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The COO Roundtable Episode 47
EP 47 - Julie Allen of FirstWave Financial and Chris Pelch of Vance Wealth
https://coosociety.com/wp-content/uploads/2022/12/Ep-47-COO-Roundtable-Final-1.mp3
For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family foundation aimed to help its clients “deal with the complexity that wealth brings.” They are located in Satellite Beach, Florida, currently have $400M in AUM and a team of 12 employees. Vance Wealth was founded in 2003 and helps its clients tackle important questions they face when looking to retire. They have two offices in California, $450M in AUM and a team of 18 employees. During their discussion with Matt, Julie and Chris tackle both the Human Resources and Operations component of their roles 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 47 appeared first on COO Society.
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By EP 47 - Julie Allen of FirstWave Financial and Chris Pelch of Vance Wealth
https://coosociety.com/wp-content/uploads/2022/12/Ep-47-COO-Roundtable-Final-1.mp3
For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family foundation aimed to help its clients “deal with the complexity that wealth brings.” They are located in Satellite Beach, Florida, currently have $400M in AUM and a team of 12 employees. Vance Wealth was founded in 2003 and helps its clients tackle important questions they face when looking to retire. They have two offices in California, $450M in AUM and a team of 18 employees. During their discussion with Matt, Julie and Chris tackle both the Human Resources and Operations component of their roles 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 47 appeared first on COO Society.