Latest Episodes
11
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding Partner and Senior Advisor...
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EP 10 - Highlights: Episodes 1 - 9
In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the...
9
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan is the Chief Operating...
8
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
In the eighth episode of The COO Roundtable, Matt sat down with David Canter and Scott Slater of Fidelity Clearing & Custody Solutions. David...
7
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick...
6
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky,...