Artwork for podcast Stathis-Mittel Industry Leadership & Success
The Convergence of Investments, Trust, and Private Banking – Pt 1
Episode 15 • 8th November 2023 • Stathis-Mittel Industry Leadership & Success • Stathis Partners, LLC.
00:00:00 01:03:40

Share Episode

Shownotes

In this episode we have a fascinating discussion on the journey to “One Wealth” and the related topics of teamwork, the client experience, compensation, technology, and related best practices. Our panel consists of the following:

  • Rebecca Robinson - Zions Bancorporation
  • Rhomes Aur – First Horizon
  • Christopher Cassidy – LPL


Links

Chapters