by Excelsior Capital | Sep 15, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS How Private Businesses Prepare for a Demographic ShiftGreg Romero is a management consultant and the Founder and Principal of Romero Solutions Group. Back to all Podcasts Podcast: How Private Businesses Prepare for a Demographic Shift Greg...
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Preserve and Grow Your Portfolio Amidst Market VolatilityKristin Bell is passionate about advising high-net-worth clients on all aspects of their financial lives. Back to all Podcasts Podcast: Preserve and Grow Your Portfolio Amidst Market...
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS The Role Of Gold In A Diversified PortfolioStephen is the CEO of GoldCore, one of the oldest gold and silver dealers in the market today that has turned over $1 billion in transactions and manages $300 million in assets for their clients....
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS Learning Within a Community to Change Our Perspective on WealthJeff Hays has 27 years of experience in the financial industry and was the co-founder of the institutional asset management company Hays Advisory and ran the company until 2019....
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS How FinTech is Making Private Investing More AccessibleDennis Crowley is the President, Private Transactions for Trellis Software, a FinTech platform for the issuance, placement, management, and trading of alternative assets. Back to all...
by Excelsior Capital | Sep 7, 2022 | Podcasts
EXCELSIOR CAPITAL PRESENTS How Organizations are Doing Sales Training WrongTom Noser is the President and Founder of Fortune’s Path, a multidisciplinary consultancy in product, marketing, and sales. Back to all Podcasts Podcast: How Organizations are Doing Sales...
