CEO Podcasts consists of CEO Chat (CC), I AM CEO (IAM) & CBNation.TV (TV) podcast episodes. Value-packed episode including interviews & resources for CEOs, entrepreneurs, startups founders & business owners. The CEO Chat episodes are our long-form episodes w/ interviews and digital marketing resources. The I AM CEO episodes are laser focused (about 16 min.) w/ interviews & a discussion about what it means to be a CEO. Powered by Blue16 Media & CBNation.co. Hosted by Gresham W. Harkless Jr.
Episodes
Monday Nov 09, 2020
IAM819- Accredited Investment Fiduciary Helps in Financial Planning
Monday Nov 09, 2020
Monday Nov 09, 2020
David Treece has nearly 30 years of experience as a fee-based investment advisor and is an accredited investment fiduciary. He understands financial markets and is an expert in financial planning. Recognized for his financial acumen and client-advocacy work, David has been featured on PBS's Nightly Business Report, The Washington Post, The Miami Herald, and on NBC6 in Miami in an Emmy-award winning series about his work. He has testified before the U.S. Senate Select Committee on Aging regarding senior citizens and financial planning. David has an MBA from the University of Michigan, Ann Arbor and lives in Miami, Florida.
Website: http://www.treecefinancial.com
Twitter: @dtreece
Facebook: https://web.facebook.com/TreeceFinancial/
LinkedIn: https://www.linkedin.com/company/treece-financial-group-inc./
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