The COO Roundtable

68 Episodes

1. EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean

   Published: 9/09/2019
2. EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions

   Published: 3/08/2019
3. EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon

   Published: 12/07/2019
4. EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners

   Published: 5/06/2019
5. EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management

   Published: 1/05/2019
6. EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management

   Published: 2/04/2019
7. EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

   Published: 6/03/2019
8. EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

   Published: 31/01/2019