Investments Leadership Reconciliations Tax Planning 
CFO News Room
DECEMBER 28, 2022
Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA is the Lead Financial Planning Nerd for Kitces.com , a leading online resource for financial planning professionals, and also serves as the Chief Planning Officer for Buckingham Strategic Wealth. Notably, the language of SECURE Act 2.0
Barry Ritholtz
OCTOBER 3, 2023
How fundamental was that to your learning about investing, trading risk management, starting with futures? 00:20:43 [Speaker Changed] So prior to that, have you had any management experience or leadership experience that’s a big raucous floor, and I would imagine that desk was, was a handful to deal with.
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