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The COO Roundtable Episode 49
EP 49 - Edgar Collado of Tobias Financial & Alex Satterfield of Byron Financial
https://coosociety.com/wp-content/uploads/2023/02/Ep-49-COO-Roundtable-Final-Edit-1.mp3
Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways – Edgar Collado of Tobias Financial Advisors and Alex Satterfield of Byron Financial. Tobias Financial Advisors is based in Florida and has a strong foundation in tax planning. They were founded in 1980 as a CPA firm and currently manage about $700M in AUM and have 19 employees. Byron Financial is headquartered in North Carolina and began in 1985 with a focus on life insurance. Currently they have 7 employees and grew from roughly $175M in AUM in 2019 to approximately $700M in AUM today. Matt, Edgar, and Alex talk about the COO role from both the day-to-day operations of a firm to a high-level, strategic point of view 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 49 appeared first on COO Society.
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By EP 49 - Edgar Collado of Tobias Financial & Alex Satterfield of Byron Financial
https://coosociety.com/wp-content/uploads/2023/02/Ep-49-COO-Roundtable-Final-Edit-1.mp3
Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways – Edgar Collado of Tobias Financial Advisors and Alex Satterfield of Byron Financial. Tobias Financial Advisors is based in Florida and has a strong foundation in tax planning. They were founded in 1980 as a CPA firm and currently manage about $700M in AUM and have 19 employees. Byron Financial is headquartered in North Carolina and began in 1985 with a focus on life insurance. Currently they have 7 employees and grew from roughly $175M in AUM in 2019 to approximately $700M in AUM today. Matt, Edgar, and Alex talk about the COO role from both the day-to-day operations of a firm to a high-level, strategic point of view 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 49 appeared first on COO Society.