotStark Financial Group
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SISTE EPISODER 🔗
Dave Porter from Baystate Financial joins us this week for some great conversation. With over 39 years of experience in the insurance industry, Dave is currently the owner and Managing Partner of Baystate Financial. Join us as Dave shares his business model as well as his insight on mentorship and …
This week PJ introduces us to financial advisor and Detroit native, Clift Roach II. Clift shares the path he took to end up in the Financial Services industry and what he's doing today that distinguishes him from other advisors. Stay tuned for Clift's take on the biggest obstacles and opp…
This week PJ invited CEO and founder of ProWealthOne, Mitchell Rubin, to discuss his entrepreneurial background, his insight into the current and future state of the financial service industry, and share advice for individuals just getting started in the business. Mitchell is best known for his ski…
PJ hosts Greg McRoberts, Managing Partner of WestPoint Financial Group. Following both his father and his grandfather into the financial services business, Greg had a clear vision of the scale and scope of the firm he wanted to build. Relentless in pursuing his vision of a firm that is a leader in …
In this week's episode, PJ has a conversation with Emmanuel Voumvourakis. Manny is a former portfolio manager, derivatives trader, and entrepreneur with around 20 years of experience in capital markets. Currently a Pitmaster, Manny has designed, constructed, and currently manages Smok-Haus, an…
The Tenth Dot managing partner and host PJ Shevlin speaks with Joe Mallee, who currently serves as CEO and General Agent for Mass Mutual Eastern PA. Joe tells us how he got started in the business, shares his thoughts on the future of the industry, and highlights some of the opportunities he's…
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