Helping Women Navigate the Financial Industry with Debra Morrison
After a visit to the New York Stock Exchange, Debra Morrison, CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career...
1 Jun 202238min
The Power of Financial Literacy with David Mulonas
Corporate IT Product Manager with a passion for finance, David Mulonas joins Matt on this episode of Bridging the Gap. He shares how he helps people with their personal finances, his unique perspectiv...
18 Mai 202229min
Enjoying Your Financial Journey with Joe Saul-Sehy
In this episode, Joe Saul-Sehy, host of the Stacking Benjamins podcast, joins Bridging the Gap to discuss his thoughts about the FIRE movement, how he works with his clients to analyze and understand ...
4 Mai 202248min
Getting the Most Out of Your CRM with Jennifer Thomas
Jennifer Thomas, Director of Business Development for XLR8, joins us on this edition of Bridging the Gap, and she shares how we can get the most out of our technology rolodex otherwise known as our CR...
20 Apr 202221min
Understanding Your Firm's Business Valuation with Bharat Kanodia
Bharat Kanodia, Founder and Chief Appraiser at Veristrat LLC, is a valuation expert. He’s offered valuations for founders and venture capital investors alike, and has appraised startups like Uber, Air...
7 Apr 202223min
Discovering What Lies Ahead For Financial Services Tech with Noah Healy
Noah Healy, Data Scientist at Castle Hill Gaming, joins Matt Reiner on this episode of Bridging The Gap to discuss quantum computing, computational mathematics, and the future of markets. Noah shares ...
23 Mar 202213min
Bridging Social Justice Movements and Financial Investing Strategies with Maya Philipson
InvestmentNews’s 40 Under 40 Recipient Maya Philipson joins Matt on this episode of Bridging the Gap. Adasina Capital, the firm Maya runs, is focused on bridging social justice movements and financial...
9 Mar 202238min
Fintech's Significant Impact in the Wealth Management Industry with Paolo Sironi
Joining today's podcast from Italy, Paolo Sironi is the Global Research Leader in Banking and Financial Markets at IBM. His knowledge in fintech and technology within financial services and wealth man...
23 Feb 202243min
