Dave Welling on What Financial Services Should Look Like
Masters in Business
English - December 31, 2020 22:50 - 1 hour - ★★★★ - 1.8K ratingsInvesting Business Management entrepreneurship business interview health leadership entrepreneur finance fitness politics news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
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Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.
Learn more about your ad-choices at https://www.iheartpodcastnetwork.com