The COO Roundtable  Episode 43

The COO Roundtable
Episode 43

EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire https://pfiadvisors.com/wp-content/uploads/2022/08/Ep-43-Final-2.mp3 In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta...
The COO Roundtable  Episode 42

The COO Roundtable
Episode 42

EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista https://pfiadvisors.com/wp-content/uploads/2022/07/Ep-42-Final.mp3 In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the...
The COO Roundtable  Episode 41

The COO Roundtable
Episode 41

EP 41 - Lauren Oschman, Tommy Martin, and Brad Quick of Vestia Personal Wealth Advisors https://pfiadvisors.com/wp-content/uploads/2022/05/EP41_Final-2.mp3 For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth...