January 2019 | Becoming Referable

Jeff Marsden on Engaging Digitally

Jeff Marsden is Chief Product & Strategy Officer at Xtiva Financial Systems. He has founded or co-founded five companies across several industries. He is a frequent contributor to industry publications, patent holder, mentor to founders of start-ups, and member of the Board of Directors [...]

By Julie Littlechild|2022-01-03T17:14:03+00:00January 22nd, 2019|Categories: Podcast|Tags: Becoming Referable, fintech, Jeff Marsden, referrals, Xtiva|0 Comments

Brian Portnoy on Funded Contentment

Brian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled [...]

By Julie Littlechild|2022-01-03T17:14:04+00:00January 10th, 2019|Categories: Podcast|Tags: Becoming Referable, Brian Portnoy, funded contentment, referrals, Virtus Investment Partners|0 Comments