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The COO Roundtable Episode 21
EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
https://coosociety.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3
In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth. The Benjamin F. Edwards & Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion. Parcion Private Wealth opened its doors in October 2019 and is headquartered in Bellevue, Washington with 16 employees and about $1.2 billion in assets under management. Matt, Chris, and Doug discuss a number of topics, including integrating their technology stack with different vendors, how their firms leverage that technology to provide outstanding client service, and much more including:
You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher.
To read a full transcript of this episode, click here.
The post The COO Roundtable
Episode 21 appeared first on COO Society.
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By EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
https://coosociety.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3
In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly appointed Chief Operating Officer at Parcion Private Wealth. The Benjamin F. Edwards & Company brand dates back 130 years, and the company is headquartered in St. Louis, Missouri with more than 600 employees and advisor affiliates and assets totaling about $27 billion. Parcion Private Wealth opened its doors in October 2019 and is headquartered in Bellevue, Washington with 16 employees and about $1.2 billion in assets under management. Matt, Chris, and Doug discuss a number of topics, including integrating their technology stack with different vendors, how their firms leverage that technology to provide outstanding client service, and much more including:
You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher.
To read a full transcript of this episode, click here.
The post The COO Roundtable
Episode 21 appeared first on COO Society.