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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
Picture

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
File Size: 837 kb
File Type: pdf
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