CEO Roundtable 2.0 - Remote Work Principles and Tactics From Top WealthTech CEOs

Due to the overwhelming response to the first CEO Roundtable, and requests for a second version, all six fintech CEOs got back together to discuss how team management, technology, and culture have changed as they’ve transitioned to remote work.

The panel included:

• Adam Holt, Asset Map

• Brian McLaughlin, Redtail Technology

• Corey Westphal, MobileAssistant

• Eric Clarke, Orion Advisor Tech

• Lori Hardwick, Riskalyze

• Robert Sofia, Snappy Kraken