Ep. 234: A Deep Dive Into Pershing’s Product Strategy with Sareena Dalla Brookshire

Come on in and sit back and relax. You’re listening to Episode 234 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest on this episode was Pershing’s Chief […]