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The COO Roundtable Episode 37
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
https://coosociety.com/wp-content/uploads/2022/01/EP-37-2-Final.mp3
For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones. Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM. Brighton Jones was founded in 2000 and currently has 225 employees. They are headquartered in Seattle, Washington and manage $8.5B in AUM. Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including:
You can read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 37 appeared first on COO Society.
View all episodes
By EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones
https://coosociety.com/wp-content/uploads/2022/01/EP-37-2-Final.mp3
For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones. Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM. Brighton Jones was founded in 2000 and currently has 225 employees. They are headquartered in Seattle, Washington and manage $8.5B in AUM. Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including:
You can read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 37 appeared first on COO Society.