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Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52
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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. Do we have a line of credit open up against the account? Budget updates.

Planning 130
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Transcript: Julian Salisbury, GS

Barry Ritholtz

You begin in audit practice at KPMG. And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training.

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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. Really, the professional is the one got a hold accountable 00:59:38 [Speaker Changed] At this point. But the consumers had culpability as well.