Dave Welling on What Financial Services Should Look Like

from Masters in Business · host Bloomberg

Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique perspective on the financial services business.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Dec 31, 2020

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Dave Welling on What Financial Services Should Look Like

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