Finding Rollover Opportunities In Transitions After Layoffs
CFO News Room
DECEMBER 27, 2022
So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. There was a period where I had the CFO of this broker dealer, he couldn’t believe how much I was doing in the applications. ” But I know just the math of that is hard.
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