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Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.

Mergers and Acquisitions (M&A) 130
Mergers and Acquisitions (M&A) Planning Manufacturing Marketing 130
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The Limitations Of Tech In Supply Chain Digitization

PYMNTS

JANUARY 16, 2019

That interconnectivity is essential for organizations to maintain regulatory compliance, assess third-party risk, accelerate payments and reduce errors in trade. Digitization inevitably means technology adoption, a truth that extends into the realm of supply chain digitization.

Mergers and Acquisitions (M&A) 58
Mergers and Acquisitions (M&A) Technology Manufacturing Compliance 58
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