VP - Business Banking South Florida Market . SBA Preferred Lender, Escrow Services,Treasury Services, Depository & Cash Flow Strategies
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Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/HfRy50QuvU1 #WealthManagement #FinancialPlanning #NASDAQ
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/xl6Z50QuNz2 #WealthManagement #FinancialPlanning #NASDAQ
First Vice President-Insurance Advisor -Educating and providing Insurance advice and solutions for clients
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/Y9G850Qvcbb #WealthManagement #FinancialPlanning #NASDAQ
Did you miss the webinar? Watch this replay to hear from our expert panel from ONE group solutions, Reframe Capital and Zetland Capital as they share insights on how fund managers can improve their operational efficiency, better meet investor requirements and how technology is impacting target operating models. Watch the webinar replay here: http://ow.ly/3yoj104U1jf
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/26lQ50QGgfS #WealthManagement #FinancialPlanning #NASDAQ
Chief Sales Officer | Specialty Practices Group | Industry Segment Leader | North America at HUB International
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/sQQR50QwNMv #WealthManagement #FinancialPlanning #NASDAQ
Do you ever consider the importance of financial planning and how technology influences it? Katherine Frattarola, Head of HUB Private Client, joins Jill Malandrino on Nasdaq TradeTalks to discuss the evolution of financial planning and wealth management and the impact of technology in the space: https://ow.ly/LnPR50QwySj #WealthManagement #FinancialPlanning #NASDAQ
Did you miss the webinar? Watch this replay to hear from our expert panel from ONE group solutions, Reframe Capital and Zetland Capital as they share insights on how fund managers can improve their operational efficiency, better meet investor requirements and how technology is impacting target operating models. Watch the webinar replay here: http://ow.ly/3yoj104U1jf
