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Welcome to another episode of the Action and Ambition Podcast! Joining us today is Christian Maynard-Philipp, the Founder of Pattern, a modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform. During a short time, Pattern has already accomplished major milestones, including gaining approval for its broker-dealer, transfer agent, and registered investment advisor (RIA), meanwhile signing 10 corporate partners with big PEO announcements in the pipeline. Christian started Pattern following a long career building and selling fintech companies. Tune in to learn more!
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Welcome to another episode of the Action and Ambition Podcast! Joining us today is Christian Maynard-Philipp, the Founder of Pattern, a modern financial membership that combines access to a personal financial advisory team with a powerful robo-platform. During a short time, Pattern has already accomplished major milestones, including gaining approval for its broker-dealer, transfer agent, and registered investment advisor (RIA), meanwhile signing 10 corporate partners with big PEO announcements in the pipeline. Christian started Pattern following a long career building and selling fintech companies. Tune in to learn more!