Originally aired on June 28, 2022
Featuring:
- Craig Isowitz – CEO of Ezra Group Consulting
- Linda Wittich – FinTech Advisor & Consultant, Top Line Focus
- Farouk Ferchichi – Head of Data Analytics, Envestnet
- Jamie Loughery – Regional President, BMO Wealth Management
- Jeff Marsden – Chief Product and Strategy Officer, Xtiva Financial Systems