6.48 – Ahmie Baum – Interchange Capital Partners
Rising Tide Startups
English - December 22, 2022 20:37 - 32 minutes - 60.4 MB - ★★★★★ - 29 ratingsCareers Business Technology business entrepreneur entrepreneurship leadership marketing health interview finance fitness entrepreneurs Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Our guest today is Ahmie Baum. 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, with a clientele of business owners trying to transition to retirement, 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.
Ahmie's website - interchangecp.com
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