From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth
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Dan Katz of Revolve Wealth Partners talks about his role as the next gen of a business started by his father, opting to build an RIA firm from scratch, and how their past experiences at UBS and Oppenheimer shapes the vision of their firm today.
From UBS to Oppenheimer to Independence: A Next Gen Shares his Playbook for 2x+ Growth