Tiburon Executive Roundtable - October 2012
Following the Tiburon CEO Summit XXIII in San Francisco in October 2012, four financial service executives presented their views in a roundtable discussion. The video interviews, white paper transcript below, as well as a three-page article, were published by Financial Advisor Magazine, December 2012.
To view the article, Future View, published by Financial Advisor magazine:
http://www.fa-mag.com/news/future-view-12790.html
To view the article, Future View, published by Financial Advisor magazine:
http://www.fa-mag.com/news/future-view-12790.html
Tom Embrogno, EVP, Docupace Technologies
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Patrick Goshtigian, CFP, COO, EP Wealth Advisors
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David Canter, EVP, Fidelity Institutional Wealth Services
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Kirk Hulett, EVP, Securities America, Inc.
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White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants
| tiburon_xxiii_executive_round_table.pdf |
| tiburon_xxiii_executive_round_table.pdf |
