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Riskalyze with Aaron Klein (CEO) | E63
Episode 63
Summary:
In this 63rd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host has an informat…
6 years, 9 months ago
Breathe Life with Ian Jeffrey (CEO) | E62
Episode 62
Summary:
In this 62nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an int…
6 years, 9 months ago
Yourefolio with Scott Huff (CEO) | E61
Episode 61
Summary:
In this 61th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an int…
6 years, 9 months ago
RazorPlan with David Faulkner (CEO) | E60
Episode 60
Summary:
Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, …
6 years, 10 months ago
Four Eyes Financial with Lori Weir (CEO), Kendall McMenamo (CTO) & Jeff Harvie (HSG) | E59
Episode 59
Summary:
Host Jason Pereira interviews the leadership team of Four Eyes Financial, a data discovery tool used by brokers and dealers to help gather in…
6 years, 10 months ago
Cascades with Jonathan Kestle (VP) | E58
Episode 58
Cascades Financial Solutions Inc.
Summary:
Host Jason Pereira interviews Jonathan Kestle, an Advisor with Casades Financial Solutions Inc. which is a …
6 years, 10 months ago
Bench with Ian Crosby (CEO) | E57
Episode 57
Summary:
Ian Crosby, co-founder and CEO of Bench Accounting gives an overview of his accounting company and how it takes care of its customers. Bench …
6 years, 10 months ago
Factgem with Clark Richey (CTO) | E56
Episode 56
Summary: Jason Pereira, award-winning financial planner, university lecturer, and writer, speaks with Clark Richey, CTO of FactGem, about the recent …
6 years, 11 months ago
Ledn with Mauricio Di Bartolomeo (CEO) | E55
Episode 55
Summary:
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Mauricio Di Bartolomeo, CEO of Ledn, about how he is…
6 years, 11 months ago
CacheFlo with Stephanie Holmes-Winton (CEO) | E54
Episode 54
Summary:
Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo…
6 years, 11 months ago