The COO Roundtable

The COO Roundtable

Coldstream Wealth Managment

132 - Episode 86: Dawn Claussen and Michael Young
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
132 - Episode 86: Dawn Claussen and Michael Young
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00:00
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.

Episodios

132-

Episode 86: Dawn Claussen and Michael Young

mié., 06 mayo 2026
131-

Episode 85: Josh Brier & Aldo Tarantini

mié., 01 abr. 2026
130-

Episode 84: Henry Lao & Ben Littman

mié., 04 mar. 2026
129-

Episode 83: Alli Jordan & Emily Wilcox

mar., 03 feb. 2026
128-

Episode 82: Hannah Koch & Joe Walker

mié., 14 ene. 2026