Our panelists shared what each of their firm’s are focused on as a business and how that translates into technology objectives. We learned from these seasoned professionals who are taking their client and employee experiences to the next level.

Panelists

Trevor Chuna, CTO, Sequoia Financial Group

Edgar Collado, COO & CFO, Tobias Financial Advisors

Darcy Toumberlin, Vice President, Senior Relationship Manager, Fidelity Investments

Moderated By
Shaun Kapusinski, Founder, HIFON