financial services
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I AM CEO PODCAST
IAM1528 – COO and Author Helps Organizations Create and Maintain Thriving Organizational Culture
Kerry Wekelo is the Chief Operating Officer at Actualize Consulting, a financial services firm. Her book and program, Culture Infusion:…
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I AM CEO PODCAST
IAM1338 – Author Writes a Book on How to Retire with Purpose, Passion and Plan
Gary Sirak is a 40-year veteran of the financial services industry and owner of Sirak Financial Services in Canton, Ohio.…
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I AM CEO PODCAST
IAM912- Entrepreneur Helps Companies Resolve Financial Issues
After years on Wall Street, Joseph Meuse created Business GPS because he was looking to use his experience and business…
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I AM CEO PODCAST
IAM859- Strategy Adviser Empowers SMBs to Drive Growth
Michael Haynes is a B2B Customer and Marketing Strategy Adviser. Michael’s passion is empowering SMBs with BUYER-driven approaches to acquire…
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I AM CEO PODCAST
IAM610- Founder Empowers Business Owners on Financial Health
Natalia began her career in finance in 2012 and worked for several firms before striking out on her own to…
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I AM CEO PODCAST
IAM188- CEO Relieves Millennial Business Owners of Their Financial and Tax Planning Burdens
Cortlon Cofield is the Founder and C.E.O of Cofield Advisors. At Cofield Advisors, they help millennial business owners by…
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I AM CEO PODCAST
IAM062 – Entrepreneur Helps Financial Advisors Leverage Social Media to Grow Their Business
Jeff Titak is an 8 year veteran of the financial services industry in various capacities. He currently uses his unique…
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