Tiburon Executive Round Table - October 2011
Following the Tiburon CEO Summit XXI in San Fransisco in October 2011, seven financial service executives presented their views in a roundtable discussion. The video interviews, photo essay and white paper transcript below, as well as a three-page article, were published by Financial Advisor Magazine in the December 2011 issue.
To read the Executive Roundtable article published in Financial Advisor magazine:
http://www.fa-mag.com/news/executive-roundtable-9002.html
To read the Executive Roundtable article published in Financial Advisor magazine:
http://www.fa-mag.com/news/executive-roundtable-9002.html
|
Gail Graham, Fidelity Institutional
David Hubbard, Exemplar Financial Network Pat McClain, Hanson McClain David Smith, Financial Advisor & Private Wealth Magazines |
Alex Potts, Loring Ward
Susan Theder, Cetera Financial Group Frank Trotter, Everbank Direct Photo Essay recapping highlights from Transcript |
White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants
| executive_round_table_oct_13_2011_white_paper_transcript.pdf |