The COO Roundtable

68 Episodes

1. Episode 69: Jina Yi and Victoria Latham

   Published: 2/10/2024
2. Episode 68 - Rachel Lebowitz

   Published: 4/09/2024
3. Episode 67 - Chrissy Lee & Meghan Martin

   Published: 7/08/2024
4. Episode 66 - Carolyn Armitage

   Published: 10/07/2024
5. Episode 65 - Rebecca Davis & Joe Klein

   Published: 5/06/2024
6. Episode 64 - Adrian Chastain & Kailee Ostroski

   Published: 8/05/2024
7. Episode 63 - Do's and Don'ts of COO Onboarding

   Published: 3/04/2024
8. Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors

   Published: 6/03/2024
9. Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors

   Published: 7/02/2024
10. Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors

    Published: 17/01/2024
11. Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management

    Published: 6/12/2023
12. Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO

    Published: 1/11/2023
13. Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital

    Published: 4/10/2023
14. Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors

    Published: 6/09/2023
15. Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors

    Published: 2/08/2023
16. Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management

    Published: 12/07/2023
17. EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services

    Published: 19/06/2023
18. EP 52 - Matt Sonnen of Coldstream Wealth Management

    Published: 9/05/2023
19. EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors

    Published: 4/04/2023
20. EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

    Published: 15/03/2023