The COO Roundtable

Episode 71: Amy Flourry & Maria Millner

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Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend Capital Advisors is headquartered in Madison, NJ, with additional office locations in Michigan and Florida, and works with approximately $3 billion in client assets and has 40 employees. Matt, Amy, and Maria have a deep conversation on the struggles of work/life balance in a hybrid environment, as well as:

  • The need to feel uncomfortable sometimes by raising your hand for projects and career opportunities that may be out of your comfort zone
  • The power of formal and informal mentorship, and how it benefits both the mentor and the mentee
  • How to best navigate growth and determine the roles and responsibilities among team members
  • Why teamwork makes the dream work!
  • How both guests not only drive change, but survive in a rapidly changing work environment
  • The mindset needed to find motivation and purpose in a sometimes underappreciated career in Operations
    • ...more
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    The COO RoundtableBy Coldstream Wealth Managment
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