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Økonomi & Business
Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
Release date
Lydbog: 14. april 2022
Økonomi & Business
Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
Release date
Lydbog: 14. april 2022
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