IAM1393 - CEO Helps Clients Build Financial Safety Nets

CEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.co

English - June 06, 2022 10:16 - 16 minutes - 15.5 MB - ★★★★★ - 25 ratings
Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: IAM1392 - Founder Creates Mentorship Program Helping Women Entrepreneurs

Next Episode: IAM1394 - Real Estate Investor Teaches Others How to Buy their First Property

Ahmie is the founder and CEO of Interchange Capital Partners - a family business that has honed a comprehensive and collaborative process over its 40 years of practice in financial services and is dedicated to helping clients and their families build financial safety nets.

With over 40 years of practice in financial services, Ahmie has been named to the Barron’s Top 1,000 Financial Advisor List.

Mr. Baum and his team previously managed over $420 million in client assets.

Website: interchangecp.com

LinkedIn: ahmiebaum , interchange-capital-partners

Facebook: interchangecp