FinTech Thoughts:  Keep Talking

FinTech Thoughts:  Keep Talking

I am a Tech Strategist.  It’s true because it’s listed within my LinkedIn headline. While on the phone with my amazing consultant friend, I mentioned that I am doing a lot more tech talking and a little less tech implementing.  “Our industry needs Technology...
Ascent On The Road: Santa Monica

Ascent On The Road: Santa Monica

Innovate. Disrupt. Win. 2019 7.10.19 Meet us in Santa Monica for Ascent 2019 in partnership with Dimensional Fund Advisors! Don’t pass up on the opportunity to join professionals from some of the best, brightest, and most connected advisory firms to learn, train and...