WebJan 7, 2024 · The COO Roundtable EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod 00:00 / 00:48:41 Apple Podcasts Overcast Stitcher RSS Feed Link Embed Apple Stitcher RSS Show Notes In the 13 th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod. WebJan 3, 2024 · The COO Roundtable Episode 48 By PFI Advisors For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl …
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of …
WebAs an exclusive benefit to members of The COO Society, Matt and the PFI Advisors team host a monthly video conference, inviting all members to pose questions and discuss course topics, current challenges, and anything RIA industry related. These monthly member meetups are supplemented by a robust Discussion Forum where members share their ... WebCOO Scaling companies with purpose International Leadership Mentor Fellow @ London COO Roundtable Lifetime fitness fiend People centric leader ex Moneysupermarket, MOO, Octopus Ventures, iTech Media group United Kingdom. 9K followers 500+ connections. Join to follow ... recycle hard bound books
The COO Roundtable Episode 41 - PFI Advisors
Web2 days ago · Cristen Brandsma, BSN, RN, has been named chief operating officer and chief nursing officer for two hospitals belonging to Traverse City, Mich.-based Munson Healthcare. Ms. Brandsma has been with ... WebSep 17, 2024 · In the eighth episode of The COO Roundtable, featuring David Canter and Scott Slater of Fidelity Clearing & Custody Solutions, we talked about an uncomfortable but extremely important topic: how and why COOs often fail in their role at RIAs. WebRoundtable provides readers the best insights, expertise, news and information on the issues of our times. The digital media revolution has exploded the number of platforms … kkot the hawk