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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

Picture

Tom Embrogno, EVP, Docupace Technologies

Patrick Goshtigian, CFP, COO, EP Wealth Advisors

David Canter, EVP, Fidelity Institutional Wealth Services

Kirk Hulett, EVP, Securities America, Inc.

 

White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants

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tiburon_xxiii_executive_round_table.pdf
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tiburon_xxiii_executive_round_table.pdf
File Size: 4981 kb
File Type: pdf
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