Sequoia Financial Group Executive V.P. & Chief Compliance Officer Gerry Knotek, CFP®, CPA/PFS, CGMA® shares the story behind the firm's founding and how they became a Barron's Top 50 RIA. He says some of the keys to their success have been making decisions before you have to and fostering a strong firm culture.
For further information about RIA TV please contact:
570 Lexington Avenue, 20th floor
New York, NY 10022
Office: +1 212 661 4111