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The COO Roundtable Episode 44
EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
https://coosociety.com/wp-content/uploads/2022/08/Ep-44-COO-Roundtable-Final.mp3
In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal Creekmore, and returning guest Gary Bonner, COO of Southwestern Investment Group. SYM Financial Advisors is headquartered in Winona Lake Indiana and has 5 offices across Indiana and Michigan. Founded in 1968, they are currently in their 3rd generation of ownership. They manage $3.7B in AUM and have 68 employees. Founded 20 years ago, Southwestern Investment Group is headquartered Franklin, Tennessee. They currently have 11 offices across 5 states and manage $5.5B in AUM with 176 employees. Together, Matt, Crystal and Gary discuss how solid operations can better communication both within the firm and with clients directly, and much more including:
To read the full transcript, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 44 appeared first on COO Society.
View all episodes
By EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
https://coosociety.com/wp-content/uploads/2022/08/Ep-44-COO-Roundtable-Final.mp3
In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal Creekmore, and returning guest Gary Bonner, COO of Southwestern Investment Group. SYM Financial Advisors is headquartered in Winona Lake Indiana and has 5 offices across Indiana and Michigan. Founded in 1968, they are currently in their 3rd generation of ownership. They manage $3.7B in AUM and have 68 employees. Founded 20 years ago, Southwestern Investment Group is headquartered Franklin, Tennessee. They currently have 11 offices across 5 states and manage $5.5B in AUM with 176 employees. Together, Matt, Crystal and Gary discuss how solid operations can better communication both within the firm and with clients directly, and much more including:
To read the full transcript, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 44 appeared first on COO Society.